Morling Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Morling Financial Advisors, LLC

  • $258 Million
  • Q3 2024

A detailed history of Morling Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 16,552 shares of SPEM stock, worth $641,058. This represents 0.26% of its overall portfolio holdings.

Number of Shares
16,552
Previous 16,564 0.07%
Holding current value
$641,058
Previous $623,000 9.63%
% of portfolio
0.26%
Previous 0.27%

Shares

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

Oct 18, 2024
SELL
$36.02 - $41.68 $432 - $500
-12 Reduced 0.07%
16,552 $683,000
Q2 2024

Aug 07, 2024
SELL
$35.3 - $38.79 $529 - $581
-15 Reduced 0.09%
16,564 $623,000
Q1 2024

May 13, 2024
SELL
$33.69 - $36.47 $39,484 - $42,742
-1,172 Reduced 6.6%
16,579 $599,000
Q4 2023

Feb 02, 2024
BUY
$32.26 - $35.46 $4,032 - $4,432
125 Added 0.71%
17,751 $628,000
Q3 2023

Nov 08, 2023
SELL
$33.36 - $36.37 $6,071 - $6,619
-182 Reduced 1.02%
17,626 $591,000
Q2 2023

Jul 28, 2023
SELL
$33.2 - $35.75 $3,386 - $3,646
-102 Reduced 0.57%
17,808 $612,000
Q1 2023

May 02, 2023
SELL
$32.49 - $36.44 $2,859 - $3,206
-88 Reduced 0.49%
17,910 $611,000
Q4 2022

Feb 03, 2023
SELL
$30.18 - $34.51 $23,751 - $27,159
-787 Reduced 4.19%
17,998 $593,000
Q3 2022

Nov 01, 2022
SELL
$31.04 - $35.55 $2,328 - $2,666
-75 Reduced 0.4%
18,785 $583,000
Q2 2022

Aug 01, 2022
SELL
$33.85 - $40.03 $9,207 - $10,888
-272 Reduced 1.42%
18,860 $656,000
Q1 2022

May 06, 2022
SELL
$35.69 - $43.02 $7,352 - $8,862
-206 Reduced 1.07%
19,132 $739,000
Q4 2021

Feb 04, 2022
BUY
$40.07 - $44.51 $774,873 - $860,734
19,338 New
19,338 $802,000

Others Institutions Holding SPEM

# of Institutions
817
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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