Lyell Wealth Management, LP Industrial Sector Spdr Transaction History

Lyell Wealth Management, LP

  • $1.32 Billion
  • Q3 2025

A detailed history of Lyell Wealth Management, LP transactions in Industrial Sector Spdr stock. As of the latest transaction made, Lyell Wealth Management, LP holds 58,201 shares of XLI stock, worth $8.85 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
58,201
Previous 58,086 0.2%
Holding current value
$8.85 Million
Previous $8.57 Million 4.76%
% of portfolio
0.68%
Previous 0.69%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$147.94 - $154.99 $17,013 - $17,823
115 Added 0.2%
58,201 $8.98 Million
Q2 2025

Jul 29, 2025
BUY
$116.42 - $147.52 $155,420 - $196,939
1,335 Added 2.35%
58,086 $8.57 Million
Q1 2025

May 08, 2025
BUY
$128.78 - $141.67 $386,082 - $424,726
2,998 Added 5.58%
56,751 $7.44 Million
Q4 2024

Jan 31, 2025
SELL
$131.76 - $143.99 $5,533 - $6,047
-42 Reduced 0.08%
53,753 $7.08 Million
Q3 2024

Oct 23, 2024
BUY
$120.56 - $135.44 $27,969 - $31,422
232 Added 0.43%
53,795 $7.29 Million
Q2 2024

Aug 08, 2024
SELL
$120.47 - $125.94 $266,720 - $278,831
-2,214 Reduced 3.97%
53,563 $6.53 Million
Q1 2024

May 03, 2024
BUY
$110.23 - $125.96 $235,120 - $268,672
2,133 Added 3.98%
55,777 $7.03 Million
Q4 2023

Feb 02, 2024
BUY
$96.44 - $114.13 $37,900 - $44,853
393 Added 0.74%
53,644 $6.11 Million
Q3 2023

Oct 31, 2023
SELL
$100.74 - $110.75 $12,088 - $13,290
-120 Reduced 0.22%
53,251 $5.4 Million
Q2 2023

Aug 04, 2023
SELL
$96.85 - $107.32 $71,765 - $79,524
-741 Reduced 1.37%
53,371 $5.73 Million
Q1 2023

May 03, 2023
SELL
$96.51 - $103.67 $325,238 - $349,367
-3,370 Reduced 5.86%
54,112 $5.48 Million
Q4 2022

Jan 24, 2023
SELL
$84.74 - $102.33 $32,370 - $39,090
-382 Reduced 0.66%
57,482 $0
Q3 2022

Oct 24, 2022
BUY
$82.84 - $100.53 $6,130 - $7,439
74 Added 0.13%
57,864 $4.79 Million
Q2 2022

Jul 28, 2022
BUY
$85.56 - $102.18 $31,229 - $37,295
365 Added 0.64%
57,790 $5.05 Million
Q1 2022

May 04, 2022
BUY
$95.6 - $107.05 $36,328 - $40,679
380 Added 0.67%
57,425 $5.91 Million
Q4 2021

Feb 08, 2022
BUY
$98.64 - $107.12 $343,267 - $372,777
3,480 Added 6.5%
57,045 $6.04 Million
Q3 2021

Nov 10, 2021
BUY
$97.84 - $105.53 $315,729 - $340,545
3,227 Added 6.41%
53,565 $5.24 Million
Q2 2021

Aug 09, 2021
BUY
$98.78 - $105.53 $436,113 - $465,914
4,415 Added 9.61%
50,338 $5.16 Million
Q1 2021

May 07, 2021
BUY
$84.77 - $98.77 $835,238 - $973,180
9,853 Added 27.32%
45,923 $4.52 Million
Q4 2020

Feb 04, 2021
BUY
$74.87 - $89.65 $780,220 - $934,242
10,421 Added 40.63%
36,070 $3.19 Million
Q3 2020

Nov 04, 2020
BUY
$67.14 - $79.9 $1.45 Million - $1.72 Million
21,526 Added 522.1%
25,649 $1.97 Million
Q2 2020

Jul 30, 2020
SELL
$56.34 - $76.29 $975,245 - $1.32 Million
-17,310 Reduced 80.76%
4,123 $283,000
Q1 2020

May 11, 2020
SELL
$48.77 - $85.23 $49,501 - $86,508
-1,015 Reduced 4.52%
21,433 $1.27 Million
Q4 2019

Feb 05, 2020
BUY
$74.07 - $82.5 $82,588 - $91,987
1,115 Added 5.23%
22,448 $1.83 Million
Q3 2019

Nov 06, 2019
BUY
$77.22 - $79.35 $33,976 - $34,914
440 Added 2.11%
21,333 $1.66 Million
Q2 2019

Aug 01, 2019
BUY
N/A
975 Added 4.9%
20,893 $1.62 Million
Q1 2019

May 06, 2019
BUY
N/A
1,911 Added 10.61%
19,918 $1.49 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-205 Reduced 1.13%
18,007 $1.16 Million
Q3 2018

Oct 30, 2018
BUY
N/A
20 Added 0.11%
18,212 $1.43 Million
Q2 2018

Jul 30, 2018
BUY
N/A
345 Added 1.93%
18,192 $1.3 Million
Q1 2018

May 07, 2018
BUY
N/A
1,770 Added 11.01%
17,847 $1.33 Million
Q4 2017

Jan 30, 2018
BUY
N/A
5,370 Added 50.15%
16,077 $1.22 Million
Q3 2017

Oct 26, 2017
BUY
N/A
10,707
10,707 $760,000

Others Institutions Holding XLI

# of Institutions
1,655
Shares Held
141M
Call Options Held
36.2M
Put Options Held
33.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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