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SPTISPTI
16 quarters

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

Yes. Merit Financial Group holds 6,449,298 shares of SPTI, worth $183.1M, as of its Q2 2026 13F filing. It increased the position by 240,944 shares (+3.9%) from Q1 2026. Merit Financial Group has held SPTI since Q3 2022, across 16 quarterly 13F filings. SPTI is 1.1% of Merit Financial Group's reported 13F portfolio.

Current Value

$183.1M

Current Shares

6.4M

Total Value Change

+$182.8M

Total Shares Change

+6.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.4M
+3.9%
$183.1M1.1%$28.20
50
2026-Q1
Increased
6.2M
+7.8%
$177.9M1.3%$28.20
52
2025-Q4
Increased
5.8M
+7.0%
$166.1M1.3%$28.20
51
2025-Q3
Increased
5.4M
+5.7%
$155.5M1.4%$27.91
51
2025-Q2
Increased
5.1M
+13.1%
$146.4M1.6%$27.52
54
2025-Q1
Decreased
4.5M
-0.4%
$128.6M1.9%$27.08
0
2024-Q4
Increased
4.5M
+4.6%
$125.9M2.3%$26.25
54
2024-Q3
Decreased
4.3M
-7.3%
$125.5M2.8%$27.02
0
2024-Q2
Decreased
4.7M
-8.8%
$130.5M2.9%$25.81
0
2024-Q1
Increased
5.1M
+22.7%
$141.6M3.4%$25.71
67
2023-Q4
Increased
4.2M
+623.6%
$118.8M3.6%$25.90
89
2023-Q3
Increased
574,915
+10.9%
$15.8M0.5%$24.68
44
2023-Q2
Increased
518,565
+460.4%
$14.7M0.5%$25.17
54
2023-Q1
Increased
92,529
+3.9%
$2.7M0.1%$25.57
27
2022-Q4
Increased
89,098
+628.2%
$2.5M0.1%$24.85
42
2022-Q3
New
12,235
-
$344,0000.0%$24.59
33

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

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