Morling Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Morling Financial Advisors, LLC

$272 Million
Q1 2025

A detailed history of Morling Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 2,926 shares of SPDW stock, worth $116,484. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,926

Previous 3,045 3.91%

Holding current value

$116,484

Previous $103,000 2.91%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$33.84 - $37.77 $4,026 - $4,494	-119 Reduced 3.91%	2,926 $106,000
Q2 2024 Aug 07, 2024	SELL	$34.2 - $36.64 $818,200 - $876,575	-23,924 Reduced 88.71%	3,045 $106,000
Q1 2024 May 13, 2024	SELL	$32.85 - $35.9 $7,785 - $8,508	-237 Reduced 0.87%	26,969 $966,000
Q2 2023 Jul 28, 2023	SELL	$31.7 - $33.66 $2,092 - $2,221	-66 Reduced 0.24%	27,206 $885,000
Q4 2022 Feb 03, 2023	SELL	$25.7 - $31.02 $1,310 - $1,582	-51 Reduced 0.19%	27,272 $809,000
Q3 2022 Nov 01, 2022	SELL	$25.67 - $30.93 $205 - $247	-8 Reduced 0.03%	27,323 $705,000
Q1 2022 May 06, 2022	BUY	$31.42 - $36.91 $750,529 - $881,669	23,887 Added 693.58%	27,331 $937,000
Q4 2021 Feb 04, 2022	BUY	$35.28 - $37.98 $121,504 - $130,803	3,444 New	3,444 $126,000

Others Institutions Holding SPDW

# of Institutions

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Morling Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History