Schwarz Dygos Wheeler Investment Advisors LLC Spdr S&P 500 ETF Trust Call Options Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$392 Million
Q3 2024

Call Options

2 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q2 2024 Aug 02, 2024	BUY	$495.16 - $548.49 $4.95 Million - $5.48 Million	10,000 Added 100.0%	20,000 $10.9 Million
Q1 2024 May 03, 2024	BUY	$467.28 - $523.17 $4.67 Million - $5.23 Million	10,000 New	10,000 $5.23 Million

Others Institutions Holding SPY

# of Institutions

4,554

Shares Held

593M

Call Options Held

285M

Put Options Held

653M

Jpmorgan Chase & CO New York, NY

56.7M
Shares

$33.3 Billion
2.66% of portfolio
Morgan Stanley New York, NY

35.6M
Shares

$21 Billion
1.51% of portfolio
Goldman Sachs Group Inc New York, NY

33.1M
Shares

$19.5 Billion
3.14% of portfolio
Bank Of America Corp Charlotte, NC

29.6M
Shares

$17.4 Billion
1.43% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

18.3M
Shares

$10.8 Billion
1.88% of portfolio

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About SPDR S&P 500 ETF TRUST

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Exchange NYSE
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