Lee Financial Group Hawaii’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lee Financial Group Hawaii’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-855	Closed	-$242K	–	36
2019 Q1	$242K	Buy	+855	New	+$232K	0.23%	32

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Lee Financial Group Hawaii's SPY Position: Q2 2019 in Review

Lee Financial Group Hawaii sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2019, closing a stake of 855 shares — an estimated $242K sold.

Lee Financial Group Hawaii first reported a position in SPY in Q1 2019 and held it in 1 quarter. The position peaked at $242K in Q1 2019. 2,140 funds tracked by Wall St. Rank hold SPY as of Q2 2019.

Lee Financial Group Hawaii reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2019 after selling out during the quarter.
Lee Financial Group Hawaii sold 855 State Street SPDR S&P 500 ETF Trust shares in Q2 2019, an estimated $242K.
Lee Financial Group Hawaii first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and held it in 1 quarter.
Lee Financial Group Hawaii's State Street SPDR S&P 500 ETF Trust position peaked at $242K in Q1 2019.
2,140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2019.

Based on Lee Financial Group Hawaii's 13F filing for Q2 2019, filed 30 Jul 2019.