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SPSMSPSM
Showing 8 of 24 quarters

Position history for MFMerit Financial Group, LLC's holdings in SPDR PORTFOLIO S&P 600 SMALL

Merit Financial Group, LLC holds 325,390 shares of SPSM (SPDR PORTFOLIO S&P 600 SMALL), worth $18.8M as of 2026-Q2. The position was decreased (-0.3% shares). SPSM represents 0.1% of Merit Financial Group, LLC's portfolio.

Current Value

$18.8M

Current Shares

325,390

Total Value Change

-$30M

Total Shares Change

-745,691

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
325,390
-0.3%
$18.8M0.1%$57.67
0
2026-Q1
Decreased
326,417
-4.7%
$15.8M0.1%$50.36
0
2025-Q4
Decreased
342,643
-4.2%
$16.1M0.1%$47.44
0
2025-Q3
Decreased
357,695
-11.1%
$16.6M0.2%$45.98
0
2025-Q2
Decreased
402,331
-47.8%
$17.1M0.2%$42.27
0
2025-Q1
Decreased
771,066
-20.9%
$31.4M0.5%$40.06
0
2024-Q4
Decreased
975,247
-8.9%
$43.8M0.8%$44.13
0
2024-Q3
Decreased
1.1M
-12.4%
$48.7M1.1%$44.29
0

Other major holders of SPSM: LPL Financial LLC, Financial Engines Advisors L.L.C.

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