Morris Financial Concepts, Inc. Spdr S&P 500 ETF Trust Transaction History

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 9,975 shares of SPY stock, worth $5.25 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
9,975
Previous 10,045 0.7%
Holding current value
$5.25 Million
Previous $5.76 Million 1.42%
% of portfolio
2.55%
Previous 2.52%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$567.81 - $607.81 $39,746 - $42,546
-70 Reduced 0.7%
9,975 $5.85 Million
Q3 2024

Oct 30, 2024
SELL
$517.38 - $573.86 $16,556 - $18,363
-32 Reduced 0.32%
10,045 $5.76 Million
Q2 2024

Jul 29, 2024
SELL
$495.16 - $548.49 $16,835 - $18,648
-34 Reduced 0.34%
10,077 $5.48 Million
Q1 2024

Apr 18, 2024
BUY
$467.28 - $523.17 $1,401 - $1,569
3 Added 0.03%
10,111 $5.29 Million
Q4 2023

Jan 29, 2024
SELL
$410.68 - $476.69 $52,567 - $61,016
-128 Reduced 1.25%
10,108 $4.8 Million
Q3 2023

Oct 24, 2023
SELL
$425.88 - $457.79 $45,569 - $48,983
-107 Reduced 1.03%
10,236 $4.38 Million
Q2 2023

Aug 09, 2023
SELL
$404.36 - $443.28 $54,588 - $59,842
-135 Reduced 1.29%
10,343 $4.58 Million
Q1 2023

May 10, 2023
SELL
$379.5 - $416.78 $32,257 - $35,426
-85 Reduced 0.8%
10,478 $4.29 Million
Q4 2022

Jan 19, 2023
BUY
$357.63 - $407.42 $14,662 - $16,704
41 Added 0.39%
10,563 $0
Q3 2022

Oct 25, 2022
SELL
$357.18 - $429.7 $6,786 - $8,164
-19 Reduced 0.18%
10,522 $3.76 Million
Q2 2022

Jul 25, 2022
SELL
$365.86 - $456.8 $204,881 - $255,808
-560 Reduced 5.04%
10,541 $3.98 Million
Q1 2022

Apr 29, 2022
BUY
$416.25 - $477.71 $179,820 - $206,370
432 Added 4.05%
11,101 $5.01 Million
Q4 2021

Feb 15, 2022
BUY
$428.64 - $477.48 $4.57 Million - $5.09 Million
10,669 New
10,669 $5.07 Million

Others Institutions Holding SPY

# of Institutions
5,033
Shares Held
603M
Call Options Held
370M
Put Options Held
677M
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
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email