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