Merit Financial Group, LLC SPTI Holdings History
Merit Financial Group, LLC's SPDR Portfolio Intermediate Term Treasury ETF Holding Summary
As of 2025-03-31, Merit Financial Group, LLC held 4.50 Mil shares of SPDR Portfolio Intermediate Term Treasury ETF(SPTI), totaling $128.59 Mil. This investment constitutes 1.93% of their stock portfolio, and Merit Financial Group, LLC now holds 1.65% of the outstanding SPDR Portfolio Intermediate Term Treasury ETF(SPTI) stock.
The initial trade took place in 2022Q3. And since then Merit Financial Group, LLC has made 8 purchases of SPTI, at an average price of $27.94, for a total of 5.30 Mil shares. In addition, there have been 3 sales at an average price of $28.20 for 804,789.00 shares. Based on historical transaction data and SPTI's current price of $28.46, Merit Financial Group, LLC's estimated gain on his SPTI holdings is $2.55 Mil, reflecting a 1.72% gain to date.
Merit Financial Group, LLC SPTI ($28.46) Holding Chart
Merit Financial Group, LLC SPTI ($28.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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