Lee Financial’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Lee Financial’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-34	Closed	-$1.46K	–	829
2023 Q4	$1.46K	Hold	34	–	–	﹤0.01%	778
2023 Q3	$1.34K	Buy	+34	New	+$1.4K	﹤0.01%	755
2023 Q2	–	Sell	-140	Closed	-$5.65K	–	838
2023 Q1	$5.65K	Buy	+140	New	+$5.67K	﹤0.01%	512
2022 Q1	–	Sell	-1,198	Closed	-$54K	–	979
2021 Q4	$54K	Buy	+1,198	New	+$51.7K	0.01%	249

Other funds holding XLB

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lee Financial's XLB Position: Q1 2024 in Review

Lee Financial sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2024, closing a stake of 34 shares — an estimated $1.46K sold.

Lee Financial first reported a position in XLB in Q4 2021 and held it in 4 quarters. The position peaked at $54K in Q4 2021. 794 funds tracked by Wall St. Rank hold XLB as of Q1 2024.

Lee Financial reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 34 State Street Materials Select Sector SPDR ETF shares in Q1 2024, an estimated $1.46K.
Lee Financial first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Lee Financial's State Street Materials Select Sector SPDR ETF position peaked at $54K in Q4 2021.
794 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.