Lyell Wealth Management, LP Select Sector Spdr Fund Health Transaction History
Lyell Wealth Management, LP
- $1.24 Billion
- Q2 2025
A detailed history of Lyell Wealth Management, LP transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lyell Wealth Management, LP holds 35,621 shares of XLV stock, worth $4.8 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
35,621
Previous 36,662
2.84%
Holding current value
$4.8 Million
Previous $5.35 Million
10.31%
% of portfolio
0.39%
Previous 0.51%
Shares
32 transactions
Others Institutions Holding XLV
# of Institutions
2,000Shares Held
268MCall Options Held
12.1MPut Options Held
17.3M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$9.59 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC34.1MShares$4.6 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.71 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.63 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$934 Million0.41% of portfolio