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 		$5.3M Buy
+7,100
New +$5.15M 0.03% 418
2026
Q1 		– Sell
-6,800
Closed -$237K – 2190
2025
Q4 		$237K Buy
+6,800
New +$4.6M ﹤0.01% 1717

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.