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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Quarterly reported holdings in Spdr S&p 500 Etf by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $927k | 1.4k | 666.09 |
| 2025-06-30 | $860k | 1.4k | 617.77 |
| 2025-03-31 | $779k | 1.4k | 559.32 |
| 2024-12-31 | $816k | 1.4k | 586.00 |
| 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
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