Lee Financial Group Hawaii’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lee Financial Group Hawaii’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
2021 Q1	–	Sell	-17,320	Closed	-$1.13M	–	43
2020 Q4	$1.13M	Buy	17,320 +2,786	+19%	+$170K	0.95%	19
2020 Q3	$848K	Sell	14,534 -99,290	-87%	-$5.61M	0.7%	25
2020 Q2	$5.95M	Sell	113,824 -400	-0.4%	-$18.8K	5.12%	5
2020 Q1	$4.59M	Sell	114,224 -1,758	-2%	-$80.2K	5.26%	7
2019 Q4	$5.32M	Buy	115,982 +49,098	+73%	+$2.1M	4.2%	7
2019 Q3	$2.69M	Sell	66,884 -52,368	-44%	-$2.1M	2.4%	16
2019 Q2	$4.65M	Buy	119,252 +110,624	+1,282%	+$4.22M	3.98%	8
2019 Q1	$319K	Buy	+8,628	New	+$295K	0.3%	28

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Lee Financial Group Hawaii's XLK Position: Q1 2021 in Review

Lee Financial Group Hawaii sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2021, closing a stake of 17,320 shares — an estimated $1.13M sold.

Lee Financial Group Hawaii first reported a position in XLK in Q1 2019 and held it in 8 quarters. The position peaked at $5.95M in Q2 2020. 1,355 funds tracked by Wall St. Rank hold XLK as of Q1 2021.

Lee Financial Group Hawaii reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Lee Financial Group Hawaii sold 17,320 State Street Technology Select Sector SPDR ETF shares in Q1 2021, an estimated $1.13M.
Lee Financial Group Hawaii first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and held it in 8 quarters.
Lee Financial Group Hawaii's State Street Technology Select Sector SPDR ETF position peaked at $5.95M in Q2 2020.
1,355 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2021, filed 10 May 2021.