Socha Financial Group, LLC Spdr S&P 500 ETF Trust Transaction History

Socha Financial Group, LLC

$214 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$467.28 - $523.17 $378,029 - $423,244	809 Added 71.53%	1,940 $1.01 Billion
Q4 2023 Feb 01, 2024	BUY	$410.68 - $476.69 $2,053 - $2,383	5 Added 0.44%	1,131 $538 Million
Q3 2023 Oct 31, 2023	SELL	$425.88 - $457.79 $17,461 - $18,769	-41 Reduced 3.51%	1,126 $481 Million
Q2 2023 Jul 28, 2023	BUY	$404.36 - $443.28 $82,085 - $89,985	203 Added 21.06%	1,167 $517 Million
Q1 2023 Apr 26, 2023	SELL	$379.5 - $416.78 $288,799 - $317,169	-761 Reduced 44.12%	964 $395 Million
Q4 2022 Mar 17, 2023	BUY	$357.63 - $407.42 $379,803 - $432,680	1,062 Added 160.18%	1,725 $660 Million
Q3 2022 Mar 17, 2023	BUY	$357.18 - $429.7 $236,810 - $284,891	663 New	663 $237 Million

Others Institutions Holding SPY

# of Institutions

4,433

Shares Held

557M

Call Options Held

275M

Put Options Held

402M

Jpmorgan Chase & CO New York, NY

56.3M
Shares

$32.3 Billion
2.7% of portfolio
Morgan Stanley New York, NY

35M
Shares

$20.1 Billion
1.49% of portfolio
Goldman Sachs Group Inc New York, NY

34.4M
Shares

$19.8 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

$7.84 Billion
1.41% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
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