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

Robertson Stephens Wealth Management, LLC

$1.94 Billion
Q2 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$495.16 - $548.49 $445,644 - $493,641	900 New	900 $489,000

Others Institutions Holding SPY

# of Institutions

4,431

Shares Held

557M

Call Options Held

275M

Put Options Held

402M

Jpmorgan Chase & CO New York, NY

56.3M
Shares

$32.2 Billion
2.7% of portfolio
Morgan Stanley New York, NY

35M
Shares

$20 Billion
1.49% of portfolio
Goldman Sachs Group Inc New York, NY

34.4M
Shares

$19.7 Billion
3.23% of portfolio
Bank Of America Corp Charlotte, NC

25.1M
Shares

$14.4 Billion
1.22% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

13.7M
Shares

$7.81 Billion
1.41% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
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