Lyell Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Buy |
25,825
+1,269
| +5% | +$66.1K | 0.09% | 108 |
|
|
2025
Q4 | $1.34M | Buy |
24,556
+1,772
| +8% | +$94.4K | 0.1% | 105 |
|
|
2025
Q3 | $1.23M | Sell |
22,784
-9,205
| -29% | -$488K | 0.09% | 108 |
|
|
2025
Q2 | $1.68M | Sell |
31,989
-5,133
| -14% | -$254K | 0.13% | 96 |
|
|
2025
Q1 | $1.85M | Buy |
37,122
+12,395
| +50% | +$622K | 0.17% | 95 |
|
|
2024
Q4 | $1.2M | Buy |
24,727
+3,319
| +16% | +$160K | 0.11% | 114 |
|
|
2024
Q3 | $970K | Buy |
21,408
+5,186
| +32% | +$226K | 0.09% | 120 |
|
|
2024
Q2 | $667K | Buy |
16,222
+229
| +1% | +$9.42K | 0.06% | 125 |
|
|
2024
Q1 | $674K | Buy |
15,993
+73
| +0.5% | +$2.88K | 0.07% | 123 |
|
|
2023
Q4 | $599K | Buy |
15,920
+2,344
| +17% | +$81.1K | 0.07% | 126 |
|
|
2023
Q3 | $450K | Sell |
13,576
-1,272
| -9% | -$43.8K | 0.06% | 130 |
|
|
2023
Q2 | $501K | Sell |
14,848
-8,244
| -36% | -$269K | 0.06% | 132 |
|
|
2023
Q1 | $742K | Sell |
23,092
-15,787
| -41% | -$549K | 0.1% | 123 |
|
|
2022
Q4 | $1.33M | Buy |
38,879
+60
| +0.2% | +$2.03K | 0.21% | 96 |
|
|
2022
Q3 | $1.18M | Buy |
38,819
+204
| +0.5% | +$6.74K | 0.2% | 94 |
|
|
2022
Q2 | $1.21M | Buy |
38,615
+4
| +0% | +$138 | 0.2% | 96 |
|
|
2022
Q1 | $1.48M | Buy |
38,611
+3
| +0% | +$117 | 0.19% | 93 |
|
|
2021
Q4 | $1.51M | Buy |
38,608
+3,644
| +10% | +$143K | 0.17% | 90 |
|
|
2021
Q3 | $1.31M | Buy |
34,964
+8,209
| +31% | +$307K | 0.16% | 94 |
|
|
2021
Q2 | $982K | Buy |
26,755
+2,053
| +8% | +$75.1K | 0.12% | 106 |
|
|
2021
Q1 | $841K | Buy |
24,702
+6,077
| +33% | +$195K | 0.12% | 103 |
|
|
2020
Q4 | $549K | Sell |
18,625
-4,184
| -18% | -$112K | 0.09% | 107 |
|
|
2020
Q3 | $549K | Sell |
22,809
-12,325
| -35% | -$300K | 0.1% | 92 |
|
|
2020
Q2 | $813K | Sell |
35,134
-36,020
| -51% | -$818K | 0.18% | 75 |
|
|
2020
Q1 | $1.48M | Buy |
71,154
+150
| +0.2% | +$4.13K | 0.44% | 65 |
|
|
2019
Q4 | $2.19M | Buy |
71,004
+1,100
| +2% | +$32.3K | 0.58% | 57 |
|
|
2019
Q3 | $1.96M | Sell |
69,904
-50,595
| -42% | -$1.4M | 0.59% | 53 |
|
|
2019
Q2 | $3.33M | Sell |
120,499
-16,535
| -12% | -$448K | 1% | 44 |
|
|
2019
Q1 | $3.52M | Sell |
137,034
-2,525
| -2% | -$65.2K | 1.18% | 37 |
|
|
2018
Q4 | $3.32M | Sell |
139,559
-12,390
| -8% | -$322K | 1.39% | 32 |
|
|
2018
Q3 | $4.19M | Sell |
151,949
-10,520
| -6% | -$294K | 1.41% | 28 |
|
|
2018
Q2 | $4.32M | Sell |
162,469
-2,030
| -1% | -$56K | 1.58% | 21 |
|
|
2018
Q1 | $4.54M | Buy |
164,499
+2,050
| +1% | +$59K | 1.68% | 20 |
|
|
2017
Q4 | $4.53M | Buy |
162,449
+2,250
| +1% | +$60.5K | 1.8% | 17 |
|
|
2017
Q3 | $4.14M | Sell |
160,199
-6,081
| -4% | -$152K | 1.79% | 15 |
|
|
2017
Q2 | $4.1M | Buy |
166,280
+18,065
| +12% | +$429K | 2% | 12 |
|
|
2017
Q1 | $3.52M | Buy |
148,215
+24,505
| +20% | +$587K | 1.9% | 10 |
|
|
2016
Q4 | $2.88M | Buy |
+123,710
| New | +$2.65M | 1.79% | 15 |
|
Other funds holding XLF
Lyell Wealth Management's XLF Position: Q1 2026 in Review
Lyell Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.2% in Q1 2026, buying an estimated $66.1K and bringing the position to 25,825 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #108.
Lyell Wealth Management first reported a position in XLF in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.54M in Q1 2018. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Lyell Wealth Management held 25,825 shares of State Street Financial Select Sector SPDR ETF worth $1.27M as of Q1 2026.
- Lyell Wealth Management bought 1,269 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $66.1K.
- State Street Financial Select Sector SPDR ETF made up 0.09% of Lyell Wealth Management's portfolio in Q1 2026, its #108 holding.
- Lyell Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
- Lyell Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $4.54M in Q1 2018.
- 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.