Merit Financial Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Merit Financial Group’s Portfolio SPYD Stock Details SPYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$426K	Buy	8,936 +3,462	+63%	+$163K	﹤0.01%	1593
2026 Q1	$249K	Buy	+5,474	New	+$252K	﹤0.01%	1773
2023 Q4	–	Sell	-6,479	Closed	-$227K	–	826
2023 Q3	$227K	Sell	6,479 -36,289	-85%	-$1.35M	0.01%	670
2023 Q2	$1.59M	Sell	42,768 -10,722	-20%	-$396K	0.05%	261
2023 Q1	$2.03M	Sell	53,490 -3,222	-6%	-$129K	0.07%	202
2022 Q4	$2.24M	Buy	56,712 +14,306	+34%	+$560K	0.08%	180
2022 Q3	$1.5M	Sell	42,406 -13,645	-24%	-$549K	0.07%	196
2022 Q2	$2.24M	Buy	56,051 +20,324	+57%	+$874K	0.07%	175
2022 Q1	$1.57M	Buy	+35,727	New	+$1.54M	0.09%	118

Other funds holding SPYD

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

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

Merit Financial Group increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 63% in Q2 2026, buying an estimated $163K and bringing the position to 8,936 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Merit Financial Group first reported a position in SPYD in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.24M in Q4 2022. 76 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Merit Financial Group held 8,936 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $426K as of Q2 2026.
Merit Financial Group bought 3,462 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $163K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1593 holding.
Merit Financial Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and has held it in 9 quarters since.
Merit Financial Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.24M in Q4 2022.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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