Spdr S&p 500 Etf shares owned by Merit Financial Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248M | 373k | 666.18 |
| 2025-06-30 | $215M | 348k | 617.85 |
| 2025-03-31 | $186M | 332k | 559.39 |
| 2024-12-31 | $205M | 350k | 586.08 |
| 2024-09-30 | $3.4M | 340k | 10.02 |
| 2024-03-31 | $175M | 342k | 511.29 |
| 2023-12-31 | $40M | 84k | 475.31 |
| 2023-09-30 | $147M | 343k | 427.48 |
| 2023-06-30 | $155M | 349k | 443.28 |
| 2023-03-31 | $129M | 315k | 409.39 |
| 2022-12-31 | $117M | 305k | 382.43 |
| 2022-09-30 | $0 | 258k | 0.00 |
| 2022-06-30 | $111M | 294k | 377.25 |
| 2022-03-31 | $8.9M | 20k | 451.65 |
| 2021-12-31 | $8.2M | 17k | 474.95 |
| 2021-09-30 | $6.8M | 16k | 429.14 |
| 2021-06-30 | $6.6M | 15k | 428.06 |
| 2021-03-31 | $5.1M | 13k | 396.36 |
| 2020-12-31 | $4.9M | 13k | 373.84 |
| 2020-09-30 | $4.0M | 12k | 334.92 |
| 2020-06-30 | $3.8M | 12k | 308.40 |
| 2020-03-31 | $2.7M | 11k | 257.75 |
| 2019-12-31 | $3.2M | 9.9k | 321.83 |
| 2019-09-30 | $1.5M | 5.2k | 296.83 |