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
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR 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 Financial Select Sector SPDR by Lyell Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |