Morling Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Morling Financial Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$905K	Hold	1,392	–	–	0.28%	30
2025 Q4	$949K	Hold	1,392	–	–	0.3%	34
2025 Q3	$927K	Hold	1,392	–	–	0.31%	33
2025 Q2	$860K	Hold	1,392	–	–	0.28%	32
2025 Q1	$779K	Hold	1,392	–	–	0.27%	34
2024 Q4	$816K	Buy	1,392 +540	+63%	+$318K	0.28%	32
2024 Q3	$489K	Sell	852 -318	-27%	-$176K	0.19%	38
2024 Q2	$637K	Sell	1,170 -1	-0.1%	-$523	0.28%	31
2024 Q1	$612K	Buy	1,171 +462	+65%	+$230K	0.35%	33
2023 Q4	$337K	Hold	709	–	–	0.27%	41
2023 Q3	$303K	Hold	709	–	–	0.3%	41
2023 Q2	$314K	Hold	709	–	–	0.3%	42
2023 Q1	$290K	Hold	709	–	–	0.31%	39
2022 Q4	$271K	Hold	709	–	–	0.35%	40
2022 Q3	$253K	Buy	+709	New	+$282K	0.34%	42

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morling Financial Advisors's SPY Position: Q1 2026 in Review

Morling Financial Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 1,392 shares worth $905K. The position accounts for 0.28% of the portfolio, ranked #30.

Morling Financial Advisors first reported a position in SPY in Q3 2022 and has held it in 15 quarters since. The position peaked at $949K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Morling Financial Advisors held 1,392 shares of State Street SPDR S&P 500 ETF Trust worth $905K as of Q1 2026.
Morling Financial Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Morling Financial Advisors's portfolio in Q1 2026, its #30 holding.
Morling Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and has held it in 15 quarters since.
Morling Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $949K in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.