Position history for Merit Financial Group, LLC's holdings in SPDR SERIES TRUST
Merit Financial Group, LLC holds 5.8M shares of SPTI (SPDR SERIES TRUST), worth $166.1M as of 2025-Q4. The position was increased (++7.0% shares). SPTI represents 1.3% of Merit Financial Group, LLC's portfolio.
Current Value
$166.1M
Current Shares
5.8M
Total Value Change
+$35.6M
Total Shares Change
+1.1M
Other major holders of SPTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, LPL Financial LLC
Increased |
| 5.8M |
+7.0% |
| $166.1M |
| 1.3% |
| $28.80 |
51 |
| 2025-Q3 | Increased | 5.4M | +5.7% | $155.5M | 1.4% | $28.44 | 51 |
| 2025-Q2 | Increased | 5.1M | +13.1% | $146.4M | 1.6% | $27.98 | 54 |
| 2025-Q1 | Decreased | 4.5M | -0.4% | $128.6M | 1.9% | $27.54 | 0 |
| 2024-Q4 | Increased | 4.5M | +4.6% | $125.9M | 2.3% | $26.78 | 54 |
| 2024-Q3 | Decreased | 4.3M | -7.3% | $125.5M | 2.8% | $27.61 | 0 |
| 2024-Q2 | Decreased | 4.7M | -8.8% | $130.5M | 2.9% | $26.31 | 0 |