Merit Financial Group, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Merit Financial Group, LLC

$6.49 Billion
Q1 2025

A detailed history of Merit Financial Group, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Merit Financial Group, LLC holds 11,829 shares of SPGM stock, worth $738,366. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,829

Previous 11,829 -0.0%

Holding current value

$738,366

Previous $749,000 1.47%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$63.23 - $66.65 $247,608 - $261,001	-3,916 Reduced 24.87%	11,829 $749,000
Q2 2024 Aug 13, 2024	SELL	$56.67 - $60.99 $26,124 - $28,116	-461 Reduced 2.84%	15,745 $956,000
Q1 2024 May 06, 2024	SELL	$54.21 - $59.68 $47,379 - $52,160	-874 Reduced 5.12%	16,206 $967,000
Q4 2023 Feb 06, 2024	SELL	$48.07 - $55.48 $52,636 - $60,750	-1,095 Reduced 6.02%	17,080 $945,000
Q3 2023 Nov 07, 2023	SELL	$50.1 - $54.28 $137,223 - $148,672	-2,739 Reduced 13.1%	18,175 $917,000
Q2 2023 Aug 01, 2023	SELL	$49.47 - $52.62 $346,042 - $368,076	-6,995 Reduced 25.06%	20,914 $1.09 Million
Q1 2023 Apr 24, 2023	SELL	$46.63 - $51.08 $1.91 Million - $2.09 Million	-40,896 Reduced 59.44%	27,909 $1.39 Million
Q4 2022 Jan 13, 2023	BUY	$42.72 - $49.46 $2.62 Million - $3.03 Million	61,234 Added 808.8%	68,805 $0
Q3 2022 Oct 31, 2022	BUY	$42.78 - $50.95 $31,956 - $38,059	747 Added 10.95%	7,571 $324,000
Q2 2022 Aug 08, 2022	BUY	$44.97 - $55.51 $306,875 - $378,800	6,824 New	6,824 $314,000

Others Institutions Holding SPGM

# of Institutions

142

Shares Held

10M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Account

Merit Financial Group, LLC Spdr Index Shs Fds S Spdr Port Transaction History