Morton Brown Family Wealth, LLC Spdr S&P 500 ETF Trust Transaction History

Morton Brown Family Wealth, LLC

  • $328 Million
  • Q2 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 22,162 shares of SPY stock, worth $14.8 Million. This represents 4.17% of its overall portfolio holdings.

Number of Shares
22,162
Previous 21,454 3.3%
Holding current value
$14.8 Million
Previous $12 Million 14.09%
% of portfolio
4.17%
Previous 4.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$496.48 - $617.85 $351,507 - $437,437
708 Added 3.3%
22,162 $13.7 Million
Q1 2025

Apr 25, 2025
BUY
$551.42 - $612.93 $59,001 - $65,583
107 Added 0.5%
21,454 $12 Million
Q4 2024

Jan 31, 2025
SELL
$567.81 - $607.81 $461,061 - $493,541
-812 Reduced 3.66%
21,347 $12.5 Million
Q3 2024

Oct 24, 2024
SELL
$517.38 - $573.86 $48,633 - $53,942
-94 Reduced 0.42%
22,159 $12.7 Million
Q2 2024

Jul 30, 2024
SELL
$495.16 - $548.49 $317,892 - $352,130
-642 Reduced 2.8%
22,253 $12.1 Million
Q1 2024

Apr 23, 2024
SELL
$467.28 - $523.17 $242,518 - $271,525
-519 Reduced 2.22%
22,895 $12 Million
Q4 2023

Jan 26, 2024
BUY
$410.68 - $476.69 $53,388 - $61,969
130 Added 0.56%
23,414 $11.1 Million
Q3 2023

Oct 18, 2023
SELL
$425.88 - $457.79 $219,328 - $235,761
-515 Reduced 2.16%
23,284 $9.95 Million
Q2 2023

Jul 25, 2023
SELL
$404.36 - $443.28 $119,286 - $130,767
-295 Reduced 1.22%
23,799 $10.5 Million
Q1 2023

Apr 25, 2023
SELL
$379.5 - $416.78 $58,822 - $64,600
-155 Reduced 0.64%
24,094 $9.86 Million
Q4 2022

Feb 01, 2023
BUY
$357.63 - $407.42 $835,781 - $952,140
2,337 Added 10.67%
24,249 $9.27 Million
Q3 2022

Oct 31, 2022
BUY
$357.18 - $429.7 $4.21 Million - $5.06 Million
11,779 Added 116.24%
21,912 $7.83 Million
Q2 2022

Jul 21, 2022
SELL
$365.86 - $456.8 $24,146 - $30,148
-66 Reduced 0.65%
10,133 $3.82 Million
Q1 2022

Apr 20, 2022
BUY
$416.25 - $477.71 $437,062 - $501,595
1,050 Added 11.48%
10,199 $4.61 Million
Q4 2021

Feb 11, 2022
BUY
$428.64 - $477.48 $3.92 Million - $4.37 Million
9,149 New
9,149 $4.36 Million

Others Institutions Holding SPY

# of Institutions
5,192
Shares Held
643M
Call Options Held
380M
Put Options Held
723M
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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