Lee Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lee Capital Management’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$2.28M	Hold	69,694	–	–	1.72%	20
2017 Q4	$2.23M	Sell	69,694 -18,824	-21%	-$590K	1.89%	18
2017 Q3	$2.62M	Buy	88,518 +6,112	+7%	+$176K	2.12%	9
2017 Q2	$2.25M	Buy	82,406 +796	+1%	+$21.9K	2.01%	13
2017 Q1	$2.17M	Sell	81,610 -64,400	-44%	-$1.66M	1.94%	13
2016 Q4	$3.53M	Buy	+146,010	New	+$3.48M	3.32%	3

Other funds holding XLK

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Lee Capital Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2018 at 69,694 shares worth $2.28M. The position accounts for 1.72% of the portfolio, ranked #20.

Lee Capital Management first reported a position in XLK in Q4 2016 and has held it in 6 quarters since. The position peaked at $3.53M in Q4 2016. 814 funds tracked by Wall St. Rank hold XLK as of Q1 2018.

Lee Capital Management held 69,694 shares of State Street Technology Select Sector SPDR ETF worth $2.28M as of Q1 2018.
Lee Capital Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2018.
State Street Technology Select Sector SPDR ETF made up 1.72% of Lee Capital Management's portfolio in Q1 2018, its #20 holding.
Lee Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 6 quarters since.
Lee Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $3.53M in Q4 2016.
814 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2018.

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