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

Yes. Merit Financial Group holds 536,798 shares of SPYG, worth $63.9M, as of its Q2 2026 13F filing. It increased the position by 6,947 shares (+1.3%) from Q1 2026. Merit Financial Group has held SPYG since Q4 2019, across 27 quarterly 13F filings. SPYG is 0.4% of Merit Financial Group's reported 13F portfolio.

Current Value

$63.9M

Current Shares

536,798

Total Value Change

+$14.8M

Total Shares Change

-54,519

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
536,798
+1.3%
$63.9M0.4%$118.99
36
2026-Q1
Decreased
529,851
-1.4%
$51.9M0.4%$97.79
0
2025-Q4
Increased
537,327
+8.7%
$57.3M0.5%$106.43
38
2025-Q3
Decreased
494,220
-5.9%
$51.7M0.5%$104.09
0
2025-Q2
Increased
525,301
+5.5%
$50.1M0.6%$94.81
44
2025-Q1
Decreased
497,933
-17.5%
$40M0.6%$79.82
0
2024-Q4
Increased
603,255
+2.0%
$53M1.0%$87.17
42
2024-Q3
Decreased
591,317
-8.1%
$49M1.1%$82.10
0

Other major holders of SPYG: LPL Financial LLC

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