Morling Financial Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28M | Sell |
|
|||||
|
2025
Q1 | $7.52M | Sell |
|
|||||
|
2024
Q4 | $7.95M | Sell |
|
|||||
|
2024
Q3 | $7.93M | Sell |
|
|||||
|
2024
Q2 | $7.55M | Sell |
|
|||||
|
2024
Q1 | $7.45M | Sell |
|
|||||
|
2023
Q4 | $6.91M | Sell |
|
|||||
|
2023
Q3 | $6.27M | Sell |
|
|||||
|
2023
Q2 | $6.66M | Sell |
|
|||||
|
2023
Q1 | $6.21M | Sell |
|
|||||
|
2022
Q4 | $5.84M | Sell |
|
|||||
|
2022
Q3 | $5.61M | Sell |
|
|||||
|
2022
Q2 | $6.06M | Sell |
|
|||||
|
2022
Q1 | $7.29M | Sell |
|
|||||
|
2021
Q4 | $7.8M | Buy |
|