Financial Select Sector SPDR shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 23k | 53.87 |
| 2025-06-30 | $1.7M | 32k | 52.37 |
| 2025-03-31 | $1.8M | 37k | 49.81 |
| 2024-12-31 | $1.2M | 25k | 48.33 |
| 2024-09-30 | $970k | 21k | 45.32 |
| 2024-06-30 | $667k | 16k | 41.11 |
| 2024-03-31 | $674k | 16k | 42.12 |
| 2023-12-31 | $599k | 16k | 37.60 |
| 2023-09-30 | $450k | 14k | 33.17 |
| 2023-06-30 | $501k | 15k | 33.71 |
| 2023-03-31 | $742k | 23k | 32.15 |
| 2022-12-31 | $1.3M | 39k | 34.20 |
| 2022-09-30 | $1.2M | 39k | 30.37 |
| 2022-06-30 | $1.2M | 39k | 31.44 |
| 2022-03-31 | $1.5M | 39k | 38.33 |
| 2021-12-31 | $1.5M | 39k | 39.06 |
| 2021-09-30 | $1.3M | 35k | 37.52 |
| 2021-06-30 | $982k | 27k | 36.70 |
| 2021-03-31 | $841k | 25k | 34.05 |
| 2020-12-31 | $549k | 19k | 29.48 |
| 2020-09-30 | $549k | 23k | 24.07 |
| 2020-06-30 | $813k | 35k | 23.14 |
| 2020-03-31 | $1.5M | 71k | 20.81 |
| 2019-12-31 | $2.2M | 71k | 30.79 |
| 2019-09-30 | $2.0M | 70k | 28.00 |
| 2019-06-30 | $3.3M | 121k | 27.60 |
| 2019-03-31 | $3.5M | 137k | 25.71 |
| 2018-12-31 | $3.3M | 140k | 23.82 |
| 2018-09-30 | $4.2M | 152k | 27.58 |
| 2018-06-30 | $4.3M | 163k | 26.59 |
| 2018-03-31 | $4.5M | 165k | 27.57 |
| 2017-12-31 | $4.5M | 162k | 27.91 |
| 2017-09-30 | $4.1M | 160k | 25.86 |
| 2017-06-30 | $4.1M | 166k | 24.67 |
| 2017-03-31 | $3.5M | 148k | 23.73 |
| 2016-12-31 | $2.9M | 124k | 23.25 |