Morling Financial Advisors, LLC Ssga Active ETF Tr Spdr Doblel Transaction History

Morling Financial Advisors, LLC

$270 Million
Q4 2024

A detailed history of Morling Financial Advisors, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 967,502 shares of TOTL stock, worth $38.4 Million. This represents 14.11% of its overall portfolio holdings.

Number of Shares

967,502

Previous 973,305 0.6%

Holding current value

$38.4 Million

Previous $40.3 Million 5.42%

% of portfolio

14.11%

Previous 15.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$39.3 - $41.34 $228,057 - $239,896	-5,803 Reduced 0.6%	967,502 $38.1 Million
Q3 2024 Oct 18, 2024	BUY	$39.37 - $41.68 $3.77 Million - $3.99 Million	95,829 Added 10.92%	973,305 $40.3 Million
Q2 2024 Aug 07, 2024	BUY	$38.37 - $39.99 $33.4 Million - $34.8 Million	870,410 Added 12318.28%	877,476 $34.9 Million
Q1 2024 May 13, 2024	BUY	$39.46 - $40.35 $278,824 - $285,113	7,066 New	7,066 $282,000
Q3 2023 Nov 08, 2023	BUY	$38.6 - $40.65 $66,932 - $70,487	1,734 Added 12.87%	15,208 $587,000
Q2 2023 Jul 28, 2023	BUY	$40.21 - $41.35 $541,789 - $557,149	13,474 New	13,474 $546,000
Q3 2022 Nov 01, 2022	SELL	$40.06 - $42.94 $130,435 - $139,812	-3,256 Reduced 35.08%	6,025 $242,000
Q2 2022 Aug 01, 2022	SELL	$41.69 - $44.58 $20,344 - $21,755	-488 Reduced 5.0%	9,281 $391,000
Q1 2022 May 06, 2022	BUY	$44.48 - $47.26 $37,674 - $40,029	847 Added 9.49%	9,769 $437,000
Q4 2021 Feb 04, 2022	BUY	$47.29 - $48.28 $421,921 - $430,754	8,922 New	8,922 $422,000

Others Institutions Holding TOTL

# of Institutions

378

Shares Held

67M

Call Options Held

Put Options Held

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About SSGA ACTIVE ETF TR SPDR DOBLEL

Ticker TOTL
Sector ETFs
Industry ETFs

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Morling Financial Advisors, LLC Ssga Active ETF Tr Spdr Doblel Transaction History