Morris Financial Concepts, Inc. Spdr S&P 500 ETF Trust Transaction History
Morris Financial Concepts, Inc.
- $247 Million
- Q2 2025
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 8,648 shares of SPY stock, worth $5.71 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
8,648
Previous 9,711
10.95%
Holding current value
$5.71 Million
Previous $5.43 Million
1.64%
% of portfolio
2.16%
Previous 2.32%
Shares
15 transactions
Others Institutions Holding SPY
# of Institutions
5,208Shares Held
630MCall Options Held
380MPut Options Held
724M-
Jpmorgan Chase & CO New York, NY58MShares$38.3 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.4 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.3 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.4 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.2 Billion2.65% of portfolio