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

Lee Capital Management’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
2018 Q1	$1.46M	Hold	52,996	–	–	1.1%	35
2017 Q4	$1.48M	Sell	52,996 -14,790	-22%	-$398K	1.26%	31
2017 Q3	$1.75M	Buy	67,786 +5,395	+9%	+$135K	1.42%	28
2017 Q2	$1.54M	Buy	62,391 +615	+1%	+$14.6K	1.37%	32
2017 Q1	$1.47M	Hold	61,776	–	–	1.31%	34
2016 Q4	$1.44M	Buy	+61,776	New	+$1.33M	1.35%	28

Other funds holding XLF

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Lee Capital Management's XLF Position: Q1 2018 in Review

Lee Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2018 at 52,996 shares worth $1.46M. The position accounts for 1.1% of the portfolio, ranked #35.

Lee Capital Management first reported a position in XLF in Q4 2016 and has held it in 6 quarters since. The position peaked at $1.75M in Q3 2017. 973 funds tracked by Wall St. Rank hold XLF as of Q1 2018.

Lee Capital Management held 52,996 shares of State Street Financial Select Sector SPDR ETF worth $1.46M as of Q1 2018.
Lee Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2018.
State Street Financial Select Sector SPDR ETF made up 1.1% of Lee Capital Management's portfolio in Q1 2018, its #35 holding.
Lee Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 6 quarters since.
Lee Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $1.75M in Q3 2017.
973 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.