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Position history for MFMerit Financial Group, LLC's holdings in SPDR SERIES TRUST

Yes. Merit Financial Group holds 100,156 shares of MDYG, worth $11.2M, as of its Q2 2026 13F filing. It increased the position by 3,780 shares (+3.9%) from Q1 2026. Merit Financial Group has held MDYG since Q3 2022, across 16 quarterly 13F filings. MDYG is 0.1% of Merit Financial Group's reported 13F portfolio.

Current Value

$11.2M

Current Shares

100,156

Total Value Change

+$8M

Total Shares Change

+63,134

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
100,156
+3.9%
$11.2M0.1%$111.85
29
2026-Q1
Increased
96,376
+7.6%
$9.2M0.1%$95.62
30
2025-Q4
Increased
89,545
+738.4%
$8.3M0.1%$91.98
44
2025-Q3
Decreased
10,681
-9.6%
$977,9770.0%$90.92
0
2025-Q2
Decreased
11,810
-1.5%
$1M0.0%$86.12
0
2025-Q1
Decreased
11,988
-66.9%
$952,5630.0%$78.59
0
2024-Q4
Decreased
36,186
-2.3%
$3.1M0.1%$85.79
0
2024-Q3
Increased
37,022
+364.2%
$3.2M0.1%$86.41
43

Other major holders of MDYG: ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.

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