Spdr S&p 500 Etf shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.6M | 16k | 523.07 |
| 2023-12-31 | $6.7M | 14k | 475.30 |
| 2023-09-30 | $5.4M | 13k | 427.49 |
| 2023-06-30 | $5.4M | 12k | 443.27 |
| 2023-03-31 | $4.6M | 11k | 409.41 |
| 2022-12-31 | $4.6M | 12k | 382.43 |
| 2022-09-30 | $4.3M | 12k | 357.17 |
| 2022-06-30 | $4.1M | 11k | 378.84 |
| 2022-03-31 | $4.8M | 11k | 452.95 |
| 2021-12-31 | $4.9M | 10k | 476.46 |
| 2021-09-30 | $3.9M | 9.1k | 430.52 |
| 2021-06-30 | $4.0M | 9.3k | 429.38 |
| 2021-03-31 | $3.7M | 9.2k | 397.64 |
| 2020-12-31 | $2.8M | 7.5k | 375.03 |
| 2020-09-30 | $1.9M | 5.6k | 336.25 |
| 2020-06-30 | $1.2M | 3.8k | 309.84 |
| 2020-03-31 | $766k | 3.0k | 258.96 |
| 2019-12-31 | $581k | 1.8k | 323.68 |
| 2019-09-30 | $565k | 1.9k | 298.15 |
| 2019-06-30 | $477k | 1.6k | 294.44 |
| 2019-03-31 | $509k | 1.8k | 283.88 |
| 2018-12-31 | $440k | 1.8k | 251.43 |
| 2018-09-30 | $667k | 2.3k | 292.03 |
| 2018-06-30 | $658k | 2.4k | 272.69 |
| 2018-03-31 | $558k | 2.1k | 264.08 |
| 2017-12-31 | $585k | 2.2k | 268.10 |
| 2017-09-30 | $675k | 2.7k | 252.71 |
| 2017-06-30 | $667k | 2.7k | 242.90 |
| 2017-03-31 | $724k | 3.1k | 236.52 |
| 2016-12-31 | $679k | 3.0k | 224.98 |