Lyell Wealth Management, LP Spdr Series Tr Spdr S&P Homebu Transaction History

Lyell Wealth Management, LP

  • $978 Million
  • Q1 2024

A detailed history of Lyell Wealth Management, LP transactions in Spdr Series Tr Spdr S&P Homebu stock. As of the latest transaction made, Lyell Wealth Management, LP holds 6,395 shares of XHB stock, worth $626,454. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,395
Previous 6,245 2.4%
Holding current value
$626,454
Previous $597,000 19.43%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$91.71 - $111.59 $13,756 - $16,738
150 Added 2.4%
6,395 $713,000
Q4 2023

Feb 02, 2024
BUY
$69.36 - $96.47 $109,588 - $152,422
1,580 Added 33.87%
6,245 $597,000
Q3 2023

Oct 31, 2023
BUY
$75.64 - $85.02 $1,891 - $2,125
25 Added 0.54%
4,665 $357,000
Q2 2023

Aug 04, 2023
BUY
$64.48 - $80.3 $12,251 - $15,257
190 Added 4.27%
4,640 $372,000
Q1 2023

May 03, 2023
SELL
$61.13 - $72.27 $25,368 - $29,992
-415 Reduced 8.53%
4,450 $301,000
Q4 2022

Jan 24, 2023
BUY
$55.63 - $63.29 $270,639 - $307,905
4,865 New
4,865 $0

Others Institutions Holding XHB

# of Institutions
353
Shares Held
19M
Call Options Held
4.16M
Put Options Held
7.81M
View Full List

About SPDR SERIES TR SPDR S&P HOMEBU

XHB Quotes by TradingView
  • Ticker XHB
  • Sector ETFs
  • Industry ETFs
More about XHB
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