Morling Financial Advisors, LLC Spdr Portfolio Transaction History

Morling Financial Advisors, LLC

$228 Million
Q2 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 $143,958. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,781

Previous 1,781 -0.0%

Holding current value

$143,958

Previous $130,000 9.23%

% of portfolio

0.06%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,082

Shares Held

293M

Call Options Held

461K

Put Options Held

39.8K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Industry ETFs

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Morling Financial Advisors, LLC Spdr Portfolio Transaction History