Lee Financial CO Spdr Portfolio S&P 600 Small C Transaction History

Lee Financial CO

$699 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$35.57 - $38.94 $10,493 - $11,487	295 Added 207.75%	437 $16,000
Q1 2023 May 15, 2023	SELL	$36.04 - $42.08 $9,911 - $11,572	-275 Reduced 65.95%	142 $5,000
Q4 2022 Feb 09, 2023	BUY	$34.79 - $39.85 $34 - $39	1 Added 0.24%	417 $15,000
Q3 2022 Nov 01, 2022	BUY	$33.99 - $41.52 $67 - $83	2 Added 0.48%	416 $14,000
Q2 2022 Aug 10, 2022	BUY	$34.83 - $42.53 $8,742 - $10,675	251 Added 153.99%	414 $15,000
Q4 2021 Feb 08, 2022	BUY	$42.23 - $46.94 $42 - $46	1 Added 0.62%	163 $7,000
Q2 2021 Aug 04, 2021	BUY	$41.43 - $45.3 $4,557 - $4,983	110 Added 211.54%	162 $7,000
Q4 2020 Feb 12, 2021	BUY	$27.77 - $35.98 $1,444 - $1,870	52 New	52 $2,000

Others Institutions Holding SPSM

# of Institutions

889

Shares Held

197M

Call Options Held

39.5K

Put Options Held

5.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.2M
Shares

$1.08 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$947 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$752 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$299 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$272 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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