MFG
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Merit Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Merit Financial Group’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.9M Buy
802,985
+51,709
+7% +$1.73M 0.16% 113
2026
Q1 		$25.2M Buy
751,276
+39,697
+6% +$1.34M 0.19% 94
2025
Q4 		$24.1M Buy
711,579
+691,052
+3,367% +$23.4M 0.19% 91
2025
Q3 		$696K Sell
20,527
-17,607
-46% -$592K 0.01% 1010
2025
Q2 		$1.28M Sell
38,134
-20,956
-35% -$694K 0.01% 679
2025
Q1 		$1.96M Sell
59,090
-28,802
-33% -$949K 0.03% 423
2024
Q4 		$2.88M Sell
87,892
-18,434
-17% -$610K 0.05% 284
2024
Q3 		$3.58M Buy
106,326
+18,725
+21% +$622K 0.08% 197
2024
Q2 		$2.85M Sell
87,601
-12,301
-12% -$398K 0.06% 224
2024
Q1 		$3.23M Sell
99,902
-42,597
-30% -$1.39M 0.08% 201
2023
Q4 		$4.68M Sell
142,499
-58,112
-29% -$1.85M 0.14% 104
2023
Q3 		$6.31M Buy
200,611
+19,346
+11% +$616K 0.21% 74
2023
Q2 		$5.82M Buy
181,265
+51,984
+40% +$1.68M 0.19% 81
2023
Q1 		$4.2M Sell
129,281
-15,590
-11% -$503K 0.15% 98
2022
Q4 		$4.61M Buy
144,871
+134,778
+1,335% +$4.26M 0.17% 87
2022
Q3 		$316K Sell
10,093
-6,329
-39% -$206K 0.01% 426
2022
Q2 		$536K Buy
+16,422
New +$543K 0.02% 349

Other funds holding SPIB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

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

Merit Financial Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.9% in Q2 2026, buying an estimated $1.73M and bringing the position to 802,985 shares worth $26.9M. The position accounts for 0.16% of the portfolio, ranked #113.

Merit Financial Group first reported a position in SPIB in Q2 2022 and has held it in 17 quarters since. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Merit Financial Group held 802,985 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $26.9M as of Q2 2026.
  • Merit Financial Group bought 51,709 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.73M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.16% of Merit Financial Group's portfolio in Q2 2026, its #113 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

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