Merriman Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Merriman Wealth Management’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
2014 Q2	–	Sell	-430	Closed	-$2.1M	–	47
2014 Q1	$2.1M	Buy	+430	New	+$78.9K	2.17%	12

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merriman Wealth Management's SPY Position: Q4 2024 in Review

Merriman Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.4% in Q4 2024, buying an estimated $105K and bringing the position to 5,424 shares worth $3.19M. The position accounts for 0.13% of the portfolio, ranked #51.

Merriman Wealth Management first reported a position in SPY in Q4 2013 and has held it in 39 quarters since. The position peaked at $13.8M in Q1 2022. 4,229 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

Merriman Wealth Management held 5,424 shares of State Street SPDR S&P 500 ETF Trust worth $3.19M as of Q4 2024.
Merriman Wealth Management bought 179 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $105K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Merriman Wealth Management's portfolio in Q4 2024, its #51 holding.
Merriman Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 39 quarters since.
Merriman Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $13.8M in Q1 2022.
4,229 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.