Consumer Staples Select Sect. SPDR shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Consumer Staples Select Sect. SPDR
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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $380k | 5.0k | 76.36 |
| 2023-12-31 | $366k | 5.1k | 72.03 |
| 2023-09-30 | $413k | 6.0k | 68.81 |
| 2023-06-30 | $517k | 7.0k | 74.17 |
| 2023-03-31 | $538k | 7.2k | 74.71 |
| 2022-12-31 | $795k | 11k | 74.55 |
| 2022-09-30 | $730k | 11k | 66.77 |
| 2022-06-30 | $753k | 10k | 72.22 |
| 2022-03-31 | $808k | 11k | 75.88 |
| 2021-12-31 | $1.0M | 14k | 77.08 |
| 2021-09-30 | $980k | 14k | 68.87 |
| 2021-06-30 | $936k | 13k | 69.96 |
| 2021-03-31 | $830k | 12k | 68.32 |
| 2020-12-31 | $801k | 12k | 67.41 |
| 2020-09-30 | $755k | 12k | 64.13 |
| 2020-06-30 | $585k | 10k | 58.62 |
| 2018-06-30 | $216k | 4.2k | 51.43 |
| 2018-03-31 | $270k | 5.1k | 52.63 |
| 2017-12-31 | $651k | 11k | 56.93 |
| 2017-09-30 | $1.5M | 28k | 53.99 |
| 2017-06-30 | $1.5M | 28k | 54.95 |
| 2017-03-31 | $1.4M | 26k | 54.56 |
| 2016-12-31 | $1.6M | 31k | 51.73 |
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