MFA
Morling Financial Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
20,534
-80
| -0.4% | -$5.99K | 0.5% | 23 |
|
|
2025
Q1 | $1.4M | Sell |
20,614
-269
| -1% | -$18.3K | 0.48% | 23 |
|
|
2024
Q4 | $1.49M | Sell |
20,883
-477
| -2% | -$34.1K | 0.52% | 21 |
|
|
2024
Q3 | $1.5M | Sell |
21,360
-187
| -0.9% | -$13.1K | 0.57% | 21 |
|
|
2024
Q2 | $1.43M | Sell |
21,547
-1,167
| -5% | -$77.4K | 0.62% | 20 |
|
|
2024
Q1 | $1.46M | Sell |
22,714
-1,270
| -5% | -$81.5K | 0.83% | 16 |
|
|
2023
Q4 | $1.4M | Sell |
23,984
-689
| -3% | -$40.3K | 1.13% | 15 |
|
|
2023
Q3 | $1.3M | Sell |
24,673
-1,564
| -6% | -$82.1K | 1.28% | 15 |
|
|
2023
Q2 | $1.43M | Sell |
26,237
-119
| -0.5% | -$6.48K | 1.37% | 14 |
|
|
2023
Q1 | $1.33M | Sell |
26,356
-816
| -3% | -$41.2K | 1.43% | 15 |
|
|
2022
Q4 | $1.28M | Sell |
27,172
-600
| -2% | -$28.4K | 1.64% | 14 |
|
|
2022
Q3 | $1.23M | Sell |
27,772
-1,194
| -4% | -$52.7K | 1.67% | 15 |
|
|
2022
Q2 | $1.35M | Sell |
28,966
-287
| -1% | -$13.3K | 1.76% | 13 |
|
|
2022
Q1 | $1.63M | Sell |
29,253
-2,533
| -8% | -$141K | 2.06% | 11 |
|
|
2021
Q4 | $1.86M | Buy |
+31,786
| New | +$1.86M | 1.78% | 10 |
|