Lpl Financial LLC Spdr Portfolio Call Options Transaction History

Lpl Financial LLC

$283 Billion
Q2 2025

Call Options

2 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q2 2025 Aug 12, 2025	SELL	$71.83 - $95.32 $143,660 - $190,640	-2,000 Reduced 30.77%	4,500 $428,000
Q1 2025 May 07, 2025	BUY	$80.05 - $92.39 $520,325 - $600,535	6,500 New	6,500 $522,000

Others Institutions Holding SPYG

# of Institutions

1,306

Shares Held

318M

Call Options Held

346K

Put Options Held

147K

Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$1.91 Billion
3.67% of portfolio
Allworth Financial LP

11.3M
Shares

$1.13 Billion
5.37% of portfolio
Envestnet Asset Management Inc

10.2M
Shares

$1.02 Billion
0.3% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.85M
Shares

$979 Million
0.24% of portfolio
Morgan Stanley New York, NY

8.22M
Shares

$816 Million
0.05% of portfolio

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