Morling Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Morling Financial Advisors, LLC

$270 Million
Q4 2024

A detailed history of Morling Financial Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 20,883 shares of SPTM stock, worth $1.41 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

20,883

Previous 21,360 2.23%

Holding current value

$1.41 Million

Previous $1.5 Million 0.33%

% of portfolio

0.55%

Previous 0.58%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$69.3 - $74.3 $33,056 - $35,441	-477 Reduced 2.23%	20,883 $1.49 Million
Q3 2024 Oct 18, 2024	SELL	$63.28 - $70.06 $11,833 - $13,101	-187 Reduced 0.87%	21,360 $1.5 Million
Q2 2024 Aug 07, 2024	SELL	$60.69 - $66.83 $70,825 - $77,990	-1,167 Reduced 5.14%	21,547 $1.43 Million
Q1 2024 May 13, 2024	SELL	$57.38 - $64.15 $72,872 - $81,470	-1,270 Reduced 5.3%	22,714 $1.46 Million
Q4 2023 Feb 02, 2024	SELL	$50.31 - $58.65 $34,663 - $40,409	-689 Reduced 2.79%	23,984 $1.4 Million
Q3 2023 Nov 08, 2023	SELL	$52.22 - $56.31 $81,672 - $88,068	-1,564 Reduced 5.96%	24,673 $1.3 Million
Q2 2023 Jul 28, 2023	SELL	$49.75 - $54.44 $5,920 - $6,478	-119 Reduced 0.45%	26,237 $1.43 Million
Q1 2023 May 02, 2023	SELL	$46.97 - $51.65 $38,327 - $42,146	-816 Reduced 3.0%	26,356 $1.33 Million
Q4 2022 Feb 03, 2023	SELL	$44.09 - $50.41 $26,454 - $30,245	-600 Reduced 2.16%	27,172 $1.28 Million
Q3 2022 Nov 01, 2022	SELL	$44.11 - $53.04 $52,667 - $63,329	-1,194 Reduced 4.12%	27,772 $1.23 Million
Q2 2022 Aug 01, 2022	SELL	$45.19 - $56.15 $12,969 - $16,115	-287 Reduced 0.98%	28,966 $1.35 Million
Q1 2022 May 06, 2022	SELL	$51.36 - $58.82 $130,094 - $148,991	-2,533 Reduced 7.97%	29,253 $1.63 Million
Q4 2021 Feb 04, 2022	BUY	$52.99 - $58.74 $1.68 Million - $1.87 Million	31,786 New	31,786 $1.86 Million

Others Institutions Holding SPTM

# of Institutions

682

Shares Held

93.2M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Morling Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History