Lee Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Lee Financial’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-82	Closed	-$7.33K	–	836
2023 Q4	$7.33K	Hold	82	–	–	﹤0.01%	479
2023 Q3	$6.6K	Buy	+82	New	+$6.93K	﹤0.01%	478
2023 Q2	–	Sell	-88	Closed	-$6.58K	–	845
2023 Q1	$6.58K	Buy	+88	New	+$6.31K	﹤0.01%	489
2022 Q1	–	Sell	-264	Closed	-$27K	–	982
2021 Q4	$27K	Buy	+264	New	+$26.3K	0.01%	326

Other funds holding XLY

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Lee Financial's XLY Position: Q1 2024 in Review

Lee Financial sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 82 shares — an estimated $7.33K sold.

Lee Financial first reported a position in XLY in Q4 2021 and held it in 4 quarters. The position peaked at $27K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

Lee Financial reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 82 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $7.33K.
Lee Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Lee Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $27K in Q4 2021.
1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

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