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	$233M	Buy	311,400 +7,200	+2%	+$5.22M	1.42%	11
2026 Q1	$9.8M	Buy	304,200 +7,900	+3%	+$5.37M	0.07%	230
2025 Q4	$4.56M	Hold	296,300	–	–	0.04%	377
2025 Q3	$5.8M	Buy	296,300 +28,700	+11%	+$18.4M	0.05%	286
2025 Q2	$3.43M	Buy	267,600 +13,000	+5%	+$7.43M	0.04%	363
2025 Q1	$3.96M	Hold	254,600	–	–	0.06%	264
2024 Q4	$3.23M	Buy	254,600 +3,700	+1%	+$2.18M	0.06%	260
2024 Q3	$2.51M	Hold	250,900	–	–	0.06%	245
2024 Q2	$2.98M	Buy	250,900 +1,800	+0.7%	+$942K	0.07%	217
2024 Q1	$2.97M	Buy	+249,100	New	+$124M	0.07%	212
2023 Q4	–	Sell	-255,600	Closed	-$3.18M	–	825
2023 Q3	$3.18M	Buy	255,600 +11,100	+5%	+$4.94M	0.1%	151
2023 Q2	$1.64M	Buy	244,500 +22,300	+10%	+$9.36M	0.05%	256
2023 Q1	$2.9M	Buy	222,200 +11,524	+5%	+$4.6M	0.11%	149
2022 Q4	$4.52M	Hold	210,676	–	–	0.16%	93
2022 Q3	$5.42M	Buy	210,676 +33,438	+19%	+$13.3M	0.24%	57
2022 Q2	$7.81M	Buy	+177,238	New	+$72.6M	0.24%	56

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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.