SPDR S&P Biotech shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in SPDR S&P Biotech
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Biotech held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P Biotech by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $316k | 3.2k | 100.20 |
| 2025-06-30 | $273k | 3.3k | 82.93 |
| 2025-03-31 | $1.2M | 15k | 81.10 |
| 2024-12-31 | $1.8M | 20k | 90.06 |
| 2024-09-30 | $2.1M | 21k | 98.80 |
| 2024-06-30 | $1.9M | 21k | 92.71 |
| 2024-03-31 | $2.1M | 23k | 94.89 |
| 2023-12-31 | $1.9M | 21k | 89.29 |
| 2023-09-30 | $1.6M | 22k | 73.02 |
| 2023-06-30 | $1.8M | 22k | 83.20 |
| 2023-03-31 | $1.7M | 22k | 76.21 |
| 2022-12-31 | $2.0M | 24k | 83.00 |
| 2022-09-30 | $3.0M | 38k | 79.33 |
| 2022-06-30 | $2.7M | 37k | 74.28 |
| 2022-03-31 | $4.1M | 46k | 89.87 |
| 2021-12-31 | $6.2M | 55k | 111.97 |
| 2021-09-30 | $7.4M | 59k | 125.71 |
| 2021-06-30 | $8.1M | 60k | 135.39 |
| 2021-03-31 | $7.1M | 53k | 135.65 |
| 2020-12-31 | $6.7M | 48k | 140.79 |
| 2020-09-30 | $5.1M | 46k | 111.42 |
| 2020-06-30 | $5.0M | 44k | 111.96 |
| 2020-03-31 | $1.8M | 23k | 77.46 |
| 2019-12-31 | $2.0M | 21k | 95.09 |
| 2019-09-30 | $1.7M | 22k | 76.23 |
| 2019-06-30 | $2.1M | 25k | 87.71 |
| 2019-03-31 | $2.0M | 22k | 90.55 |
| 2018-12-31 | $1.2M | 17k | 71.73 |
| 2018-09-30 | $1.4M | 15k | 95.86 |
| 2018-06-30 | $1.2M | 12k | 95.17 |
| 2018-03-31 | $823k | 9.4k | 87.71 |
| 2017-12-31 | $787k | 9.3k | 84.92 |
| 2017-09-30 | $593k | 6.9k | 86.51 |