Technology SPDR shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Technology SPDR
Tip: Access up to 7 years of quarterly data
All positions including Technology SPDR held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Technology SPDR by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 18k | 281.86 |
| 2025-06-30 | $4.6M | 18k | 253.23 |
| 2025-03-31 | $3.6M | 17k | 206.48 |
| 2024-12-31 | $3.6M | 15k | 232.52 |
| 2024-09-30 | $3.1M | 14k | 225.76 |
| 2024-06-30 | $3.0M | 13k | 226.23 |
| 2024-03-31 | $2.5M | 12k | 208.27 |
| 2023-12-31 | $2.4M | 12k | 192.48 |
| 2023-09-30 | $994k | 6.1k | 163.93 |
| 2023-06-30 | $1.1M | 6.2k | 173.87 |
| 2023-03-31 | $929k | 6.2k | 151.02 |
| 2022-12-31 | $908k | 7.3k | 124.44 |
| 2022-09-30 | $910k | 7.7k | 118.83 |
| 2022-06-30 | $1.1M | 8.7k | 127.08 |
| 2022-03-31 | $952k | 6.0k | 158.88 |
| 2021-12-31 | $1.1M | 6.1k | 173.86 |
| 2021-09-30 | $865k | 5.8k | 149.27 |
| 2021-06-30 | $854k | 5.8k | 147.73 |
| 2021-03-31 | $741k | 5.6k | 132.80 |
| 2020-12-31 | $725k | 5.6k | 130.09 |
| 2020-09-30 | $584k | 5.0k | 116.61 |
| 2020-06-30 | $511k | 4.9k | 104.46 |
| 2020-03-31 | $334k | 4.2k | 80.46 |
| 2019-12-31 | $271k | 3.0k | 91.80 |