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Merit Financial Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Merit Financial Group’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Buy
42,246
+15,316
+57% +$460K 0.01% 965
2026
Q1 		$810K Buy
26,930
+8,323
+45% +$251K 0.01% 1090
2025
Q4 		$562K Sell
18,607
-3,699
-17% -$112K ﹤0.01% 1243
2025
Q3 		$676K Sell
22,306
-16,158
-42% -$487K 0.01% 1026
2025
Q2 		$1.16M Sell
38,464
-8,767
-19% -$263K 0.01% 720
2025
Q1 		$1.42M Sell
47,231
-178,797
-79% -$5.36M 0.02% 531
2024
Q4 		$6.75M Sell
226,028
-7,786
-3% -$233K 0.12% 152
2024
Q3 		$7.08M Buy
233,814
+22,452
+11% +$674K 0.16% 116
2024
Q2 		$6.28M Buy
211,362
+22,328
+12% +$662K 0.14% 120
2024
Q1 		$5.6M Buy
189,034
+74,825
+66% +$2.23M 0.13% 129
2023
Q4 		$3.4M Sell
114,209
-23,612
-17% -$695K 0.1% 134
2023
Q3 		$4.04M Buy
137,821
+1,594
+1% +$46.8K 0.13% 123
2023
Q2 		$4.01M Sell
136,227
-37,016
-21% -$1.09M 0.13% 119
2023
Q1 		$5.13M Sell
173,243
-2,305
-1% -$68K 0.19% 82
2022
Q4 		$5.16M Buy
175,548
+32,389
+23% +$948K 0.19% 80
2022
Q3 		$4.18M Sell
143,159
-59
-0% -$1.75K 0.18% 77
2022
Q2 		$4.26M Buy
143,218
+131,518
+1,124% +$3.93M 0.13% 99
2022
Q1 		$353K Buy
+11,700
New +$357K 0.02% 282
2020
Q1 		– Sell
-12,495
Closed -$385K – 246
2019
Q4 		$385K Buy
+12,495
New +$385K 0.03% 166

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Merit Financial Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 57% in Q2 2026, buying an estimated $460K and bringing the position to 42,246 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #965.

Merit Financial Group first reported a position in SPSB in Q4 2019 and has held it in 19 quarters since. The position peaked at $7.08M in Q3 2024. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Merit Financial Group held 42,246 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.27M as of Q2 2026.
  • Merit Financial Group bought 15,316 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $460K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #965 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Merit Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.08M in Q3 2024.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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