Lee Capital Holdings’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,544	Closed	-$205K	–	115
2020 Q4	$205K	Buy	+2,544	New	+$196K	0.12%	81
2020 Q1	–	Sell	-36,052	Closed	-$2.26M	–	85
2019 Q4	$2.26M	Hold	36,052	–	–	2.09%	17
2019 Q3	$2.18M	Sell	36,052 -1,338	-4%	-$80.6K	2.03%	16
2019 Q2	$2.23M	Sell	37,390 -3,714	-9%	-$217K	2.38%	15
2019 Q1	$2.34M	Buy	+41,104	New	+$2.23M	2.6%	12
2018 Q4	–	Sell	-26,174	Closed	-$1.53M	–	71
2018 Q3	$1.53M	Sell	26,174 -13,892	-35%	-$791K	1.1%	33
2018 Q2	$2.19M	Buy	+40,066	New	+$2.12M	1.55%	24

Other funds holding XLY

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lee Capital Holdings's XLY Position: Q1 2021 in Review

Lee Capital Holdings sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2021, closing a stake of 2,544 shares — an estimated $205K sold.

Lee Capital Holdings first reported a position in XLY in Q2 2018 and held it in 7 quarters. The position peaked at $2.34M in Q1 2019. 937 funds tracked by Wall St. Rank hold XLY as of Q1 2021.

Lee Capital Holdings reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Lee Capital Holdings sold 2,544 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2021, an estimated $205K.
Lee Capital Holdings first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and held it in 7 quarters.
Lee Capital Holdings's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.34M in Q1 2019.
937 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2021.

Based on Lee Capital Holdings's 13F filing for Q1 2021, filed 14 May 2021.