Health Care SPDR shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 34k | 139.17 |
| 2025-06-30 | $4.8M | 36k | 134.79 |
| 2025-03-31 | $5.4M | 37k | 146.01 |
| 2024-12-31 | $4.1M | 30k | 137.57 |
| 2024-09-30 | $4.9M | 32k | 154.02 |
| 2024-06-30 | $3.7M | 26k | 145.75 |
| 2024-03-31 | $3.4M | 23k | 147.73 |
| 2023-12-31 | $3.0M | 22k | 136.38 |
| 2023-09-30 | $3.0M | 23k | 128.74 |
| 2023-06-30 | $3.3M | 25k | 132.73 |
| 2023-03-31 | $3.5M | 27k | 129.46 |
| 2022-12-31 | $3.8M | 28k | 135.85 |
| 2022-09-30 | $3.1M | 26k | 121.10 |
| 2022-06-30 | $3.2M | 25k | 128.23 |
| 2022-03-31 | $2.9M | 21k | 137.00 |
| 2021-12-31 | $3.0M | 22k | 140.90 |
| 2021-09-30 | $2.6M | 20k | 127.29 |
| 2021-06-30 | $2.4M | 19k | 125.94 |
| 2021-03-31 | $1.9M | 16k | 116.75 |
| 2020-12-31 | $1.7M | 15k | 113.42 |
| 2020-09-30 | $1.6M | 15k | 105.49 |
| 2020-06-30 | $1.5M | 16k | 100.06 |
| 2020-03-31 | $1.4M | 16k | 88.55 |
| 2019-12-31 | $1.4M | 14k | 102.53 |
| 2019-09-30 | $1.4M | 16k | 90.10 |
| 2019-06-30 | $1.7M | 18k | 92.66 |
| 2019-03-31 | $2.0M | 22k | 91.73 |
| 2018-12-31 | $2.0M | 23k | 86.52 |
| 2018-09-30 | $1.8M | 19k | 95.17 |
| 2018-06-30 | $1.2M | 14k | 83.44 |
| 2018-03-31 | $1.2M | 14k | 81.38 |
| 2017-12-31 | $1.1M | 13k | 82.68 |
| 2017-09-30 | $1.1M | 13k | 81.71 |
| 2017-06-30 | $755k | 9.5k | 79.22 |
| 2017-03-31 | $364k | 4.9k | 74.36 |