Lyell Wealth Management, LP Technology Sector Spdr Transaction History

Lyell Wealth Management, LP

  • $978 Million
  • Q1 2024

A detailed history of Lyell Wealth Management, LP transactions in Technology Sector Spdr stock. As of the latest transaction made, Lyell Wealth Management, LP holds 12,185 shares of XLK stock, worth $2.9 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
12,185
Previous 12,329 1.17%
Holding current value
$2.9 Million
Previous $2.37 Million 6.91%
% of portfolio
0.26%
Previous 0.27%

Shares

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

May 03, 2024
SELL
$184.12 - $211.02 $26,513 - $30,386
-144 Reduced 1.17%
12,185 $2.54 Million
Q4 2023

Feb 02, 2024
BUY
$160.19 - $193.07 $1 Million - $1.21 Million
6,265 Added 103.31%
12,329 $2.37 Million
Q3 2023

Oct 31, 2023
SELL
$161.97 - $180.26 $21,703 - $24,154
-134 Reduced 2.16%
6,064 $994,000
Q2 2023

Aug 04, 2023
BUY
$143.97 - $174.63 $6,766 - $8,207
47 Added 0.76%
6,198 $1.08 Million
Q1 2023

May 03, 2023
SELL
$121.18 - $151.01 $138,508 - $172,604
-1,143 Reduced 15.67%
6,151 $928,000
Q4 2022

Jan 24, 2023
SELL
$119.89 - $136.15 $43,639 - $49,558
-364 Reduced 4.75%
7,294 $0
Q3 2022

Oct 24, 2022
SELL
N/A
-1,014 Reduced 11.69%
7,658 $910,000
Q2 2022

Jul 28, 2022
BUY
N/A
2,680 Added 44.73%
8,672 $1.1 Million
Q1 2022

May 04, 2022
SELL
N/A
-128 Reduced 2.09%
5,992 $952,000
Q4 2021

Feb 08, 2022
BUY
N/A
325 Added 5.61%
6,120 $1.06 Million
Q3 2021

Nov 10, 2021
BUY
N/A
14 Added 0.24%
5,795 $865,000
Q2 2021

Aug 09, 2021
BUY
N/A
201 Added 3.6%
5,781 $854,000
Q1 2021

May 07, 2021
BUY
N/A
7 Added 0.13%
5,580 $741,000
Q4 2020

Feb 04, 2021
BUY
N/A
565 Added 11.28%
5,573 $725,000
Q3 2020

Nov 04, 2020
BUY
N/A
116 Added 2.37%
5,008 $584,000
Q2 2020

Jul 30, 2020
BUY
N/A
741 Added 17.85%
4,892 $511,000
Q1 2020

May 11, 2020
BUY
N/A
1,199 Added 40.62%
4,151 $334,000
Q4 2019

Feb 05, 2020
BUY
N/A
2,952 New
2,952 $271,000

Others Institutions Holding XLK

# of Institutions
2,116
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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