Lee Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lee Financial’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-71	Closed	-$9.68K	–	835
2023 Q4	$9.68K	Hold	71	–	–	﹤0.01%	434
2023 Q3	$9.14K	Buy	+71	New	+$9.43K	﹤0.01%	421
2023 Q2	–	Sell	-77	Closed	-$9.97K	–	844
2023 Q1	$9.97K	Buy	+77	New	+$10.1K	﹤0.01%	419
2022 Q4	–	Hold	0	–	–	–	919
2022 Q1	–	Sell	-285	Closed	-$40K	–	981
2021 Q4	$40K	Buy	+285	New	+$37.8K	0.01%	282
2020 Q4	–	Sell	-56	Closed	-$6K	–	557
2020 Q3	$6K	Hold	56	–	–	﹤0.01%	453
2020 Q2	$6K	Hold	56	–	–	﹤0.01%	425
2020 Q1	$5K	Hold	56	–	–	﹤0.01%	384
2019 Q4	$6K	Hold	56	–	–	﹤0.01%	404
2019 Q3	$5K	Sell	56 -183	-77%	-$16.7K	﹤0.01%	424
2019 Q2	$22K	Hold	239	–	–	0.01%	257
2019 Q1	$22K	Buy	+239	New	+$21.5K	0.01%	251

Other funds holding XLV

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Lee Financial's XLV Position: Q1 2024 in Review

Lee Financial sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2024, closing a stake of 71 shares — an estimated $9.68K sold.

Lee Financial first reported a position in XLV in Q1 2019 and held it in 11 quarters. The position peaked at $40K in Q4 2021. 1,671 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

Lee Financial reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 71 State Street Health Care Select Sector SPDR ETF shares in Q1 2024, an estimated $9.68K.
Lee Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and held it in 11 quarters.
Lee Financial's State Street Health Care Select Sector SPDR ETF position peaked at $40K in Q4 2021.
1,671 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2024.

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