Lee Kelleher Wealth Management Spdr S&P 500 ETF Trust Transaction History

Lee Kelleher Wealth Management

  • $151 Billion
  • Q2 2025

A detailed history of Lee Kelleher Wealth Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 18,784 shares of SPY stock, worth $12.4 Million. This represents 7.71% of its overall portfolio holdings.

Number of Shares
18,784
Previous 19,255 2.45%
Holding current value
$12.4 Million
Previous $10.8 Billion 7.75%
% of portfolio
7.71%
Previous 7.92%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$496.48 - $617.85 $233,842 - $291,007
-471 Reduced 2.45%
18,784 $11.6 Billion
Q1 2025

May 08, 2025
BUY
$551.42 - $612.93 $251,998 - $280,109
457 Added 2.43%
19,255 $10.8 Billion
Q4 2024

Apr 17, 2025
BUY
$567.81 - $607.81 $10.7 Million - $11.4 Million
18,798 New
18,798 $11 Billion

Others Institutions Holding SPY

# of Institutions
5,208
Shares Held
630M
Call Options Held
380M
Put Options Held
724M
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
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