Lee Johnson Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lee Johnson Capital Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-24,361	Closed	-$1.33M	–	113
2025 Q4	$1.33M	Sell	24,361 -2,160	-8%	-$115K	0.46%	45
2025 Q3	$1.43M	Buy	26,521 +1,418	+6%	+$75.1K	0.47%	49
2025 Q2	$1.31M	Buy	+25,103	New	+$1.24M	0.45%	37
2023 Q1	–	Sell	-7,335	Closed	-$251K	–	22
2022 Q4	$251K	Hold	7,335	–	–	0.47%	24
2022 Q3	$223K	Sell	7,335 -16,089	-69%	-$532K	0.46%	24
2022 Q2	$737K	Buy	23,424 +137	+0.6%	+$4.74K	0.88%	24
2022 Q1	$892K	Sell	23,287 -3,278	-12%	-$128K	0.8%	41
2021 Q4	$1.04M	Buy	+26,565	New	+$1.04M	0.85%	49

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee Johnson Capital Management's XLF Position: Q1 2026 in Review

Lee Johnson Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 24,361 shares — an estimated $1.33M sold.

Lee Johnson Capital Management first reported a position in XLF in Q4 2021 and held it in 8 quarters. The position peaked at $1.43M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Lee Johnson Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Lee Johnson Capital Management sold 24,361 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.33M.
Lee Johnson Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 8 quarters.
Lee Johnson Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $1.43M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.