Morling Financial Advisors, LLC Spdr Portfolio Transaction History

Morling Financial Advisors, LLC

  • $258 Million
  • Q3 2024

A detailed history of Morling Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,781 shares of SPYG stock, worth $153,183. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,781
Previous 1,781 -0.0%
Holding current value
$153,183
Previous $142,000 3.52%
% of portfolio
0.06%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 28, 2023
BUY
$54.76 - $61.01 $273 - $305
5 Added 0.28%
1,781 $108,000
Q1 2023

May 02, 2023
BUY
$49.61 - $55.36 $297 - $332
6 Added 0.34%
1,776 $98,000
Q4 2022

Feb 03, 2023
SELL
$49.14 - $55.07 $491 - $550
-10 Reduced 0.56%
1,770 $89,000
Q3 2022

Nov 01, 2022
BUY
$50.1 - $61.86 $250 - $309
5 Added 0.28%
1,780 $89,000
Q2 2022

Aug 01, 2022
BUY
$50.47 - $67.39 $201 - $269
4 Added 0.23%
1,775 $93,000
Q1 2022

May 06, 2022
BUY
$59.17 - $73.03 $177 - $219
3 Added 0.17%
1,771 $117,000
Q4 2021

Feb 04, 2022
BUY
$63.39 - $73.48 $112,073 - $129,912
1,768 New
1,768 $128,000

Others Institutions Holding SPYG

# of Institutions
1,086
Shares Held
283M
Call Options Held
461K
Put Options Held
35.8K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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