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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.53M	Sell	108,424 -1,264	-1%	-$108K	2.65%	11
2026 Q1	$8.4M	Sell	109,688 -14	-0%	-$1.12K	2.58%	11
2025 Q4	$8.8M	Sell	109,702 -2,009	-2%	-$160K	2.77%	11
2025 Q3	$8.75M	Sell	111,711 -2,139	-2%	-$161K	2.89%	11
2025 Q2	$8.28M	Sell	113,850 -517	-0.5%	-$34.8K	2.71%	12
2025 Q1	$7.52M	Sell	114,367 -972	-0.8%	-$67.2K	2.59%	12
2024 Q4	$7.95M	Sell	115,339 -2,167	-2%	-$150K	2.77%	12
2024 Q3	$7.93M	Sell	117,506 -540	-0.5%	-$35.1K	3.02%	11
2024 Q2	$7.55M	Sell	118,046 -3,087	-3%	-$190K	3.29%	10
2024 Q1	$7.45M	Sell	121,133 -2,511	-2%	-$147K	4.26%	8
2023 Q4	$6.91M	Sell	123,644 -1,100	-0.9%	-$57.6K	5.58%	6
2023 Q3	$6.27M	Sell	124,744 -3,014	-2%	-$158K	6.21%	6
2023 Q2	$6.66M	Sell	127,758 -1,140	-0.9%	-$56.3K	6.4%	5
2023 Q1	$6.21M	Sell	128,898 -990	-0.8%	-$46.5K	6.69%	4
2022 Q4	$5.84M	Sell	129,888 -3,821	-3%	-$173K	7.45%	3
2022 Q3	$5.61M	Sell	133,709 -2,938	-2%	-$137K	7.65%	4
2022 Q2	$6.06M	Sell	136,647 -492	-0.4%	-$23.7K	7.91%	3
2022 Q1	$7.29M	Sell	137,139 -2,547	-2%	-$133K	9.21%	3
2021 Q4	$7.8M	Buy	+139,686	New	+$7.54M	7.46%	4

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Morling Financial Advisors's SPYM Position: Q2 2026 in Review

Morling Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.2% in Q2 2026, selling an estimated $108K and leaving 108,424 shares worth $9.53M. The position accounts for 2.65% of the portfolio, ranked #11.

Morling Financial Advisors first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Morling Financial Advisors held 108,424 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.53M as of Q2 2026.
Morling Financial Advisors sold 1,264 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $108K.
State Street SPDR Portfolio S&P 500 ETF made up 2.65% of Morling Financial Advisors's portfolio in Q2 2026, its #11 holding.
Morling Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.