Industrial SPDR shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 58k | 154.23 |
| 2025-06-30 | $8.6M | 58k | 147.52 |
| 2025-03-31 | $7.4M | 57k | 131.07 |
| 2024-12-31 | $7.1M | 54k | 131.76 |
| 2024-09-30 | $7.3M | 54k | 135.44 |
| 2024-06-30 | $6.5M | 54k | 121.87 |
| 2024-03-31 | $7.0M | 56k | 125.96 |
| 2023-12-31 | $6.1M | 54k | 113.99 |
| 2023-09-30 | $5.4M | 53k | 101.38 |
| 2023-06-30 | $5.7M | 53k | 107.32 |
| 2023-03-31 | $5.5M | 54k | 101.18 |
| 2022-12-31 | $5.6M | 58k | 98.21 |
| 2022-09-30 | $4.8M | 58k | 82.83 |
| 2022-06-30 | $5.0M | 58k | 87.33 |
| 2022-03-31 | $5.9M | 57k | 102.99 |
| 2021-12-31 | $6.0M | 57k | 105.81 |
| 2021-09-30 | $5.2M | 54k | 97.84 |
| 2021-06-30 | $5.2M | 50k | 102.41 |
| 2021-03-31 | $4.5M | 46k | 98.45 |
| 2020-12-31 | $3.2M | 36k | 88.55 |
| 2020-09-30 | $2.0M | 26k | 76.96 |
| 2020-06-30 | $283k | 4.1k | 68.64 |
| 2020-03-31 | $1.3M | 21k | 59.02 |
| 2019-12-31 | $1.8M | 22k | 81.48 |
| 2019-09-30 | $1.7M | 21k | 77.63 |
| 2019-06-30 | $1.6M | 21k | 77.44 |
| 2019-03-31 | $1.5M | 20k | 75.01 |
| 2018-12-31 | $1.2M | 18k | 64.42 |
| 2018-09-30 | $1.4M | 18k | 78.41 |
| 2018-06-30 | $1.3M | 18k | 71.62 |
| 2018-03-31 | $1.3M | 18k | 74.30 |
| 2017-12-31 | $1.2M | 16k | 75.70 |
| 2017-09-30 | $760k | 11k | 70.98 |