SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 57,372 Value ($000) $8,900 Avg Close — Range —
Q3 2025
Shares 58,201 Value ($000) $8,976 Avg Close — Range —
Q2 2025
Shares 58,086 Value ($000) $8,569 Avg Close — Range —
Q1 2025
Shares 56,751 Value ($000) $7,438 Avg Close — Range —
Q4 2024
Shares 53,753 Value ($000) $7,082 Avg Close — Range —
Q3 2024
Shares 53,795 Value ($000) $7,286 Avg Close — Range —
Q2 2024
Shares 53,563 Value ($000) $6,528 Avg Close — Range —
Q1 2024
Shares 55,777 Value ($000) $7,026 Avg Close — Range —
Q4 2023
Shares 53,644 Value ($000) $6,115 Avg Close — Range —
Q3 2023
Shares 53,251 Value ($000) $5,399 Avg Close — Range —
Q2 2023
Shares 53,371 Value ($000) $5,728 Avg Close — Range —
Q1 2023
Shares 54,112 Value ($000) $5,475 Avg Close — Range —
Q4 2022
Shares 57,482 Value ($000) $5,645 Avg Close — Range —
Q3 2022
Shares 57,864 Value ($000) $4,793 Avg Close — Range —
Q2 2022
Shares 57,790 Value ($000) $5,047 Avg Close — Range —
Q1 2022
Shares 57,425 Value ($000) $5,914 Avg Close — Range —
Q4 2021
Shares 57,045 Value ($000) $6,036 Avg Close — Range —
Q3 2021
Shares 53,565 Value ($000) $5,241 Avg Close — Range —
Q2 2021
Shares 50,338 Value ($000) $5,155 Avg Close — Range —
Q1 2021
Shares 45,923 Value ($000) $4,521 Avg Close — Range —
Q4 2020
Shares 36,070 Value ($000) $3,194 Avg Close — Range —
Q3 2020
Shares 25,649 Value ($000) $1,974 Avg Close — Range —
Q2 2020
Shares 4,123 Value ($000) $283 Avg Close — Range —
Q1 2020
Shares 21,433 Value ($000) $1,265 Avg Close — Range —
Q4 2019
Shares 22,448 Value ($000) $1,829 Avg Close — Range —
Q3 2019
Shares 21,333 Value ($000) $1,656 Avg Close — Range —
Q2 2019
Shares 20,893 Value ($000) $1,618 Avg Close — Range —
Q1 2019
Shares 19,918 Value ($000) $1,494 Avg Close — Range —
Q4 2018
Shares 18,007 Value ($000) $1,160 Avg Close — Range —
Q3 2018
Shares 18,212 Value ($000) $1,428 Avg Close — Range —
Q2 2018
Shares 18,192 Value ($000) $1,303 Avg Close — Range —
Q1 2018
Shares 17,847 Value ($000) $1,326 Avg Close — Range —
Q4 2017
Shares 16,077 Value ($000) $1,217 Avg Close — Range —
Q3 2017
Shares 10,707 Value ($000) $760 Avg Close — Range —