Lee Financial CO Spdr Portfolio Transaction History

Lee Financial CO

$699 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	SELL	$58.97 - $62.89 $18,752 - $19,999	-318 Reduced 19.23%	1,336 $79,000
Q2 2023 Aug 08, 2023	BUY	$54.76 - $61.01 $54 - $61	1 Added 0.06%	1,654 $100,000
Q1 2023 May 15, 2023	BUY	$49.61 - $55.36 $49 - $55	1 Added 0.06%	1,653 $91,000
Q4 2022 Feb 09, 2023	BUY	$49.14 - $55.07 $49 - $55	1 Added 0.06%	1,652 $83,000
Q3 2022 Nov 01, 2022	SELL	$50.1 - $61.86 $2,805 - $3,464	-56 Reduced 3.28%	1,651 $83,000
Q2 2022 Aug 10, 2022	BUY	$50.47 - $67.39 $67,478 - $90,100	1,337 Added 361.35%	1,707 $89,000
Q1 2022 May 11, 2022	BUY	$59.17 - $73.03 $769 - $949	13 Added 3.64%	370 $24,000
Q4 2021 Feb 08, 2022	BUY	$63.39 - $73.48 $824 - $955	13 Added 3.78%	357 $26,000
Q3 2021 Nov 12, 2021	BUY	$63.23 - $68.45 $758 - $821	12 Added 3.61%	344 $0
Q2 2021 Aug 04, 2021	BUY	$57.17 - $63.06 $18,980 - $20,935	332 New	332 $21,000

Others Institutions Holding SPYG

# of Institutions

1,096

Shares Held

280M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.72 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.79 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.14 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$677 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$628 Million
0.04% of portfolio

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