Concurrent Investment Advisors, LLC Spdr S&P 500 ETF Trust Call Options Transaction History

Concurrent Investment Advisors, LLC

$3.04 Trillion
Q2 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q1 2024 May 07, 2024	BUY	$467.28 - $523.17 $140,184 - $156,951	300 New	300 $157 Million

Others Institutions Holding SPY

# of Institutions

4,433

Shares Held

557M

Call Options Held

275M

Put Options Held

402M

Jpmorgan Chase & CO New York, NY

56.3M
Shares

$32 Billion
2.7% of portfolio
Morgan Stanley New York, NY

35M
Shares

$19.9 Billion
1.49% of portfolio
Goldman Sachs Group Inc New York, NY

34.4M
Shares

$19.6 Billion
3.23% of portfolio
Bank Of America Corp Charlotte, NC

25.1M
Shares

$14.3 Billion
1.22% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

13.7M
Shares

$7.77 Billion
1.41% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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