Robertson Stephens Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Tip Call Options Transaction History

Robertson Stephens Wealth Management, LLC

$2.84 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPIP

# of Institutions

246

Shares Held

23.1M

Call Options Held

11.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.49M
Shares

$90 Million
0.02% of portfolio
State Street Corp Boston, MA

1.85M
Shares

$47.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.55M
Shares

$40 Million
0.02% of portfolio
Silver Oak Securities, Inc Jackson, TN

1.27M
Shares

$32.8 Million
3.1% of portfolio
Bank Of America Corp Charlotte, NC

1.18M
Shares

$30.5 Million
0.0% of portfolio

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