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Disclosed positions
Merkkuri Wealth Advisors LLC: source evidence dated 2026-07-28T03:59:59.999Z.
- Issuer
- SPDR SERIES TRUST
- Ticker
- SPYM
- Class
- ST STR P500ETF
- Reported value
- $24,399,633
- Reported amount
- 277,647
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002040317-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $24,399,633 | 277,647 | SH | None |
| ISHARES TR | IUSG | CORE SP US GWT | $8,050,768 | 42,803 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $6,772,231 | 148,873 | SH | None |
| ISHARES TR | IJH | CORE SP MCP ETF | $6,591,257 | 85,479 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $6,287,058 | 198,267 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $5,951,229 | 105,369 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $5,440,626 | 56,333 | SH | None |
| FIRST TR EXCHANGE TRADED FD | RDVY | RISNG DIVD ACHIV | $5,219,706 | 64,393 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $4,633,018 | 6,291 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $4,516,288 | 45,628 | SH | None |
| BLACKROCK ETF TRUST | BAI | ISHA I IN TE ETF | $3,450,988 | 65,459 | SH | None |
| ISHARES TR | IVW | SP 500 GRWT ETF | $3,239,493 | 23,555 | SH | None |
| STATE STR SPDR SP 500 ETF T | SPY | TR UNIT | $3,198,477 | 4,283 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | ILDR | INNOVATION LEAD | $3,190,540 | 81,298 | SH | None |
| ISHARES TR | IYJ | US INDUSTRIALS | $3,076,750 | 18,462 | SH | None |
| FIDELITY MERRIMACK STR TR | FLTB | LTD TRM BD ETF | $3,038,123 | 60,605 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $3,027,891 | 44,521 | SH | None |
| FIRST TR EXCHANGE TRADED FD | FTHI | BUYWRIT INCM ETF | $3,020,834 | 126,660 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | CIBR | NASDAQ CYB ETF | $2,896,110 | 32,233 | SH | None |
| ISHARES TR | IVE | SP 500 VAL ETF | $2,584,418 | 11,382 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $2,499,741 | 54,166 | SH | None |
| MATTHEWS ASIA FDS | MCH | CHINA ACTIVE ETF | $2,412,820 | 83,616 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | SP500 EQL WGT | $2,366,504 | 11,122 | SH | None |
| FIRST TR EXCH TRD ALPHDX FD | NFTY | INDIA NFTY50 EQW | $2,325,236 | 43,224 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $2,285,173 | 86,168 | SH | None |
| ISHARES TR | ACWX | MSCI ACWI EX US | $2,156,558 | 28,335 | SH | None |
| BLACKROCK ETF TRUST | CORO | ISHA IN CTRY ETF | $1,984,598 | 54,224 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $1,601,242 | 20,162 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $1,585,444 | 29,852 | SH | None |
| ISHARES TR | IYH | US HLTHCARE ETF | $1,549,678 | 23,126 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,526,093 | 6,403 | SH | None |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $1,396,445 | 60,374 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | RCTR | BLOO NUC PWR ETF | $1,361,048 | 40,439 | SH | None |
| FIRST TR EXCH TRADED FD III | FPEI | INSTL PFD SECS | $1,293,323 | 67,046 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $1,251,217 | 10,469 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPMO | SP 500 MOMNTM | $1,236,073 | 7,652 | SH | None |
| ISHARES TR | IVV | CORE SP500 ETF | $1,163,745 | 1,554 | SH | None |
| BLACKROCK ETF TRUST | BLCR | ISHA LA CORE ETF | $1,162,218 | 23,074 | SH | None |
| ISHARES TR | IAGG | CORE INTL AGGR | $1,158,631 | 22,898 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $1,043,734 | 8,366 | SH | None |
| GLOBAL X FDS | SHLD | DEFENSE TECH ETF | $967,614 | 16,205 | SH | None |
| BONDBLOXX ETF TRUST | XTEN | BLOOMBERG TEN YR | $938,361 | 20,587 | SH | None |
| BLACKROCK ETF TRUST | THRO | ISHA US THEM ETF | $882,545 | 20,472 | SH | None |
| ISHARES TR | IWY | RUS TP200 GR ETF | $870,554 | 2,996 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $868,329 | 8,999 | SH | None |
| APPLE INC | AAPL | COM | $786,366 | 2,718 | SH | None |
| ISHARES TR | MBB | MBS ETF | $750,670 | 7,942 | SH | None |
| BLACKROCK ETF TRUST | IALT | ISHA SYST AL ETF | $720,072 | 25,671 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $699,923 | 1,981 | SH | None |
| ISHARES TR | GOVT | US TREAS BD ETF | $688,636 | 30,230 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.