MFG
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Merit Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Merit Financial Group’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Buy
25,553
+3,731
+17% +$240K 0.01% 823
2026
Q1 		$1.29M Sell
21,822
-199
-0.9% -$12.1K 0.01% 860
2025
Q4 		$1.28M Sell
22,021
-12,336
-36% -$709K 0.01% 829
2025
Q3 		$1.96M Sell
34,357
-3,103
-8% -$175K 0.02% 581
2025
Q2 		$2.04M Sell
37,460
-1,030
-3% -$53K 0.02% 514
2025
Q1 		$1.97M Sell
38,490
-42,346
-52% -$2.31M 0.03% 422
2024
Q4 		$4.42M Sell
80,836
-2,018
-2% -$114K 0.08% 207
2024
Q3 		$4.53M Sell
82,854
-15,264
-16% -$807K 0.1% 156
2024
Q2 		$5.03M Sell
98,118
-6,566
-6% -$339K 0.11% 141
2024
Q1 		$5.37M Buy
104,684
+4,382
+4% +$218K 0.13% 134
2023
Q4 		$4.89M Sell
100,302
-20,777
-17% -$926K 0.15% 100
2023
Q3 		$5.3M Buy
121,079
+74,944
+162% +$3.45M 0.17% 91
2023
Q2 		$2.12M Sell
46,135
-45,365
-50% -$1.98M 0.07% 216
2023
Q1 		$4.02M Buy
91,500
+1,670
+2% +$74.7K 0.15% 107
2022
Q4 		$3.82M Buy
+89,830
New +$3.81M 0.14% 112
2022
Q3 		– Sell
-19,818
Closed -$787K – 636
2022
Q2 		$787K Buy
19,818
+13,421
+210% +$582K 0.02% 290
2022
Q1 		$302K Buy
+6,397
New +$299K 0.02% 304

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Merit Financial Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 17% in Q2 2026, buying an estimated $240K and bringing the position to 25,553 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #823.

Merit Financial Group first reported a position in SPMD in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.37M in Q1 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Merit Financial Group held 25,553 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.73M as of Q2 2026.
  • Merit Financial Group bought 3,731 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $240K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #823 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Merit Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.37M in Q1 2024.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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