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 789 shares of SPY stock, worth $465,904. This represents 0.06% of its overall portfolio holdings.

Number of Shares
789
Holding current value
$465,904
% of portfolio
0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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