MFG
SPYG icon

Merit Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Merit Financial Group’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.9M Buy
536,797
+6,946
+1% +$794K 0.39% 50
2026
Q1 		$51.9M Sell
529,851
-7,476
-1% -$779K 0.39% 56
2025
Q4 		$57.3M Buy
537,327
+43,107
+9% +$4.57M 0.46% 48
2025
Q3 		$51.7M Sell
494,220
-31,081
-6% -$3.1M 0.47% 47
2025
Q2 		$50.1M Buy
525,301
+27,368
+5% +$2.35M 0.56% 39
2025
Q1 		$40M Sell
497,933
-105,322
-17% -$9.19M 0.6% 34
2024
Q4 		$53M Buy
603,255
+11,938
+2% +$1.03M 0.95% 25
2024
Q3 		$49M Sell
591,317
-51,930
-8% -$4.15M 1.1% 20
2024
Q2 		$51.5M Sell
643,247
-1,986
-0.3% -$148K 1.14% 18
2024
Q1 		$46.6M Buy
645,233
+48,526
+8% +$3.38M 1.11% 19
2023
Q4 		$38.8M Buy
596,707
+180,833
+43% +$11.2M 1.18% 17
2023
Q3 		$24.7M Buy
415,874
+15,537
+4% +$952K 0.81% 16
2023
Q2 		$24.4M Sell
400,337
-18,021
-4% -$1.03M 0.79% 17
2023
Q1 		$23.2M Sell
418,358
-66,458
-14% -$3.52M 0.84% 14
2022
Q4 		$24.6M Buy
484,816
+278,965
+136% +$14.5M 0.89% 16
2022
Q3 		$10.3M Buy
205,851
+23,726
+13% +$1.33M 0.45% 28
2022
Q2 		$9.52M Buy
182,125
+5,289
+3% +$303K 0.29% 47
2022
Q1 		$11.7M Buy
176,836
+22,570
+15% +$1.47M 0.71% 17
2021
Q4 		$11.2M Buy
154,266
+2,150
+1% +$150K 1.1% 9
2021
Q3 		$9.74M Buy
152,116
+6,169
+4% +$407K 1.02% 12
2021
Q2 		$9.19M Buy
145,947
+15,609
+12% +$936K 0.86% 11
2021
Q1 		$7.35M Buy
130,338
+44,394
+52% +$2.49M 0.77% 12
2020
Q4 		$4.75M Buy
85,944
+22,119
+35% +$1.16M 0.46% 18
2020
Q3 		$3.2M Buy
63,825
+11,049
+21% +$542K 0.29% 25
2020
Q2 		$2.37M Sell
52,776
-5,016
-9% -$208K 0.24% 31
2020
Q1 		$2.06M Buy
57,792
+52,110
+917% +$2.13M 0.23% 35
2019
Q4 		$238K Buy
+5,682
New +$228K 0.02% 212

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Merit Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.3% in Q2 2026, buying an estimated $794K and bringing the position to 536,797 shares worth $63.9M. The position accounts for 0.39% of the portfolio, ranked #50.

Merit Financial Group first reported a position in SPYG in Q4 2019 and has held it in 27 quarters since. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Merit Financial Group held 536,797 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $63.9M as of Q2 2026.
  • Merit Financial Group bought 6,946 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $794K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.39% of Merit Financial Group's portfolio in Q2 2026, its #50 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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