Lee Financial CO Spdr Portfolio S&P 500 Value E Transaction History

Lee Financial CO

$699 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$40.17 - $43.27 $80 - $86	2 Added 0.38%	532 $22,000
Q1 2023 May 15, 2023	SELL	$38.68 - $42.77 $12,957 - $14,327	-335 Reduced 38.73%	530 $21,000
Q4 2022 Feb 09, 2023	BUY	$34.79 - $40.71 $208 - $244	6 Added 0.7%	865 $33,000
Q3 2022 Nov 01, 2022	SELL	$34.49 - $40.43 $1,276 - $1,495	-37 Reduced 4.13%	859 $30,000
Q2 2022 Aug 10, 2022	BUY	$35.93 - $42.52 $8,982 - $10,630	250 Added 38.7%	896 $33,000
Q1 2022 May 11, 2022	BUY	$39.54 - $42.64 $2,293 - $2,473	58 Added 9.86%	646 $27,000
Q4 2021 Feb 08, 2022	BUY	$39.14 - $42.04 $1,996 - $2,144	51 Added 9.5%	588 $25,000
Q3 2021 Nov 12, 2021	BUY	$38.51 - $40.73 $38 - $40	1 Added 0.19%	537 $0
Q2 2021 Aug 04, 2021	BUY	$38.15 - $40.6 $20,448 - $21,761	536 New	536 $21,000

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

About SPDR PORTFOLIO S&P 500 VALUE E

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