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Spdr Series Trust cmn shares owned by Merit Financial Group

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust cmn 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 Series Trust cmn by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 39k 30.03
2024-03-31 $2.2M 77k 28.54
2023-12-31 $2.5M 84k 29.41

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Merit Financial Group

Top funds holding Spdr Series Trust cmn

Adviser Investments
LPL Financial
D. J. St. Germain
Nepc
Bank of America Corporation
AE Wealth Management
CX Institutional
Congress Wealth Management LLC / DE /
Procyon Private Wealth Partners
Assetmark
Gerber Kawasaki Wealth & Investment Management
Prestige Wealth Management Group
Private Advisor
Advisor Group Holdings
Flaharty Asset Management

View all funds holding Spdr Series Trust cmn