LYELL WEALTH MANAGEMENT, LP's ownership history for SPY


LYELL WEALTH MANAGEMENT, LP currently holds 18.8K shares with a market value of $12.2M. It started holding SPY on 2024-09-30. At its peak, it held 20.6K shares on 2024-09-30. Its highest holding value was $12.2M on 2026-03-31. At its lowest, it held 16.1K shares on 2025-12-31, with a value of $10.0M on 2025-06-30. In the recent 180 days, LYELL WEALTH MANAGEMENT, LP has increased its shares by 2.6K. In the recent year, LYELL WEALTH MANAGEMENT, LP has decreased its shares by 388.


LYELL WEALTH MANAGEMENT, LP's ownership history for SPY