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

Lee Financial CO

$688 Million
Q2 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 939 shares of SPY stock, worth $640,454. This represents 0.08% of its overall portfolio holdings.

Number of Shares

939

Previous 765 22.75%

Holding current value

$640,454

Previous $427,000 35.83%

% of portfolio

0.08%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$496.48 - $617.85 $86,387 - $107,505	174 Added 22.75%	939 $580,000
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

5,237

Shares Held

632M

Call Options Held

375M

Put Options Held

719M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Financial CO, based on Form 13F filings with the SEC.

News

Stay updated on Lee Financial CO with notifications on news.

Account