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Lee Financial’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Lee Financial’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-372
Closed -$27K – 830
2023
Q4 		$27K Hold
372
– – ﹤0.01% 281
2023
Q3 		$24.4K Buy
+372
New +$24.8K ﹤0.01% 280
2023
Q2 		– Sell
-89
Closed -$5.16K – 839
2023
Q1 		$5.16K Buy
+89
New +$4.83K ﹤0.01% 523

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lee Financial's XLC Position: Q1 2024 in Review

Lee Financial sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024, closing a stake of 372 shares — an estimated $27K sold.

Lee Financial first reported a position in XLC in Q1 2023 and held it in 3 quarters. The position peaked at $27K in Q4 2023. 903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

  • Lee Financial reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 372 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $27K.
  • Lee Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
  • Lee Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $27K in Q4 2023.
  • 903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

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