Meridian Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Meridian Wealth Partners, LLC

  • $564 Million
  • Q2 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 620 shares of SPY stock, worth $352,556. This represents 0.06% of its overall portfolio holdings.

Number of Shares
620
Previous 590 5.08%
Holding current value
$352,556
Previous $308,000 9.42%
% of portfolio
0.06%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$495.16 - $548.49 $14,854 - $16,454
30 Added 5.08%
620 $337,000
Q4 2023

Feb 05, 2024
SELL
$410.68 - $476.69 $96,099 - $111,545
-234 Reduced 28.4%
590 $280,000
Q3 2023

Nov 03, 2023
SELL
$425.88 - $457.79 $20,016 - $21,516
-47 Reduced 5.4%
824 $352,000
Q1 2023

May 04, 2023
SELL
$379.5 - $416.78 $28,842 - $31,675
-76 Reduced 8.03%
871 $356,000
Q4 2022

Feb 14, 2023
SELL
$357.63 - $407.42 $9,656 - $11,000
-27 Reduced 2.77%
947 $362,000
Q3 2022

Nov 14, 2022
BUY
$357.18 - $429.7 $9,643 - $11,601
27 Added 2.85%
974 $348,000
Q2 2022

Aug 15, 2022
SELL
$365.86 - $456.8 $14,634 - $18,272
-40 Reduced 4.05%
947 $357,000
Q3 2021

Nov 12, 2021
BUY
$424.97 - $453.19 $29,747 - $31,723
70 Added 7.63%
987 $424,000
Q2 2021

Aug 12, 2021
BUY
$400.61 - $428.06 $8,813 - $9,417
22 Added 2.46%
917 $393,000
Q1 2021

May 17, 2021
SELL
$368.79 - $397.26 $11,063 - $11,917
-30 Reduced 3.24%
895 $355,000
Q4 2020

Feb 16, 2021
BUY
$326.54 - $373.88 $2,612 - $2,991
8 Added 0.87%
925 $346,000
Q2 2020

Aug 12, 2020
SELL
$246.15 - $323.2 $172,551 - $226,563
-701 Reduced 43.33%
917 $283,000
Q1 2020

May 15, 2020
BUY
$222.95 - $338.34 $164,537 - $249,694
738 Added 83.86%
1,618 $417,000
Q4 2019

Feb 14, 2020
BUY
$288.06 - $322.94 $253,492 - $284,187
880 New
880 $283,000

Others Institutions Holding SPY

# of Institutions
4,483
Shares Held
573M
Call Options Held
272M
Put Options Held
391M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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