Merit Financial Group
SPY icon

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
Q3 		$67.9M Buy
89,086
+5,039
+6% +$3.83M 0.38% 53
2026
Q2 		$62.8M Buy
84,047
+4,655
+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 		$3.78M 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Merit Financial Group's SPY Position: Q3 2026 in Review

Merit Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6% in Q3 2026, buying an estimated $3.83M and bringing the position to 89,086 shares worth $67.9M. The position accounts for 0.38% of the portfolio, ranked #53.

Merit Financial Group first reported a position in SPY in Q3 2019 and has held it in 29 quarters since. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Merit Financial Group held 89,086 shares of State Street SPDR S&P 500 ETF Trust worth $67.9M as of Q3 2026.
  • Merit Financial Group bought 5,039 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.83M.
  • State Street SPDR S&P 500 ETF Trust made up 0.38% of Merit Financial Group's portfolio in Q3 2026, its #53 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 29 quarters since.
  • 3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.