MFG
SPAB icon

Merit Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Merit Financial Group’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$727K Sell
28,502
-5,793
-17% -$148K ﹤0.01% 1264
2026
Q1 		$879K Sell
34,295
-27,890
-45% -$720K 0.01% 1049
2025
Q4 		$1.6M Sell
62,185
-38,733
-38% -$1M 0.01% 729
2025
Q3 		$2.61M Sell
100,918
-19,647
-16% -$503K 0.02% 477
2025
Q2 		$3.09M Buy
120,565
+32,958
+38% +$833K 0.03% 393
2025
Q1 		$2.24M Sell
87,607
-44,722
-34% -$1.13M 0.03% 389
2024
Q4 		$3.31M Buy
132,329
+55,813
+73% +$1.42M 0.06% 256
2024
Q3 		$2M Buy
76,516
+3,437
+5% +$88.5K 0.04% 272
2024
Q2 		$1.83M Buy
73,079
+17,462
+31% +$435K 0.04% 286
2024
Q1 		$1.38M Sell
55,617
-35,191
-39% -$890K 0.03% 332
2023
Q4 		$2.33M Sell
90,808
-38,539
-30% -$948K 0.07% 178
2023
Q3 		$3.15M Sell
129,347
-143,122
-53% -$3.57M 0.1% 154
2023
Q2 		$6.91M Buy
272,469
+157,834
+138% +$4.04M 0.22% 70
2023
Q1 		$2.96M Sell
114,635
-27,582
-19% -$706K 0.11% 146
2022
Q4 		$3.57M Buy
142,217
+57,277
+67% +$1.43M 0.13% 125
2022
Q3 		$2.12M Sell
84,940
-8,229
-9% -$216K 0.09% 151
2022
Q2 		$2.46M Buy
93,169
+79,845
+599% +$2.13M 0.08% 162
2022
Q1 		$370K Buy
+13,324
New +$381K 0.02% 275

Other funds holding SPAB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Merit Financial Group's SPAB Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 17% in Q2 2026, selling an estimated $148K and leaving 28,502 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Merit Financial Group first reported a position in SPAB in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.91M in Q2 2023. 94 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Merit Financial Group held 28,502 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $727K as of Q2 2026.
  • Merit Financial Group sold 5,793 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $148K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1264 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $6.91M in Q2 2023.
  • 94 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.