Lee Financial CO Spdr Portfolio Transaction History

Lee Financial CO

$597 Million
Q1 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	$49.47 - $55.07 $49 - $55	1 Added 0.06%	1,652 $83,000
Q3 2022 Nov 01, 2022	SELL	N/A	-56 Reduced 3.28%	1,651 $83,000

Q2 2022 Aug 10, 2022	BUY	N/A	1,337 Added 361.35%	1,707 $89,000
Q1 2022 May 11, 2022	BUY	N/A	13 Added 3.64%	370 $24,000
Q4 2021 Feb 08, 2022	BUY	N/A	13 Added 3.78%	357 $26,000
Q3 2021 Nov 12, 2021	BUY	N/A	12 Added 3.61%	344 $0
Q2 2021 Aug 04, 2021	BUY	N/A	332 New	332 $21,000

Others Institutions Holding SPYG

# of Institutions

999

Shares Held

269M

Call Options Held

331K

Put Options Held

78.3K

Lpl Financial LLC Fort Mill, SC

28M
Shares

$2.33 Billion
1.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21.7M
Shares

$1.8 Billion
3.57% of portfolio
Allworth Financial LP

12.8M
Shares

$1.06 Billion
6.66% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.89M
Shares

$656 Million
0.16% of portfolio
Horizon Investments, LLC Charlotte, NC

7.44M
Shares

$618 Million
12.32% of portfolio

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