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Spdr Series Trust shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in Spdr Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust 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 by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 11k 160.69
2024-03-31 $1.6M 11k 148.09
2023-12-31 $1.5M 9.8k 150.33
2023-09-30 $1.2M 9.7k 126.88
2023-06-30 $1.3M 9.6k 133.34

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Vanguard Index Fds Growth Etf (VUG)
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United Parcel Service CL B (UPS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
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Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
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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

Bank of America Corporation
LPL Financial
New Harbor Financial
Morgan Stanley
McGuire Investment Group
BlackRock
Jpmorgan Chase & Co
BlackRock
Stifel Financial
Raymond James & Associates
Ieq Capital
Envestnet Asset Management
Northeast Financial Consultants
Fifth Third Securities
Mml Investors Services

View all funds holding Spdr Series Trust