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

Morling Financial Advisors, LLC

$260 Million
Q2 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 16,215 shares of SPEM stock, worth $765,996. This represents 0.27% of its overall portfolio holdings.

Number of Shares

16,215

Previous 16,304 0.55%

Holding current value

$765,996

Previous $641,000 8.11%

% of portfolio

0.27%

Previous 0.24%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$34.72 - $42.74 $3,090 - $3,803	-89 Reduced 0.55%	16,215 $693,000
Q1 2025 May 06, 2025	SELL	$37.07 - $40.63 $7,488 - $8,207	-202 Reduced 1.22%	16,304 $641,000
Q4 2024 Feb 07, 2025	SELL	$38.37 - $42.82 $1,765 - $1,969	-46 Reduced 0.28%	16,506 $633,000
Q3 2024 Oct 18, 2024	SELL	$36.02 - $41.68 $432 - $500	-12 Reduced 0.07%	16,552 $683,000
Q2 2024 Aug 07, 2024	SELL	$35.3 - $38.79 $529 - $581	-15 Reduced 0.09%	16,564 $623,000
Q1 2024 May 13, 2024	SELL	$33.69 - $36.47 $39,484 - $42,742	-1,172 Reduced 6.6%	16,579 $599,000
Q4 2023 Feb 02, 2024	BUY	$32.26 - $35.46 $4,032 - $4,432	125 Added 0.71%	17,751 $628,000
Q3 2023 Nov 08, 2023	SELL	$33.36 - $36.37 $6,071 - $6,619	-182 Reduced 1.02%	17,626 $591,000
Q2 2023 Jul 28, 2023	SELL	$33.2 - $35.75 $3,386 - $3,646	-102 Reduced 0.57%	17,808 $612,000
Q1 2023 May 02, 2023	SELL	$32.49 - $36.44 $2,859 - $3,206	-88 Reduced 0.49%	17,910 $611,000
Q4 2022 Feb 03, 2023	SELL	$30.18 - $34.51 $23,751 - $27,159	-787 Reduced 4.19%	17,998 $593,000
Q3 2022 Nov 01, 2022	SELL	$31.04 - $35.55 $2,328 - $2,666	-75 Reduced 0.4%	18,785 $583,000
Q2 2022 Aug 01, 2022	SELL	$33.85 - $40.03 $9,207 - $10,888	-272 Reduced 1.42%	18,860 $656,000
Q1 2022 May 06, 2022	SELL	$35.69 - $43.02 $7,352 - $8,862	-206 Reduced 1.07%	19,132 $739,000
Q4 2021 Feb 04, 2022	BUY	$40.07 - $44.51 $774,873 - $860,734	19,338 New	19,338 $802,000

Others Institutions Holding SPEM

# of Institutions

956

Shares Held

225M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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