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

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

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 $771,014. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,829

Previous 15,745 24.87%

Holding current value

$771,014

Previous $1.02 Million 26.5%

% of portfolio

0.01%

Previous 0.02%

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

137

Shares Held

9.36M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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