Lee Capital Holdings’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lee Capital Holdings’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-84,395	Closed	-$2.6M	–	78
2019 Q4	$2.6M	Hold	84,395	–	–	2.4%	12
2019 Q3	$2.36M	Sell	84,395 -4,409	-5%	-$122K	2.21%	11
2019 Q2	$2.45M	Sell	88,804 -11,372	-11%	-$308K	2.62%	13
2019 Q1	$2.58M	Buy	+100,176	New	+$2.59M	2.86%	9
2018 Q4	–	Sell	-61,025	Closed	-$1.68M	–	66
2018 Q3	$1.68M	Sell	61,025 -20,024	-25%	-$560K	1.21%	30
2018 Q2	$2.15M	Buy	+81,049	New	+$2.24M	1.52%	25

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lee Capital Holdings's XLF Position: Q1 2020 in Review

Lee Capital Holdings sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 84,395 shares — an estimated $2.6M sold.

Lee Capital Holdings first reported a position in XLF in Q2 2018 and held it in 6 quarters. The position peaked at $2.6M in Q4 2019. 973 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

Lee Capital Holdings reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Lee Capital Holdings sold 84,395 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $2.6M.
Lee Capital Holdings first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and held it in 6 quarters.
Lee Capital Holdings's State Street Financial Select Sector SPDR ETF position peaked at $2.6M in Q4 2019.
973 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on Lee Capital Holdings's 13F filing for Q1 2020, filed 14 May 2020.