Spdr S&p 500 Etf shares owned by Lee Financial
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $145k | 305 | 475.59 |
| 2023-09-30 | $131k | 305 | 427.71 |
| 2023-06-30 | $167k | 376 | 443.10 |
| 2023-03-31 | $155k | 378 | 410.03 |
| 2022-12-31 | $145k | 378 | 382.55 |
| 2022-09-30 | $134k | 376 | 356.38 |
| 2022-06-30 | $151k | 401 | 376.56 |
| 2022-03-31 | $185k | 410 | 451.22 |
| 2021-12-31 | $217k | 457 | 474.84 |
| 2021-09-30 | $196k | 456 | 429.82 |
| 2021-06-30 | $182k | 425 | 428.24 |
| 2021-03-31 | $128k | 322 | 397.52 |
| 2020-12-31 | $113k | 303 | 372.94 |
| 2020-09-30 | $96k | 287 | 334.49 |
| 2020-06-30 | $89k | 287 | 310.10 |
| 2020-03-31 | $21k | 83 | 253.01 |
| 2019-12-31 | $76k | 236 | 322.03 |
| 2019-09-30 | $115k | 388 | 296.39 |
| 2019-06-30 | $277k | 945 | 293.12 |
| 2019-03-31 | $267k | 945 | 282.54 |
| 2018-12-31 | $236k | 945 | 249.74 |
| 2018-09-30 | $108k | 370 | 291.89 |
| 2018-06-30 | $100k | 370 | 270.27 |
| 2018-03-31 | $61k | 232 | 262.93 |
| 2017-12-31 | $335k | 1.3k | 266.93 |
| 2017-09-30 | $314k | 1.3k | 251.20 |
| 2017-06-30 | $304k | 1.3k | 242.04 |
| 2017-03-31 | $835k | 3.5k | 235.81 |
| 2016-12-31 | $751k | 3.4k | 223.45 |