Meridian Financial, LLC Spdr Portfolio Transaction History
Meridian Financial, LLC
- $143 Billion
- Q1 2025
A detailed history of Meridian Financial, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Meridian Financial, LLC holds 29,889 shares of SPMD stock, worth $1.6 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
29,889
Previous 28,909
3.39%
Holding current value
$1.6 Million
Previous $1.58 Billion
3.25%
% of portfolio
1.07%
Previous 1.09%
Shares
12 transactions
Others Institutions Holding SPMD
# of Institutions
736Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.3 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$959 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$702 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$353 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$342 Million4.98% of portfolio