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SPDR KBW Capital Markets shares owned by Merit Financial Group

Quarter-by-quarter ownership of SPDR KBW Capital Markets (KCE) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in SPDR KBW Capital Markets

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Capital Markets held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Capital Markets by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 16k 152.85
2025-06-30 $2.4M 16k 144.93
2025-03-31 $5.7M 45k 126.17
2024-12-31 $5.6M 41k 137.70

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

Top funds holding SPDR KBW Capital Markets

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Meitav Dash Investments
Morgan Stanley
LPL Financial
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Presper Financial Architects
360 Financial
UBS Group
Grimes & Company
Fisher Investments
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Nottingham Advisors
Royal Fund Management
Horizon Wealth Management
Baker Avenue Asset Management

View all funds holding SPDR KBW Capital Markets