Lee Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Lee Financial’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-151	Closed	-$17.2K	–	831
2023 Q4	$17.2K	Hold	151	–	–	﹤0.01%	343
2023 Q3	$15.3K	Buy	+151	New	+$16.2K	﹤0.01%	338
2023 Q2	–	Sell	-56	Closed	-$5.67K	–	841
2023 Q1	$5.67K	Buy	+56	New	+$5.63K	﹤0.01%	511
2022 Q2	–	Sell	-5	Closed	-$1K	–	1024
2022 Q1	$1K	Sell	5 -616	-99%	-$62.6K	﹤0.01%	743
2021 Q4	$66K	Buy	+621	New	+$64.5K	0.01%	225

Other funds holding XLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Lee Financial's XLI Position: Q1 2024 in Review

Lee Financial sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 151 shares — an estimated $17.2K sold.

Lee Financial first reported a position in XLI in Q4 2021 and held it in 5 quarters. The position peaked at $66K in Q4 2021. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

Lee Financial reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 151 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $17.2K.
Lee Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Lee Financial's State Street Industrial Select Sector SPDR ETF position peaked at $66K in Q4 2021.
1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

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