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SPTMSPTM
20 quarters

Position history for MFMerit Financial Group, LLC's holdings in SPDR PORT TTL STCK MRKT

Merit Financial Group, LLC holds 13,242 shares of SPTM (SPDR PORT TTL STCK MRKT), worth $1.2M as of 2026-Q2. The position was decreased (-14.7% shares). SPTM represents 0.0% of Merit Financial Group, LLC's portfolio.

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, Allworth Financial LP

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