Morling Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Morling Financial Advisors, LLC

  • $254 Million
  • Q3 2025

A detailed history of Morling Financial Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 18,376 shares of SPTM stock, worth $1.49 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
18,376
Previous 20,534 10.51%
Holding current value
$1.49 Million
Previous $1.54 Million 3.58%
% of portfolio
0.58%
Previous 0.59%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$74.93 - $80.73 $161,698 - $174,215
-2,158 Reduced 10.51%
18,376 $1.48 Million
Q2 2025

Aug 11, 2025
SELL
$60.34 - $74.89 $4,827 - $5,991
-80 Reduced 0.39%
20,534 $1.54 Million
Q1 2025

May 06, 2025
SELL
$67.03 - $74.61 $18,031 - $20,070
-269 Reduced 1.29%
20,614 $1.4 Million
Q4 2024

Feb 07, 2025
SELL
$69.3 - $74.3 $33,056 - $35,441
-477 Reduced 2.23%
20,883 $1.49 Million
Q3 2024

Oct 18, 2024
SELL
$63.28 - $70.06 $11,833 - $13,101
-187 Reduced 0.87%
21,360 $1.5 Million
Q2 2024

Aug 07, 2024
SELL
$60.69 - $66.83 $70,825 - $77,990
-1,167 Reduced 5.14%
21,547 $1.43 Million
Q1 2024

May 13, 2024
SELL
$57.38 - $64.15 $72,872 - $81,470
-1,270 Reduced 5.3%
22,714 $1.46 Million
Q4 2023

Feb 02, 2024
SELL
$50.31 - $58.65 $34,663 - $40,409
-689 Reduced 2.79%
23,984 $1.4 Million
Q3 2023

Nov 08, 2023
SELL
$52.22 - $56.31 $81,672 - $88,068
-1,564 Reduced 5.96%
24,673 $1.3 Million
Q2 2023

Jul 28, 2023
SELL
$49.75 - $54.44 $5,920 - $6,478
-119 Reduced 0.45%
26,237 $1.43 Million
Q1 2023

May 02, 2023
SELL
$46.97 - $51.65 $38,327 - $42,146
-816 Reduced 3.0%
26,356 $1.33 Million
Q4 2022

Feb 03, 2023
SELL
$44.09 - $50.41 $26,454 - $30,245
-600 Reduced 2.16%
27,172 $1.28 Million
Q3 2022

Nov 01, 2022
SELL
$44.11 - $53.04 $52,667 - $63,329
-1,194 Reduced 4.12%
27,772 $1.23 Million
Q2 2022

Aug 01, 2022
SELL
$45.19 - $56.15 $12,969 - $16,115
-287 Reduced 0.98%
28,966 $1.35 Million
Q1 2022

May 06, 2022
SELL
$51.36 - $58.82 $130,094 - $148,991
-2,533 Reduced 7.97%
29,253 $1.63 Million
Q4 2021

Feb 04, 2022
BUY
$52.99 - $58.74 $1.68 Million - $1.87 Million
31,786 New
31,786 $1.86 Million

Others Institutions Holding SPTM

# of Institutions
760
Shares Held
98.2M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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