SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

Lee Financial Co's Holding History (CIK: 0001391166)

Note: Option positions (PUT/CALL) are excluded.

Q3 2024
Shares 5,000 Value ($000) $228 Avg Close — Range —
Q2 2024
Shares 5,036 Value ($000) $203 Avg Close — Range —
Q1 2024
Shares 6,341 Value ($000) $258 Avg Close — Range —
Q4 2023
Shares 6,341 Value ($000) $249 Avg Close — Range —
Q3 2023
Shares 6,341 Value ($000) $222 Avg Close — Range —
Q2 2023
Shares 7,082 Value ($000) $263 Avg Close — Range —
Q1 2023
Shares 7,072 Value ($000) $269 Avg Close — Range —
Q4 2022
Shares 7,065 Value ($000) $280 Avg Close — Range —
Q3 2022
Shares 7,022 Value ($000) $249 Avg Close — Range —
Q2 2022
Shares 6,755 Value ($000) $270 Avg Close — Range —
Q1 2022
Shares 6,750 Value ($000) $297 Avg Close — Range —
Q4 2021
Shares 6,744 Value ($000) $284 Avg Close — Range —
Q3 2021
Shares 6,743 Value ($000) $264 Avg Close — Range —
Q2 2021
Shares 6,739 Value ($000) $270 Avg Close — Range —
Q1 2021
Shares 6,341 Value ($000) $244 Avg Close — Range —
Q4 2020
Shares 9,500 Value ($000) $313 Avg Close — Range —