Lpl Financial LLC Spdr Portfolio Call Options Transaction History

Lpl Financial LLC

$320 Billion
Q3 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

1,392

Shares Held

337M

Call Options Held

247K

Put Options Held

165K

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

18M
Shares

$1.89 Billion
3.6% of portfolio
Goldman Sachs Group Inc New York, NY

14.2M
Shares

$1.49 Billion
0.19% of portfolio
Allworth Financial LP

11.4M
Shares

$1.19 Billion
5.41% of portfolio
Envestnet Asset Management Inc

11M
Shares

$1.15 Billion
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.91M
Shares

$1.04 Billion
0.25% of portfolio

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