Morling Financial Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Morling Financial Advisors, LLC

$258 Million
Q3 2024

A detailed history of Morling Financial Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 353 shares of SDY stock, worth $49,285. This represents 0.02% of its overall portfolio holdings.

Number of Shares

353

Previous 353 -0.0%

Holding current value

$49,285

Previous $44,000 13.64%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 02, 2024	SELL	$110.2 - $125.58 $13,334 - $15,195	-121 Reduced 25.53%	353 $44,000
Q3 2023 Nov 08, 2023	SELL	$115.01 - $127.58 $115 - $127	-1 Reduced 0.21%	474 $54,000
Q2 2023 Jul 28, 2023	BUY	$117.3 - $124.97 $117 - $124	1 Added 0.21%	475 $58,000
Q1 2023 May 02, 2023	BUY	$117.74 - $132.18 $117 - $132	1 Added 0.21%	474 $58,000
Q4 2022 Feb 03, 2023	BUY	$112.65 - $131.57 $112 - $131	1 Added 0.21%	473 $59,000
Q3 2022 Nov 01, 2022	BUY	$111.5 - $132.34 $111 - $132	1 Added 0.21%	472 $53,000
Q2 2022 Aug 01, 2022	SELL	$114.07 - $132.3 $16,083 - $18,654	-141 Reduced 23.04%	471 $56,000
Q1 2022 May 06, 2022	BUY	$121.65 - $130.75 $121 - $130	1 Added 0.16%	612 $78,000
Q4 2021 Feb 04, 2022	BUY	$118.81 - $129.12 $72,592 - $78,892	611 New	611 $79,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Morling Financial Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History