MFG
SPYM

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

Merit Financial Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38M Sell
432,820
-139
-0% -$11.9K 0.23% 80
2026
Q1 		$33.1M Sell
432,959
-12,814
-3% -$1.02M 0.25% 73
2025
Q4 		$35.8M Buy
445,773
+878
+0.2% +$69.8K 0.29% 71
2025
Q3 		$34.9M Sell
444,895
-8,701
-2% -$656K 0.32% 64
2025
Q2 		$33M Sell
453,596
-7,913
-2% -$532K 0.37% 50
2025
Q1 		$30.3M Sell
461,509
-172,922
-27% -$12M 0.45% 44
2024
Q4 		$43.7M Sell
634,431
-28,144
-4% -$1.95M 0.79% 27
2024
Q3 		$44.7M Buy
662,575
+46,314
+8% +$3.01M 1% 22
2024
Q2 		$39.4M Buy
616,261
+2,654
+0.4% +$163K 0.87% 24
2024
Q1 		$36.9M Sell
613,607
-5,417
-0.9% -$317K 0.88% 21
2023
Q4 		$34.6M Sell
619,024
-16,471
-3% -$863K 1.05% 19
2023
Q3 		$31.9M Buy
635,495
+16,510
+3% +$864K 1.05% 14
2023
Q2 		$32.3M Buy
618,985
+22,323
+4% +$1.1M 1.04% 14
2023
Q1 		$28.7M Buy
596,662
+136,102
+30% +$6.39M 1.04% 13
2022
Q4 		$20.7M Buy
460,560
+445,633
+2,985% +$20.1M 0.75% 17
2022
Q3 		$627K Sell
14,927
-14,051
-48% -$656K 0.03% 319
2022
Q2 		$1.28M Buy
+28,978
New +$1.4M 0.04% 222

Other funds holding SPYM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

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

Merit Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.03% in Q2 2026, selling an estimated $11.9K and leaving 432,820 shares worth $38M. The position accounts for 0.23% of the portfolio, ranked #80.

Merit Financial Group first reported a position in SPYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $44.7M in Q3 2024. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Merit Financial Group held 432,820 shares of State Street SPDR Portfolio S&P 500 ETF worth $38M as of Q2 2026.
  • Merit Financial Group sold 139 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $11.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.23% of Merit Financial Group's portfolio in Q2 2026, its #80 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • Merit Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $44.7M in Q3 2024.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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