Morling Financial Advisors, LLC Spdr Portfolio Transaction History
Morling Financial Advisors, LLC
- $254 Million
- Q3 2025
A detailed history of Morling Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,574 shares of SPYG stock, worth $164,970. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,574
Previous 1,781
11.62%
Holding current value
$164,970
Previous $169,000
2.96%
% of portfolio
0.06%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding SPYG
# of Institutions
1,389Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio