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Lee, Danner & Bass’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-100
Closed -$4.83K – 720
2024
Q4 		$4.83K Buy
+100
New +$4.83K ﹤0.01% 600
2021
Q3 		– Sell
-11,049
Closed -$405K – 207
2021
Q2 		$405K Buy
11,049
+3,399
+44% +$124K 0.04% 159
2021
Q1 		$260K Buy
+7,650
New +$246K 0.03% 174

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lee, Danner & Bass's XLF Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 100 shares — an estimated $4.83K sold.

Lee, Danner & Bass first reported a position in XLF in Q1 2021 and held it in 3 quarters. The position peaked at $405K in Q2 2021. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • Lee, Danner & Bass reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 100 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $4.83K.
  • Lee, Danner & Bass first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 3 quarters.
  • Lee, Danner & Bass's State Street Financial Select Sector SPDR ETF position peaked at $405K in Q2 2021.
  • 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.