York Bridge Wealth Partners, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 12, 2018	SELL	N/A	-200 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	200	200 $6,000

Others Institutions Holding XME

# of Institutions

346

Shares Held

22M

Call Options Held

10.1M

Put Options Held

13.2M

Morgan Stanley New York, NY

2.38M
Shares

$147 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$129 Million
1.07% of portfolio
Bank Of America Corp Charlotte, NC

1.98M
Shares

$122 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.31M
Shares

$81 Million
0.01% of portfolio
Barclays PLC London, X0

1.21M
Shares

$74.7 Million
0.02% of portfolio

About SPDR SER TR SPDR S&P METALS &

Ticker XME
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.