Willner & Heller, LLC Spdr S&P 500 ETF Trust Transaction History

Willner & Heller, LLC

$110 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	$357.18 - $429.7 $218,594 - $262,976	612 New	612 $219,000

Others Institutions Holding SPY

# of Institutions

4,981

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

Jpmorgan Chase & CO New York, NY

53.2M
Shares

$31.9 Billion
2.54% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$20 Billion
1.41% of portfolio
Goldman Sachs Group Inc New York, NY

32.3M
Shares

$19.4 Billion
3.09% of portfolio
Bank Of America Corp Charlotte, NC

29.8M
Shares

$17.9 Billion
1.5% of portfolio
Capula Management LTD Grand Cayman, E9

18.1M
Shares

$10.9 Billion
65.46% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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