Kingsview Wealth Management, LLC Spdr S&P 500 ETF Trust Call Options Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Call Options

16 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$365.86 - $456.8 $2.27 Million - $2.83 Million	6,200 Added 2066.67%	6,500 $329,000
Q3 2021 Dec 03, 2021	SELL	$424.97 - $453.19 $254,982 - $271,914	-600 Reduced 66.67%	300 $0
Q3 2020 Nov 19, 2020	BUY	$310.52 - $357.7 $217,364 - $250,390	700 Added 350.0%	900 $4,000
Q2 2020 Aug 14, 2020	SELL	$246.15 - $323.2 $319,995 - $420,160	-1,300 Reduced 86.67%	200 $3,000
Q1 2020 May 11, 2020	BUY	$222.95 - $338.34 $66,885 - $101,501	300 Added 25.0%	1,500 $42,000
Q4 2019 Jan 31, 2020	SELL	$288.06 - $322.94 $230,448 - $258,352	-800 Reduced 40.0%	1,200 $0
Q4 2019 Jan 30, 2020	BUY	$288.06 - $322.94 $547,314 - $613,586	1,900 Added 1900.0%	2,000 $4,000
Q3 2019 Jan 29, 2020	SELL	$283.82 - $302.01 $56,764 - $60,402	-200 Reduced 66.67%	100 $0
Q2 2019 Jan 29, 2020	SELL	$274.57 - $295.86 $1.37 Million - $1.48 Million	-5,000 Reduced 94.34%	300 $1,000
Q4 2018 Jan 29, 2020	BUY	$234.34 - $291.73 $1.15 Million - $1.43 Million	4,900 Added 1225.0%	5,300 $31,000
Q2 2018 Jan 29, 2020	SELL	$257.47 - $278.92 $308,964 - $334,704	-1,200 Reduced 75.0%	400 $1,000
Q1 2018 Jan 29, 2020	SELL	$257.63 - $286.58 $103,052 - $114,632	-400 Reduced 20.0%	1,600 $1,000
Q4 2017 Jan 29, 2020	SELL	$252.32 - $268.2 $504,640 - $536,400	-2,000 Reduced 50.0%	2,000 $4,000
Q3 2017 Jan 29, 2020	BUY	$242.71 - $251.23 $194,168 - $200,984	800 Added 25.0%	4,000 $3,000
Q2 2017 Jan 29, 2020	SELL	N/A	-3,800 Reduced 54.29%	3,200 $1,000
Q1 2017 Jan 29, 2020	BUY	N/A	7,000	7,000 $8,000

Others Institutions Holding SPY

# of Institutions

4,552

Shares Held

593M

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

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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