Question 1

How many shares of XLK does Merit Financial Group, LLC own?

Accepted Answer

As of 2026-Q2, Merit Financial Group, LLC holds 142,007 shares of XLK (TECHNOLOGY SELECT SECTOR FUND SPDR).

Question 2

What is Merit Financial Group, LLC's XLK position worth?

Accepted Answer

As of 2026-Q2, Merit Financial Group, LLC's XLK position is worth $27.1M.

Question 3

Is Merit Financial Group, LLC buying or selling XLK?

Accepted Answer

In 2026-Q2, Merit Financial Group, LLC decreased their XLK position (-1.5% change in shares).

Question 4

When did Merit Financial Group, LLC first buy XLK?

Accepted Answer

Based on available 13F filings, Merit Financial Group, LLC first reported a position in XLK in 2024-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	142,007	-1.5%	$27.1M	0.2%	$190.52	0
2026-Q1	Increased	144,123	+19.7%	$19.2M	0.1%	$137.50	40
2025-Q4	Increased	120,390	+111.5%	$17.3M	0.1%	$145.41	55
2025-Q3	Increased	56,930	+4.1%	$16M	0.1%	$139.95	35
2025-Q2	Increased	54,667	+1.5%	$13.8M	0.2%	$125.03	34
2025-Q1	Increased	53,838	+1.4%	$11.1M	0.2%	$102.73	34
2024-Q4	Increased	53,066	+3.6%	$12.3M	0.2%	$116.51	35
2024-Q3	Increased	51,237	+0.9%	$11.6M	0.3%	$111.67	34

XLKShowing 8 of 28 quarters

XLK
Showing 8 of 28 quarters