Lee Capital Holdings’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-47,347	Closed	-$1.83M	–	82
2019 Q4	$1.83M	Hold	47,347	–	–	1.69%	28
2019 Q3	$1.86M	Buy	47,347 +10,848	+30%	+$416K	1.74%	25
2019 Q2	$1.34M	Sell	36,499 -4,144	-10%	-$151K	1.43%	30
2019 Q1	$1.47M	Buy	+40,643	New	+$1.39M	1.64%	26
2018 Q4	–	Sell	-28,289	Closed	-$923K	–	70
2018 Q3	$923K	Sell	28,289 -9,955	-26%	-$330K	0.66%	55
2018 Q2	$1.25M	Buy	+38,244	New	+$1.2M	0.88%	46

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

BAPIM

British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return

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

Lee Capital Holdings sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2020, closing a stake of 47,347 shares — an estimated $1.83M sold.

Lee Capital Holdings first reported a position in XLRE in Q2 2018 and held it in 6 quarters. The position peaked at $1.86M in Q3 2019. 398 funds tracked by Wall St. Rank hold XLRE as of Q1 2020.

Lee Capital Holdings reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Lee Capital Holdings sold 47,347 State Street Real Estate Select Sector SPDR ETF shares in Q1 2020, an estimated $1.83M.
Lee Capital Holdings first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and held it in 6 quarters.
Lee Capital Holdings's State Street Real Estate Select Sector SPDR ETF position peaked at $1.86M in Q3 2019.
398 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2020.

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