Ledge Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	BUY	$357.63 - $407.42 $352,265 - $401,308	985 New	985 $376,000

Others Institutions Holding SPY

# of Institutions

4,953

Shares Held

600M

Call Options Held

333M

Put Options Held

615M

Jpmorgan Chase & CO New York, NY

53.2M
Shares

$32.5 Billion
2.54% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$20.4 Billion
1.41% of portfolio
Goldman Sachs Group Inc New York, NY

32.3M
Shares

$19.7 Billion
3.09% of portfolio
Bank Of America Corp Charlotte, NC

29.8M
Shares

$18.2 Billion
1.5% of portfolio
Capula Management LTD Grand Cayman, E9

18.1M
Shares

$11.1 Billion
65.46% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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