Morris Retirement Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Morris Retirement Advisors, LLC

  • $184 Million
  • Q4 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 1,598 shares of SPY stock, worth $954,341. This represents 0.51% of its overall portfolio holdings.

Number of Shares
1,598
Previous 1,582 1.01%
Holding current value
$954,341
Previous $907,000 3.2%
% of portfolio
0.51%
Previous 0.5%

Shares

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

Jan 13, 2025
BUY
$567.81 - $607.81 $9,084 - $9,724
16 Added 1.01%
1,598 $936,000
Q3 2024

Oct 03, 2024
SELL
$517.38 - $573.86 $2,586 - $2,869
-5 Reduced 0.32%
1,582 $907,000
Q2 2024

Aug 06, 2024
SELL
$495.16 - $548.49 $18,320 - $20,294
-37 Reduced 2.28%
1,587 $863,000
Q1 2024

May 03, 2024
BUY
$467.28 - $523.17 $96,259 - $107,773
206 Added 14.53%
1,624 $849,000
Q4 2023

Feb 12, 2024
BUY
$410.68 - $476.69 $41,889 - $48,622
102 Added 7.75%
1,418 $673,000
Q3 2023

Nov 08, 2023
BUY
$425.88 - $457.79 $146,928 - $157,937
345 Added 35.53%
1,316 $562,000
Q2 2023

Jul 17, 2023
BUY
$404.36 - $443.28 $88,554 - $97,078
219 Added 29.12%
971 $430,000
Q1 2023

Apr 13, 2023
SELL
$379.5 - $416.78 $139,656 - $153,375
-368 Reduced 32.86%
752 $307,000
Q4 2022

Feb 02, 2023
BUY
$357.63 - $407.42 $6,437 - $7,333
18 Added 1.63%
1,120 $428,000
Q3 2022

Oct 14, 2022
SELL
$357.18 - $429.7 $17,859 - $21,485
-50 Reduced 4.34%
1,102 $397,000
Q2 2022

Aug 08, 2022
BUY
$365.86 - $456.8 $2,561 - $3,197
7 Added 0.61%
1,152 $435,000
Q1 2022

May 10, 2022
SELL
$416.25 - $477.71 $173,992 - $199,682
-418 Reduced 26.74%
1,145 $517,000
Q4 2021

Feb 02, 2022
BUY
$428.64 - $477.48 $194,173 - $216,298
453 Added 40.81%
1,563 $742,000
Q2 2021

Jul 29, 2021
SELL
$400.61 - $428.06 $29,645 - $31,676
-74 Reduced 6.25%
1,110 $475,000
Q1 2021

May 04, 2021
SELL
$368.79 - $397.26 $109,161 - $117,588
-296 Reduced 20.0%
1,184 $469,000
Q4 2020

Feb 01, 2021
BUY
$326.54 - $373.88 $483,279 - $553,342
1,480 New
1,480 $553,000

Others Institutions Holding SPY

# of Institutions
4,983
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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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