Energy Select Sector SPDR shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.4M | 99k | 94.41 |
| 2023-12-31 | $8.4M | 101k | 83.84 |
| 2023-09-30 | $9.4M | 104k | 90.39 |
| 2023-06-30 | $8.2M | 101k | 81.17 |
| 2023-03-31 | $8.3M | 100k | 82.83 |
| 2022-12-31 | $8.8M | 101k | 87.47 |
| 2022-09-30 | $5.5M | 76k | 72.02 |
| 2022-06-30 | $4.9M | 69k | 71.51 |
| 2022-03-31 | $4.8M | 63k | 76.44 |
| 2021-12-31 | $1.8M | 32k | 55.49 |
| 2021-09-30 | $1.5M | 28k | 52.07 |
| 2021-06-30 | $1.3M | 24k | 53.86 |
| 2019-12-31 | $367k | 5.9k | 62.00 |
| 2019-09-30 | $592k | 10k | 59.24 |
| 2019-06-30 | $896k | 14k | 63.71 |
| 2019-03-31 | $1.2M | 18k | 66.13 |
| 2018-12-31 | $1.1M | 19k | 57.37 |
| 2018-09-30 | $1.6M | 21k | 75.74 |
| 2018-06-30 | $1.5M | 19k | 75.94 |
| 2018-03-31 | $953k | 14k | 67.45 |
| 2017-12-31 | $1.1M | 15k | 72.24 |
| 2017-09-30 | $888k | 13k | 68.49 |
| 2017-06-30 | $792k | 12k | 64.92 |
| 2017-03-31 | $956k | 14k | 69.91 |
| 2016-12-31 | $715k | 9.5k | 75.34 |