Merit Financial Group, LLC Spdr Portfolio Transaction History
Merit Financial Group, LLC
- $8.37 Billion
- Q2 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 37,460 shares of SPMD stock, worth $2.1 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
37,460
Previous 38,490
2.68%
Holding current value
$2.1 Million
Previous $1.96 Million
3.72%
% of portfolio
0.02%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
751Shares Held
218MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.49 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$733 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$372 Million5.11% of portfolio
-
Cwm, LLC6.58MShares$368 Million1.34% of portfolio