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%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$496.48 - $617.85 $527,758 - $656,774	-1,063 Reduced 10.95%	8,648 $5.34 Million
Q1 2025 Apr 29, 2025	SELL	$551.42 - $612.93 $145,574 - $161,813	-264 Reduced 2.65%	9,711 $5.43 Million
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

5,208

Shares Held

630M

Call Options Held

380M

Put Options Held

724M

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