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Spdr S&p 500 Etf shares owned by Morling Financial Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Morling Financial Advisors from 13F filings

Historical chart of Morling Financial Advisors investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $489k 852 573.63
2024-06-30 $637k 1.2k 544.13
2024-03-31 $612k 1.2k 522.87
2023-12-31 $337k 709 475.31
2023-09-30 $303k 709 427.48
2023-06-30 $314k 709 443.28
2023-03-31 $290k 709 409.39
2022-12-31 $271k 709 382.43
2022-09-30 $253k 709 356.84

More positions owned by Morling Financial Advisors

Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Coinbase Global Com Cl A (COIN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)

View all positions for Morling Financial Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Wolverine Trading
Vinland Capital Management Gestora de Recursos
UBS Group
Twin Tree Management
Millennium Management
Alkeon Capital Management

View all funds holding Spdr S&p 500 Etf