A detailed history of Meridian Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 83,019 shares of SPY stock, worth $49.9 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
83,019
Previous 82,494 0.64%
Holding current value
$49.9 Million
Previous $44.9 Million 6.12%
% of portfolio
2.38%
Previous 5.48%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$517.38 - $573.86 $271,624 - $301,276
525 Added 0.64%
83,019 $47.6 Million
Q2 2024

Aug 08, 2024

BUY
$495.16 - $548.49 $40.8 Million - $45.2 Million
82,494 New
82,494 $44.9 Million
Q4 2023

Feb 08, 2024

BUY
$410.68 - $476.69 $4.25 Million - $4.93 Million
10,350 Added 15.13%
78,743 $37.4 Million
Q3 2023

Oct 17, 2023

BUY
$425.88 - $457.79 $627,321 - $674,324
1,473 Added 2.2%
68,393 $29.2 Million
Q2 2023

Aug 02, 2023

SELL
$404.36 - $443.28 $1.07 Million - $1.17 Million
-2,638 Reduced 3.79%
66,920 $29.7 Million
Q1 2023

May 12, 2023

SELL
$379.5 - $416.78 $314,985 - $345,927
-830 Reduced 1.18%
69,558 $28.5 Million
Q4 2022

Feb 13, 2023

BUY
$357.63 - $407.42 $1.53 Million - $1.74 Million
4,270 Added 6.46%
70,388 $26.9 Million
Q3 2022

Nov 14, 2022

BUY
$357.18 - $429.7 $681,856 - $820,297
1,909 Added 2.97%
66,118 $23.6 Million
Q2 2022

Aug 05, 2022

BUY
$365.86 - $456.8 $594,522 - $742,300
1,625 Added 2.6%
64,209 $24.2 Million
Q1 2022

May 12, 2022

BUY
$416.25 - $477.71 $1.12 Million - $1.28 Million
2,685 Added 4.48%
62,584 $28.3 Million
Q4 2021

Jan 27, 2022

BUY
$428.64 - $477.48 $1.33 Million - $1.48 Million
3,105 Added 5.47%
59,899 $28.5 Million
Q3 2021

Oct 15, 2021

BUY
$424.97 - $453.19 $680,801 - $726,010
1,602 Added 2.9%
56,794 $24.4 Million
Q2 2021

Jul 22, 2021

BUY
$400.61 - $428.06 $175,066 - $187,062
437 Added 0.8%
55,192 $23.6 Million
Q1 2021

May 07, 2021

BUY
$368.79 - $397.26 $447,711 - $482,273
1,214 Added 2.27%
54,755 $21.7 Million
Q4 2020

Jan 19, 2021

BUY
$326.54 - $373.88 $2.45 Million - $2.81 Million
7,518 Added 16.34%
53,541 $20 Million
Q3 2020

Oct 09, 2020

BUY
$310.52 - $357.7 $1.22 Million - $1.41 Million
3,931 Added 9.34%
46,023 $15.4 Million
Q2 2020

Jul 15, 2020

SELL
$246.15 - $323.2 $2.35 Million - $3.09 Million
-9,549 Reduced 18.49%
42,092 $13 Million
Q1 2020

Apr 16, 2020

BUY
$222.95 - $338.34 $2.83 Million - $4.3 Million
12,706 Added 32.63%
51,641 $13.3 Million
Q4 2019

Jan 09, 2020

BUY
$288.06 - $322.94 $104,277 - $116,904
362 Added 0.94%
38,935 $12.5 Million
Q3 2019

Nov 08, 2019

SELL
$283.82 - $302.01 $80,321 - $85,468
-283 Reduced 0.73%
38,573 $11.4 Million
Q2 2019

Jul 19, 2019

BUY
$274.57 - $295.86 $113,397 - $122,190
413 Added 1.07%
38,856 $114 Million
Q1 2019

May 15, 2019

BUY
$244.21 - $284.73 $171,435 - $199,880
702 Added 1.86%
38,443 $109 Million
Q4 2018

Feb 05, 2019

BUY
$234.34 - $291.73 $1.66 Million - $2.07 Million
7,088 Added 23.12%
37,741 $9.43 Million
Q3 2018

Oct 19, 2018

SELL
$270.9 - $293.58 $240,559 - $260,699
-888 Reduced 2.82%
30,653 $8.91 Million
Q2 2018

Aug 06, 2018

SELL
$257.47 - $278.92 $512,622 - $555,329
-1,991 Reduced 5.94%
31,541 $8.56 Million
Q1 2018

May 08, 2018

BUY
$257.63 - $286.58 $15,715 - $17,481
61 Added 0.18%
33,532 $8.82 Million
Q4 2017

Jan 30, 2018

BUY
$252.32 - $268.2 $376,209 - $399,886
1,491 Added 4.66%
33,471 $8.01 Million
Q3 2017

Oct 31, 2017

BUY
$242.71 - $251.23 $7.76 Million - $8.03 Million
31,980
31,980 $7.53 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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