Merit Financial Group, LLC Spdr Portfolio S&P 500 High Di Transaction History

Merit Financial Group, LLC

$4.59 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$34.75 - $38.84 $1.26 Million - $1.41 Million	-36,289 Reduced 84.85%	6,479 $227,000
Q2 2023 Aug 01, 2023	SELL	$35.13 - $38.46 $376,663 - $412,368	-10,722 Reduced 20.04%	42,768 $1.59 Million
Q1 2023 Apr 24, 2023	SELL	$35.58 - $43.09 $114,638 - $138,835	-3,222 Reduced 5.68%	53,490 $2.03 Million
Q4 2022 Jan 13, 2023	BUY	$35.5 - $41.73 $507,863 - $596,989	14,306 Added 33.74%	56,712 $0
Q3 2022 Oct 31, 2022	SELL	$35.47 - $43.38 $483,988 - $591,920	-13,645 Reduced 24.34%	42,406 $1.5 Million
Q2 2022 Aug 08, 2022	BUY	$38.63 - $45.45 $785,116 - $923,725	20,324 Added 56.89%	56,051 $2.24 Million
Q1 2022 May 13, 2022	BUY	$41.75 - $44.47 $1.49 Million - $1.59 Million	35,727 New	35,727 $1.57 Million

Others Institutions Holding SPYD

# of Institutions

474

Shares Held

47.4M

Call Options Held

68.6K

Put Options Held

13K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$473 Million
8.97% of portfolio
Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$163 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

3.05M
Shares

$136 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.8M
Shares

$125 Million
0.03% of portfolio
Auto Owners Insurance CO Lansing, MI

2.05M
Shares

$91.6 Million
2.32% of portfolio

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