Morton Capital Management LLC/CA's ownership history for SPY

Morton Capital Management LLC/CA currently holds 9.7K shares with a market value of $6.5M. It started holding SPY on 2024-09-30. At its peak, it held 9.7K shares on 2025-09-30. Its highest holding value was $6.5M on 2025-09-30. At its lowest, it held 4.3K shares on 2024-09-30, with a value of $2.5M on 2024-09-30. In the recent 180 days, Morton Capital Management LLC/CA has increased its shares by 5.2K. In the recent year, Morton Capital Management LLC/CA has increased its shares by 5.4K.

It has also owned 10 contracts of puts, with the market value of the underlying securities totaling $586.1K on 2024-12-31. At its peak, it held 10 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $586.1K on 2024-12-31. At its lowest, it held 10 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $586.1K on 2024-12-31.