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

687

Shares Held

89.7M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morling Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morling Financial Advisors, LLC with notifications on news.

Account

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