SPDR S&P Homebuilders shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of SPDR S&P Homebuilders (XHB) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in SPDR S&P Homebuilders
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Homebuilders held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Homebuilders by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $912k | 8.2k | 110.80 |
| 2025-06-30 | $703k | 7.1k | 98.57 |
| 2025-03-31 | $690k | 7.1k | 96.90 |
| 2024-12-31 | $732k | 7.0k | 104.50 |
| 2024-09-30 | $872k | 7.0k | 124.56 |
| 2024-06-30 | $667k | 6.6k | 101.08 |
| 2024-03-31 | $714k | 6.4k | 111.59 |
| 2023-12-31 | $597k | 6.2k | 95.66 |
| 2023-09-30 | $357k | 4.7k | 76.57 |
| 2023-06-30 | $373k | 4.6k | 80.30 |
| 2023-03-31 | $302k | 4.5k | 67.76 |
| 2022-12-31 | $294k | 4.9k | 60.32 |