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

Moran Wealth Management, LLC

  • $3.18 Billion
  • Q3 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 49,671 shares of SPY stock, worth $29.5 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
49,671
Previous 49,578 0.19%
Holding current value
$29.5 Million
Previous $27 Million 5.64%
% of portfolio
0.9%
Previous 0.91%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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