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SPTMSPTM
20 quarters

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

Yes. Merit Financial Group holds 13,242 shares of SPTM, worth $1.2M, as of its Q2 2026 13F filing. It reduced the position by 2,281 shares (-14.7%) from Q1 2026. Merit Financial Group has held SPTM since Q3 2021, across 20 quarterly 13F filings.

Current Value

$1.2M

Current Shares

13,242

Total Value Change

-$4.3M

Total Shares Change

-91,261

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
13,242
-14.7%
$1.2M0.0%$90.79
0
2026-Q1
Decreased
15,523
-13.8%
$1.2M0.0%$82.77
0
2025-Q4
Decreased
18,012
-41.1%
$1.5M0.0%$83.11
0
2025-Q3
Increased
30,600
+15.8%
$2.5M0.0%$80.10
30
2025-Q2
Decreased
26,426
-1.6%
$2M0.0%$74.09
0
2025-Q1
Increased
26,844
+22.3%
$1.8M0.0%$66.98
31
2024-Q4
Decreased
21,955
-24.9%
$1.6M0.0%$70.80
0
2024-Q3
Decreased
29,223
-2.2%
$2M0.0%$68.70
0
2024-Q2
Decreased
29,870
-3.6%
$2M0.0%$65.10
0
2024-Q1
Decreased
30,987
-2.6%
$1.9M0.0%$62.72
0
2023-Q4
Increased
31,813
+12.0%
$1.9M0.1%$56.96
29
2023-Q3
Increased
28,409
+4.0%
$1.5M0.0%$50.95
27
2023-Q2
Increased
27,320
+10.9%
$1.5M0.0%$52.10
28
2023-Q1
Decreased
24,623
-83.2%
$1.2M0.0%$47.92
0
2022-Q4
Increased
146,923
+6.9%
$6.9M0.3%$45.37
35
2022-Q3
Increased
137,480
+0.2%
$6.1M0.3%$42.67
32
2022-Q2
Increased
137,243
+0.1%
$6.4M0.2%$44.56
32
2022-Q1
Increased
137,037
+30.8%
$7.6M0.5%$53.37
42
2021-Q4
Increased
104,753
+0.2%
$6.1M0.6%$55.27
38
2021-Q3
New
104,503
-
$5.5M0.6%$50.41
53

Other major holders of SPTM: LPL Financial LLC, ASSETMARK, INC

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