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
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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 ExcelQuarterly reported holdings in SPDR S&P Biotech by Lyell Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |