MFG
SPTM icon

Merit Financial Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Merit Financial Group’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Sell
13,242
-2,281
-15% -$201K 0.01% 987
2026
Q1 		$1.23M Sell
15,523
-2,489
-14% -$206K 0.01% 885
2025
Q4 		$1.49M Sell
18,012
-12,588
-41% -$1.03M 0.01% 760
2025
Q3 		$2.47M Buy
30,600
+4,174
+16% +$324K 0.02% 495
2025
Q2 		$1.98M Sell
26,426
-418
-2% -$29K 0.02% 526
2025
Q1 		$1.83M Buy
26,844
+4,889
+22% +$350K 0.03% 452
2024
Q4 		$1.57M Sell
21,955
-7,268
-25% -$523K 0.03% 403
2024
Q3 		$2.05M Sell
29,223
-647
-2% -$43.7K 0.05% 270
2024
Q2 		$1.98M Sell
29,870
-1,117
-4% -$71.5K 0.04% 269
2024
Q1 		$1.94M Sell
30,987
-826
-3% -$50.4K 0.05% 267
2023
Q4 		$1.86M Buy
31,813
+3,404
+12% +$186K 0.06% 215
2023
Q3 		$1.49M Buy
28,409
+1,089
+4% +$59.5K 0.05% 265
2023
Q2 		$1.49M Buy
27,320
+2,697
+11% +$139K 0.05% 267
2023
Q1 		$1.24M Sell
24,623
-122,300
-83% -$6.04M 0.05% 263
2022
Q4 		$6.95M Buy
146,923
+9,443
+7% +$449K 0.25% 63
2022
Q3 		$6.06M Buy
137,480
+237
+0.2% +$11.6K 0.26% 51
2022
Q2 		$6.38M Buy
137,243
+206
+0.2% +$10.4K 0.2% 71
2022
Q1 		$7.62M Buy
137,037
+32,284
+31% +$1.77M 0.46% 35
2021
Q4 		$6.12M Buy
104,753
+250
+0.2% +$14.1K 0.6% 20
2021
Q3 		$5.54M Buy
+104,503
New +$5.69M 0.58% 20

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Merit Financial Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 15% in Q2 2026, selling an estimated $201K and leaving 13,242 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #987.

Merit Financial Group first reported a position in SPTM in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.62M in Q1 2022. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Merit Financial Group held 13,242 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.2M as of Q2 2026.
  • Merit Financial Group sold 2,281 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $201K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #987 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • Merit Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $7.62M in Q1 2022.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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