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

Moran Wealth Management, LLC

$3.02 Billion
Q1 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 47,115 shares of SPY stock, worth $25.6 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

47,115

Previous 70,762 33.42%

Holding current value

$25.6 Million

Previous $33.6 Million 26.73%

% of portfolio

0.82%

Previous 1.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,334

Shares Held

584M

Call Options Held

250M

Put Options Held

483M

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