Merit Financial Group, LLC Spdr Portfolio Transaction History
Merit Financial Group, LLC
- $6.49 Billion
- Q1 2025
A detailed history of Merit Financial Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Merit Financial Group, LLC holds 38,490 shares of SPMD stock, worth $1.91 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
38,490
Previous 80,836
52.39%
Holding current value
$1.91 Million
Previous $4.42 Million
55.57%
% of portfolio
0.03%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding SPMD
# of Institutions
728Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.82 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$890 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$640 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$316 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$285 Million10.91% of portfolio