Meridian Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Meridian Wealth Management, LLC

  • $2.07 Billion
  • Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 14,844 shares of SPSM stock, worth $629,088. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,844
Previous 11,451 29.63%
Holding current value
$629,088
Previous $521,000 27.83%
% of portfolio
0.03%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$44.33 - $49.55 $150,411 - $168,123
3,393 Added 29.63%
14,844 $666,000
Q3 2024

Nov 12, 2024
SELL
$41.02 - $46.01 $11,895 - $13,342
-290 Reduced 2.47%
11,451 $521,000
Q2 2024

Aug 08, 2024
BUY
$39.75 - $43.15 $466,704 - $506,624
11,741 New
11,741 $487,000
Q4 2023

Feb 08, 2024
BUY
$34.3 - $42.83 $69,903 - $87,287
2,038 Added 13.16%
17,521 $739,000
Q3 2023

Oct 17, 2023
BUY
$36.35 - $41.02 $134,422 - $151,691
3,698 Added 31.38%
15,483 $571,000
Q2 2023

Aug 02, 2023
BUY
$35.57 - $38.94 $85,225 - $93,300
2,396 Added 25.52%
11,785 $457,000
Q1 2023

May 12, 2023
SELL
$36.04 - $42.08 $14,235 - $16,621
-395 Reduced 4.04%
9,389 $354,000
Q4 2022

Feb 13, 2023
SELL
$34.79 - $39.85 $2,296 - $2,630
-66 Reduced 0.67%
9,784 $361,000
Q3 2022

Nov 14, 2022
BUY
$33.99 - $41.52 $85,076 - $103,924
2,503 Added 34.07%
9,850 $335,000
Q2 2022

Aug 05, 2022
BUY
$34.83 - $42.53 $36,606 - $44,699
1,051 Added 16.69%
7,347 $264,000
Q1 2022

May 12, 2022
BUY
$39.91 - $45.5 $878 - $1,001
22 Added 0.35%
6,296 $265,000
Q4 2021

Jan 27, 2022
SELL
$42.23 - $46.94 $8,826 - $9,810
-209 Reduced 3.22%
6,274 $280,000
Q3 2021

Oct 15, 2021
BUY
$40.71 - $44.23 $162 - $176
4 Added 0.06%
6,483 $276,000
Q2 2021

Jul 22, 2021
BUY
$41.43 - $45.3 $82 - $90
2 Added 0.03%
6,479 $285,000
Q1 2021

May 07, 2021
BUY
$35.43 - $44.75 $229,480 - $289,845
6,477 New
6,477 $274,000
Q4 2020

Jan 19, 2021
SELL
$27.77 - $35.98 $845,124 - $1.09 Million
-30,433 Closed
0 $0
Q3 2020

Oct 09, 2020
BUY
$25.57 - $29.57 $778,171 - $899,903
30,433 New
30,433 $833,000
Q3 2019

Nov 08, 2019
SELL
$29.9 - $31.15 $41,441 - $43,173
-1,386 Closed
0 $0
Q2 2019

Jul 19, 2019
BUY
N/A
417 Added 43.03%
1,386 $425,000
Q1 2019

May 15, 2019
BUY
N/A
969 New
969 $293,000

Others Institutions Holding SPSM

# of Institutions
974
Shares Held
216M
Call Options Held
94.2K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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