MFG
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Merit Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Merit Financial Group’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.8M Buy
84,046
+4,654
+6% +$3.37M 0.38% 52
2026
Q1 		$51.6M Sell
79,392
-512
-0.6% -$348K 0.38% 57
2025
Q4 		$54.5M Buy
79,904
+3,414
+4% +$2.31M 0.44% 51
2025
Q3 		$51M Sell
76,490
-3,547
-4% -$2.27M 0.47% 50
2025
Q2 		$49.5M Buy
80,037
+3,048
+4% +$1.74M 0.55% 40
2025
Q1 		$43.1M Sell
76,989
-17,907
-19% -$10.5M 0.65% 31
2024
Q4 		$55.6M Buy
94,896
+6,300
+7% +$3.71M 1% 23
2024
Q3 		$50.8M Sell
88,596
-1,333
-1% -$737K 1.14% 19
2024
Q2 		$48.9M Sell
89,929
-2,998
-3% -$1.57M 1.08% 20
2024
Q1 		$47.5M Buy
92,927
+9,137
+11% +$4.55M 1.13% 17
2023
Q4 		$39.8M Sell
83,790
-3,918
-4% -$1.75M 1.21% 15
2023
Q3 		$37.5M Sell
87,708
-16,383
-16% -$7.29M 1.23% 13
2023
Q2 		$46.1M Buy
104,091
+11,813
+13% +$4.96M 1.49% 13
2023
Q1 		$37.8M Sell
92,278
-2,221
-2% -$886K 1.37% 12
2022
Q4 		$36.1M Buy
94,499
+46,858
+98% +$18M 1.31% 12
2022
Q3 		$17M Sell
47,641
-69,016
-59% -$27.4M 0.74% 18
2022
Q2 		$44M Buy
116,657
+96,843
+489% +$39.7M 1.36% 16
2022
Q1 		$8.95M Buy
19,814
+2,469
+14% +$1.1M 0.54% 28
2021
Q4 		$8.24M Buy
17,345
+1,525
+10% +$700K 0.81% 13
2021
Q3 		$6.79M Buy
15,820
+467
+3% +$206K 0.71% 14
2021
Q2 		$6.57M Buy
15,353
+2,554
+20% +$1.07M 0.62% 17
2021
Q1 		$5.07M Sell
12,799
-303
-2% -$117K 0.53% 17
2020
Q4 		$4.9M Buy
13,102
+1,126
+9% +$399K 0.47% 16
2020
Q3 		$4.01M Sell
11,976
-297
-2% -$98.4K 0.37% 19
2020
Q2 		$3.79M Buy
12,273
+1,654
+16% +$484K 0.38% 21
2020
Q1 		$2.74M Buy
10,619
+763
+8% +$233K 0.31% 23
2019
Q4 		$3.17M Buy
9,856
+4,678
+90% +$1.44M 0.28% 23
2019
Q3 		$1.54M Buy
+5,178
New +$1.53M 0.17% 32

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

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

Merit Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.9% in Q2 2026, buying an estimated $3.37M and bringing the position to 84,046 shares worth $62.8M. The position accounts for 0.38% of the portfolio, ranked #52.

Merit Financial Group first reported a position in SPY in Q3 2019 and has held it in 28 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Merit Financial Group held 84,046 shares of State Street SPDR S&P 500 ETF Trust worth $62.8M as of Q2 2026.
  • Merit Financial Group bought 4,654 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.37M.
  • State Street SPDR S&P 500 ETF Trust made up 0.38% of Merit Financial Group's portfolio in Q2 2026, its #52 holding.
  • Merit Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 28 quarters since.
  • 906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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