LYELL WEALTH MANAGEMENT, LP - SPDR SERIES TRUST ownership

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$357,199
-4.1%
4,665
+0.5%
0.05%0.0%
Q2 2023$372,592
+23.6%
4,640
+4.3%
0.05%
+14.3%
Q1 2023$301,532
+2.8%
4,450
-8.5%
0.04%
-8.7%
Q4 2022$293,4574,8650.05%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Q3 Asset Management 1,154,713$3,132,0008.44%
Black Swift Group, LLC 73,800$2,845,0004.00%
K.J. Harrison & Partners Inc 288,000$11,102,0003.87%
Marketfield Asset Management LLC 132,415$5,105,0002.17%
ALTFEST L J & CO INC 161,331$6,219,0001.51%
LSP Investment Advisors, LLC 163,400$6,299,0001.47%
Guild Investment Management, Inc. 25,000$964,0001.26%
Atom Investors LP 350,244$13,502,0001.14%
Keel Point, LLC 221,260$8,530,0000.98%
Private Wealth Advisors, LLC 36,509$1,407,0000.96%
View complete list of SPDR SERIES TRUST shareholders