SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 43,410 Value ($000) $6,720 Avg Close Range
Q3 2025
Shares 34,145 Value ($000) $4,752 Avg Close Range
Q2 2025
Shares 35,621 Value ($000) $4,801 Avg Close Range
Q1 2025
Shares 36,662 Value ($000) $5,353 Avg Close Range
Q4 2024
Shares 29,518 Value ($000) $4,061 Avg Close Range
Q3 2024
Shares 31,970 Value ($000) $4,924 Avg Close Range
Q2 2024
Shares 25,543 Value ($000) $3,723 Avg Close Range
Q1 2024
Shares 23,053 Value ($000) $3,406 Avg Close Range
Q4 2023
Shares 21,763 Value ($000) $2,968 Avg Close Range
Q3 2023
Shares 23,276 Value ($000) $2,997 Avg Close Range
Q2 2023
Shares 24,560 Value ($000) $3,260 Avg Close Range
Q1 2023
Shares 27,055 Value ($000) $3,503 Avg Close Range
Q4 2022
Shares 28,098 Value ($000) $3,817 Avg Close Range
Q3 2022
Shares 25,838 Value ($000) $3,129 Avg Close Range
Q2 2022
Shares 24,962 Value ($000) $3,201 Avg Close Range
Q1 2022
Shares 21,255 Value ($000) $2,912 Avg Close Range
Q4 2021
Shares 21,491 Value ($000) $3,028 Avg Close Range
Q3 2021
Shares 20,441 Value ($000) $2,602 Avg Close Range
Q2 2021
Shares 18,866 Value ($000) $2,376 Avg Close Range
Q1 2021
Shares 16,206 Value ($000) $1,892 Avg Close Range
Q4 2020
Shares 14,918 Value ($000) $1,692 Avg Close Range
Q3 2020
Shares 14,930 Value ($000) $1,575 Avg Close Range
Q2 2020
Shares 15,470 Value ($000) $1,548 Avg Close Range
Q1 2020
Shares 15,460 Value ($000) $1,369 Avg Close Range
Q4 2019
Shares 14,055 Value ($000) $1,441 Avg Close Range
Q3 2019
Shares 15,904 Value ($000) $1,433 Avg Close Range
Q2 2019
Shares 18,326 Value ($000) $1,698 Avg Close Range
Q1 2019
Shares 22,119 Value ($000) $2,029 Avg Close Range
Q4 2018
Shares 22,619 Value ($000) $1,957 Avg Close Range
Q3 2018
Shares 19,144 Value ($000) $1,822 Avg Close Range
Q2 2018
Shares 14,189 Value ($000) $1,184 Avg Close Range
Q1 2018
Shares 14,389 Value ($000) $1,171 Avg Close Range
Q4 2017
Shares 12,772 Value ($000) $1,056 Avg Close Range
Q3 2017
Shares 13,352 Value ($000) $1,091 Avg Close Range
Q2 2017
Shares 9,530 Value ($000) $755 Avg Close Range
Q1 2017
Shares 4,895 Value ($000) $364 Avg Close Range