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Showing 8 of 19 quarters

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

Yes. Merit Financial Group holds 179,401 shares of SPYV, worth $10.9M, as of its Q2 2026 13F filing. It reduced the position by 19,978 shares (-10.0%) from Q1 2026. Merit Financial Group has held SPYV since Q4 2021, across 19 quarterly 13F filings. SPYV is 0.1% of Merit Financial Group's reported 13F portfolio.

Current Value

$10.9M

Current Shares

179,401

Total Value Change

-$13.3M

Total Shares Change

-278,173

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
179,401
-10.0%
$10.9M0.1%$60.79
0
2026-Q1
Decreased
199,379
-4.8%
$11.3M0.1%$58.93
0
2025-Q4
Increased
209,363
+2.4%
$11.9M0.1%$57.20
29
2025-Q3
Decreased
204,367
-14.4%
$11.3M0.1%$54.85
0
2025-Q2
Decreased
238,743
-13.1%
$12.5M0.1%$51.58
0
2025-Q1
Decreased
274,570
-40.1%
$14M0.2%$49.87
0
2024-Q4
Increased
458,732
+0.3%
$23.5M0.4%$50.16
34
2024-Q3
Decreased
457,574
-5.9%
$24.2M0.5%$51.37
0

Other major holders of SPYV: Financial Engines Advisors L.L.C.

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