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

Lee Financial CO

  • $699 Million
  • Q3 2024

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 $469,210. This represents 0.06% of its overall portfolio holdings.

Number of Shares
789
Holding current value
$469,210
% 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

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Lee Financial CO Portfolio

Follow Lee Financial CO and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email