Lyell Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Lyell Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.57M	Buy	58,086 +1,335	+2%	+$197K	0.68%	55
2025 Q1	$7.44M	Buy	56,751 +2,998	+6%	+$393K	0.7%	55
2024 Q4	$7.08M	Sell	53,753 -42	-0.1%	-$5.53K	0.63%	53
2024 Q3	$7.29M	Buy	53,795 +232	+0.4%	+$31.4K	0.66%	54
2024 Q2	$6.53M	Sell	53,563 -2,214	-4%	-$270K	0.62%	54
2024 Q1	$7.03M	Buy	55,777 +2,133	+4%	+$269K	0.71%	49
2023 Q4	$6.11M	Buy	53,644 +393	+0.7%	+$44.8K	0.7%	51
2023 Q3	$5.4M	Sell	53,251 -120	-0.2%	-$12.2K	0.73%	50
2023 Q2	$5.73M	Sell	53,371 -741	-1%	-$79.5K	0.73%	49
2023 Q1	$5.48M	Sell	54,112 -3,370	-6%	-$341K	0.77%	52
2022 Q4	$5.65M	Sell	57,482 -382	-0.7%	-$37.5K	0.89%	43
2022 Q3	$4.79M	Buy	57,864 +74	+0.1%	+$6.13K	0.82%	46
2022 Q2	$5.05M	Buy	57,790 +365	+0.6%	+$31.9K	0.82%	41
2022 Q1	$5.91M	Buy	57,425 +380	+0.7%	+$39.1K	0.76%	44
2021 Q4	$6.04M	Buy	57,045 +3,480	+6%	+$368K	0.69%	54
2021 Q3	$5.24M	Buy	53,565 +3,227	+6%	+$316K	0.64%	55
2021 Q2	$5.16M	Buy	50,338 +4,415	+10%	+$452K	0.64%	56
2021 Q1	$4.52M	Buy	45,923 +9,853	+27%	+$970K	0.66%	58
2020 Q4	$3.19M	Buy	36,070 +10,421	+41%	+$923K	0.51%	63
2020 Q3	$1.97M	Buy	25,649 +21,526	+522%	+$1.66M	0.37%	67
2020 Q2	$283K	Sell	4,123 -17,310	-81%	-$1.19M	0.06%	108
2020 Q1	$1.27M	Sell	21,433 -1,015	-5%	-$59.9K	0.38%	67
2019 Q4	$1.83M	Buy	22,448 +1,115	+5%	+$90.8K	0.49%	62
2019 Q3	$1.66M	Buy	21,333 +440	+2%	+$34.2K	0.5%	60
2019 Q2	$1.62M	Buy	20,893 +975	+5%	+$75.5K	0.49%	59
2019 Q1	$1.49M	Buy	19,918 +1,911	+11%	+$143K	0.5%	60
2018 Q4	$1.16M	Sell	18,007 -205	-1%	-$13.2K	0.48%	60
2018 Q3	$1.43M	Buy	18,212 +20	+0.1%	+$1.57K	0.48%	61
2018 Q2	$1.3M	Buy	18,192 +345	+2%	+$24.7K	0.48%	65
2018 Q1	$1.33M	Buy	17,847 +1,770	+11%	+$132K	0.49%	63
2017 Q4	$1.22M	Buy	16,077 +5,370	+50%	+$406K	0.48%	64
2017 Q3	$760K	Buy	+10,707	New	+$760K	0.33%	73