Insight Wealth Partners, LLC Spdr S&P 500 ETF Trust Call Options Transaction History

Insight Wealth Partners, LLC

$498 Million
Q3 2024

Call Options

20 transactions

Quarter	Operation	Price Per call	calls change	calls Held
Q3 2024 Nov 13, 2024	SELL	$517.38 - $573.86 $94.6 Million - $105 Million	-182,800 Reduced 24.53%	562,400 $323 Million
Q2 2024 Jul 18, 2024	SELL	$495.16 - $548.49 $24.6 Million - $27.2 Million	-49,600 Reduced 6.24%	745,200 $406 Million
Q1 2024 May 10, 2024	SELL	$467.28 - $523.17 $54.7 Million - $61.2 Million	-117,000 Reduced 12.83%	794,800 $416 Million
Q4 2023 Feb 13, 2024	SELL	$410.68 - $476.69 $1.4 Million - $1.62 Million	-3,400 Reduced 0.37%	911,800 $433 Million
Q3 2023 Oct 30, 2023	BUY	$425.88 - $457.79 $95.7 Million - $103 Million	224,800 Added 32.56%	915,200 $391 Million
Q2 2023 Aug 11, 2023	SELL	$404.36 - $443.28 $46.4 Million - $50.9 Million	-114,800 Reduced 14.26%	690,400 $306 Million
Q1 2023 May 12, 2023	BUY	$379.5 - $416.78 $13.9 Million - $15.2 Million	36,500 Added 4.75%	805,200 $330 Million
Q4 2022 Jan 31, 2023	BUY	$357.63 - $407.42 $75 Million - $85.5 Million	209,800 Added 37.54%	768,700 $294 Million
Q3 2022 Dec 01, 2022	SELL	$357.18 - $429.7 $137 Million - $164 Million	-382,700 Reduced 40.64%	558,900 $4.39 Million
Q2 2022 Jul 13, 2022	BUY	$365.86 - $456.8 $3.73 Million - $4.66 Million	10,200 Added 1.1%	941,600 $5.89 Million
Q1 2022 May 02, 2022	BUY	$416.25 - $477.71 $81.2 Million - $93.2 Million	195,000 Added 26.48%	931,400 $37.8 Million
Q4 2021 Feb 04, 2022	SELL	$428.64 - $477.48 $6.3 Million - $7.02 Million	-14,700 Reduced 1.96%	736,400 $334 Million
Q3 2021 Nov 05, 2021	BUY	$424.97 - $453.19 $105 Million - $111 Million	245,900 Added 48.67%	751,100 $28.2 Million
Q2 2021 Jul 14, 2021	SELL	$400.61 - $428.06 $219 Million - $234 Million	-547,600 Reduced 52.01%	505,200 $30.4 Million
Q1 2021 Apr 20, 2021	BUY	$368.79 - $397.26 $17.1 Million - $18.4 Million	46,300 Added 4.6%	1,052,800 $61.2 Million
Q4 2020 Jan 19, 2021	BUY	$326.54 - $373.88 $179 Million - $205 Million	548,200 Added 119.62%	1,006,500 $52.9 Million
Q3 2020 Oct 16, 2020	SELL	$310.52 - $357.7 $213 Million - $245 Million	-685,500 Reduced 59.93%	458,300 $14.9 Million
Q2 2020 Jul 20, 2020	BUY	$246.15 - $323.2 $52.6 Million - $69.1 Million	213,800 Added 22.99%	1,143,800 $37.1 Million
Q1 2020 May 07, 2020	SELL	$222.95 - $338.34 $9.45 Million - $14.3 Million	-42,400 Reduced 4.36%	930,000 $14.3 Million
Q4 2019 Mar 16, 2020	BUY	$288.06 - $322.94 $280 Million - $314 Million	972,400 New	972,400 $37.2 Million

Others Institutions Holding SPY

# of Institutions

4,544

Shares Held

592M

Call Options Held

285M

Put Options Held

653M

Jpmorgan Chase & CO New York, NY

56.7M
Shares

$33.2 Billion
2.67% of portfolio
Morgan Stanley New York, NY

35.6M
Shares

$20.9 Billion
1.51% of portfolio
Goldman Sachs Group Inc New York, NY

33.1M
Shares

$19.4 Billion
3.14% of portfolio
Bank Of America Corp Charlotte, NC

29.6M
Shares

$17.3 Billion
1.43% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

18.3M
Shares

$10.7 Billion
1.88% of portfolio

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Account