Morling Financial Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Morling Financial Advisors, LLC

  • $258 Million
  • Q3 2024

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 $505,806. This represents 0.19% of its overall portfolio holdings.

Number of Shares
852
Previous 1,170 27.18%
Holding current value
$505,806
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

# of Institutions
4,543
Shares Held
592M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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