Lee Financial CO Spdr S&P 500 ETF Trust Transaction History

Lee Financial CO

$650 Million
Q1 2025

A detailed history of Lee Financial CO transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lee Financial CO holds 765 shares of SPY stock, worth $445,887. This represents 0.07% of its overall portfolio holdings.

Number of Shares

765

Previous 803 4.73%

Holding current value

$445,887

Previous $470,000 9.15%

% of portfolio

0.07%

Previous 0.07%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$551.42 - $612.93 $20,953 - $23,291	-38 Reduced 4.73%	765 $427,000
Q4 2024 Jan 30, 2025	BUY	$567.81 - $607.81 $7,949 - $8,509	14 Added 1.77%	803 $470,000
Q3 2024 Nov 14, 2024	BUY	$517.38 - $573.86 $408,212 - $452,775	789 New	789 $452,000
Q3 2023 Nov 09, 2023	SELL	$425.88 - $457.79 $30,237 - $32,503	-71 Reduced 18.88%	305 $130,000
Q2 2023 Aug 08, 2023	SELL	$404.36 - $443.28 $808 - $886	-2 Reduced 0.53%	376 $166,000
Q4 2022 Feb 09, 2023	BUY	$357.63 - $407.42 $715 - $814	2 Added 0.53%	378 $144,000
Q3 2022 Nov 01, 2022	SELL	$357.18 - $429.7 $8,929 - $10,742	-25 Reduced 6.23%	376 $134,000
Q2 2022 Aug 10, 2022	SELL	$365.86 - $456.8 $3,292 - $4,111	-9 Reduced 2.2%	401 $151,000
Q1 2022 May 11, 2022	SELL	$416.25 - $477.71 $19,563 - $22,452	-47 Reduced 10.28%	410 $185,000
Q4 2021 Feb 08, 2022	BUY	$428.64 - $477.48 $428 - $477	1 Added 0.22%	457 $217,000
Q3 2021 Nov 12, 2021	BUY	$424.97 - $453.19 $13,174 - $14,048	31 Added 7.29%	456 $195,000
Q2 2021 Aug 04, 2021	BUY	$400.61 - $428.06 $41,262 - $44,090	103 Added 31.99%	425 $182,000
Q1 2021 May 13, 2021	BUY	$368.79 - $397.26 $7,007 - $7,547	19 Added 6.27%	322 $128,000
Q4 2020 Feb 12, 2021	BUY	$326.54 - $373.88 $5,224 - $5,982	16 Added 5.57%	303 $113,000
Q2 2020 Aug 11, 2020	BUY	$246.15 - $323.2 $50,214 - $65,932	204 Added 245.78%	287 $89,000
Q1 2020 May 07, 2020	SELL	$222.95 - $338.34 $34,111 - $51,766	-153 Reduced 64.83%	83 $21,000
Q4 2019 Feb 14, 2020	SELL	$288.06 - $322.94 $43,785 - $49,086	-152 Reduced 39.18%	236 $76,000
Q3 2019 Nov 08, 2019	SELL	$283.82 - $302.01 $158,087 - $168,219	-557 Reduced 58.94%	388 $115,000
Q4 2018 Feb 11, 2019	BUY	$234.34 - $291.73 $134,745 - $167,744	575 Added 155.41%	945 $236,000
Q2 2018 Aug 14, 2018	BUY	$257.47 - $278.92 $35,530 - $38,490	138 Added 59.48%	370 $100,000
Q1 2018 May 09, 2018	SELL	$257.63 - $286.58 $263,555 - $293,171	-1,023 Reduced 81.51%	232 $61,000
Q4 2017 Feb 09, 2018	BUY	$252.32 - $268.2 $1,261 - $1,341	5 Added 0.4%	1,255 $335,000
Q3 2017 Nov 07, 2017	BUY	$242.71 - $251.23 $303,387 - $314,037	1,250	1,250 $314,000

Others Institutions Holding SPY

# of Institutions

5,060

Shares Held

584M

Call Options Held

390M

Put Options Held

668M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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