A detailed history of Morling Financial Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 852 shares of SPY stock, worth $512,341. This represents 0.19% of its overall portfolio holdings.

Number of Shares
852
Previous 1,170 27.18%
Holding current value
$512,341
Previous $636,000 23.27%
% of portfolio
0.19%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$517.38 - $573.86 $164,526 - $182,487
-318 Reduced 27.18%
852 $488,000
Q2 2024

Aug 07, 2024

SELL
$495.16 - $548.49 $495 - $548
-1 Reduced 0.09%
1,170 $636,000
Q1 2024

May 13, 2024

BUY
$467.28 - $523.17 $215,883 - $241,704
462 Added 65.16%
1,171 $612,000
Q3 2022

Nov 01, 2022

BUY
$357.18 - $429.7 $253,240 - $304,657
709 New
709 $253,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Morling Financial Advisors, LLC Portfolio

Follow Morling Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.