Lee Capital Holdings’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-59,350	Closed	-$1.92M	–	83
2019 Q4	$1.92M	Hold	59,350	–	–	1.77%	26
2019 Q3	$1.92M	Buy	59,350 +12,892	+28%	+$398K	1.8%	23
2019 Q2	$1.39M	Sell	46,458 -5,204	-10%	-$153K	1.48%	29
2019 Q1	$1.5M	Sell	51,662 -92,158	-64%	-$2.56M	1.67%	25
2018 Q4	$3.81M	Buy	143,820 +107,680	+298%	+$2.93M	5.69%	3
2018 Q3	$951K	Sell	36,140 -13,260	-27%	-$352K	0.68%	52
2018 Q2	$1.28M	Buy	+49,400	New	+$1.24M	0.91%	44

Other funds holding XLU

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lee Capital Holdings sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2020, closing a stake of 59,350 shares — an estimated $1.92M sold.

Lee Capital Holdings first reported a position in XLU in Q2 2018 and held it in 7 quarters. The position peaked at $3.81M in Q4 2018. 836 funds tracked by Wall St. Rank hold XLU as of Q1 2020.

Lee Capital Holdings reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Lee Capital Holdings sold 59,350 State Street Utilities Select Sector SPDR ETF shares in Q1 2020, an estimated $1.92M.
Lee Capital Holdings first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and held it in 7 quarters.
Lee Capital Holdings's State Street Utilities Select Sector SPDR ETF position peaked at $3.81M in Q4 2018.
836 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2020.

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