Morling Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $927K | Hold |
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|
2025
Q2 | $860K | Hold |
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|
2025
Q1 | $779K | Hold |
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|
2024
Q4 | $816K | Buy |
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|
2024
Q3 | $489K | Sell |
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|
2024
Q2 | $637K | Sell |
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|
2024
Q1 | $612K | Buy |
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|
2023
Q4 | $337K | Hold |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $314K | Hold |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $271K | Hold |
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|
2022
Q3 | $253K | Buy |
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