Moran Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Moran Wealth Management, LLC

$3.08 Billion
Q4 2024

A detailed history of Moran Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Moran Wealth Management, LLC holds 55,119 shares of SPY stock, worth $31.3 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

55,119

Previous 49,671 10.97%

Holding current value

$31.3 Million

Previous $28.5 Million 13.33%

% of portfolio

1.05%

Previous 0.9%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$567.81 - $607.81 $3.09 Million - $3.31 Million	5,448 Added 10.97%	55,119 $32.3 Million
Q3 2024 Nov 08, 2024	BUY	$517.38 - $573.86 $48,116 - $53,368	93 Added 0.19%	49,671 $28.5 Million
Q2 2024 Aug 13, 2024	BUY	$495.16 - $548.49 $1.22 Million - $1.35 Million	2,463 Added 5.23%	49,578 $27 Million
Q1 2024 May 15, 2024	SELL	$467.28 - $523.17 $11 Million - $12.4 Million	-23,647 Reduced 33.42%	47,115 $24.6 Million
Q4 2023 Feb 07, 2024	BUY	$410.68 - $476.69 $11.9 Million - $13.8 Million	28,934 Added 69.17%	70,762 $33.6 Million
Q3 2023 Nov 13, 2023	SELL	$425.88 - $457.79 $22,145 - $23,805	-52 Reduced 0.12%	41,828 $17.9 Million
Q2 2023 Aug 10, 2023	SELL	$404.36 - $443.28 $103,516 - $113,479	-256 Reduced 0.61%	41,880 $18.6 Million
Q1 2023 May 10, 2023	BUY	$379.5 - $416.78 $1.37 Million - $1.5 Million	3,608 Added 9.36%	42,136 $17.3 Million
Q4 2022 Feb 13, 2023	BUY	$357.63 - $407.42 $13.8 Million - $15.7 Million	38,528 New	38,528 $0

Others Institutions Holding SPY

# of Institutions

5,019

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Moran Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History