Meridian Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Meridian Wealth Advisors, LLC

$541 Million
Q4 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 29,582 shares of SDY stock, worth $3.95 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

29,582

Previous 29,961 1.26%

Holding current value

$3.95 Million

Previous $4.26 Million 8.18%

% of portfolio

0.72%

Previous 0.79%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$131.66 - $144.0 $49,899 - $54,576	-379 Reduced 1.26%	29,582 $3.91 Million
Q3 2024 Oct 24, 2024	SELL	$125.95 - $142.04 $294,723 - $332,373	-2,340 Reduced 7.24%	29,961 $4.26 Million
Q2 2024 Aug 02, 2024	BUY	$124.6 - $132.46 $111,641 - $118,684	896 Added 2.85%	32,301 $4.11 Million
Q1 2024 May 10, 2024	SELL	$122.28 - $131.24 $37,050 - $39,765	-303 Reduced 0.96%	31,405 $4.12 Million
Q4 2023 Feb 06, 2024	SELL	$110.2 - $125.58 $580,974 - $662,057	-5,272 Reduced 14.26%	31,708 $3.96 Million
Q3 2023 Nov 13, 2023	SELL	$115.01 - $127.58 $203,222 - $225,433	-1,767 Reduced 4.56%	36,980 $4.25 Million
Q2 2023 Aug 02, 2023	SELL	$117.3 - $124.97 $1.8 Million - $1.92 Million	-15,338 Reduced 28.36%	38,747 $4.75 Million
Q1 2023 May 01, 2023	SELL	$117.74 - $132.18 $1.04 Million - $1.17 Million	-8,839 Reduced 14.05%	54,085 $6.69 Million
Q4 2022 Jan 23, 2023	SELL	$112.65 - $131.57 $10.8 Million - $12.6 Million	-95,745 Reduced 60.34%	62,924 $0
Q3 2022 Oct 19, 2022	BUY	$111.5 - $132.34 $13.4 Million - $15.9 Million	120,180 Added 312.25%	158,669 $17.7 Million
Q2 2022 Jul 26, 2022	BUY	$114.07 - $132.3 $923,852 - $1.07 Million	8,099 Added 26.65%	38,489 $4.57 Million
Q1 2022 May 12, 2022	SELL	$121.65 - $130.75 $30,169 - $32,426	-248 Reduced 0.81%	30,390 $3.89 Million
Q4 2021 Feb 02, 2022	BUY	$118.81 - $129.12 $4,277 - $4,648	36 Added 0.12%	30,638 $3.96 Million
Q3 2021 Nov 12, 2021	BUY	$117.12 - $125.76 $407,109 - $437,141	3,476 Added 12.81%	30,602 $3.6 Million
Q2 2021 Aug 10, 2021	BUY	$118.74 - $127.47 $391,248 - $420,013	3,295 Added 13.83%	27,126 $3.32 Million
Q1 2021 May 07, 2021	BUY	$104.47 - $119.79 $267,338 - $306,542	2,559 Added 12.03%	23,831 $2.81 Million
Q4 2020 May 07, 2021	BUY	$91.76 - $107.36 $1.95 Million - $2.28 Million	21,272 New	21,272 $2.25 Million
Q4 2020 Feb 16, 2021	SELL	$91.76 - $107.36 $1.72 Million - $2.01 Million	-18,766 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$88.24 - $98.33 $39,090 - $43,560	443 Added 2.42%	18,766 $1.73 Million
Q2 2020 Aug 14, 2020	SELL	$76.15 - $100.68 $35,333 - $46,715	-464 Reduced 2.47%	18,323 $1.67 Million
Q1 2020 May 15, 2020	BUY	$68.26 - $108.76 $148,806 - $237,096	2,180 Added 13.13%	18,787 $1.5 Million
Q4 2019 Feb 12, 2020	SELL	$98.73 - $107.77 $6,911 - $7,543	-70 Reduced 0.42%	16,607 $1.79 Million
Q3 2019 Nov 08, 2019	BUY	$101.59 - $103.8 $29,969 - $30,621	295 Added 1.8%	16,677 $1.71 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-5 Reduced 0.03%	16,382 $1.65 Million
Q1 2019 May 07, 2019	SELL	N/A	-5,778 Reduced 26.07%	16,387 $1.63 Million
Q4 2018 Feb 14, 2019	BUY	N/A	22,165 New	22,165 $1.98 Million

Others Institutions Holding SDY

# of Institutions

1,307

Shares Held

72.5M

Call Options Held

51K

Put Options Held

46K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Advisors, LLC with notifications on news.

Account

Meridian Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History