Back to MF Merit Financial Group, LLC

SPYSPY
Showing 8 of 28 quarters

Position history for MFMerit Financial Group, LLC's holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

Merit Financial Group, LLC holds 84,047 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), worth $62.8M as of 2026-Q2. The position was increased (+5.9% shares). SPY represents 0.4% of Merit Financial Group, LLC's portfolio.

Current Value

$62.8M

Current Shares

84,047

Total Value Change

+$11.9M

Total Shares Change

-4,549

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
84,047
+5.9%
$62.8M0.4%$746.77
37
2026-Q1
Decreased
79,392
-0.6%
$51.6M0.4%$680.33
0
2025-Q4
Increased
79,904
+4.5%
$54.5M0.4%$687.01
37
2025-Q3
Decreased
76,490
-4.4%
$51M0.5%$661.72
0
2025-Q2
Increased
80,037
+4.0%
$49.5M0.6%$611.40
43
2025-Q1
Decreased
76,989
-18.9%
$43.1M0.6%$550.86
0
2024-Q4
Increased
94,896
+7.1%
$55.6M1.0%$581.39
44
2024-Q3
Decreased
88,596
-1.5%
$50.8M1.1%$562.94
0

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used