Meridian Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Meridian Wealth Advisors, LLC

$592 Million
Q2 2025

A detailed history of Meridian Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 12,669 shares of MDY stock, worth $7.51 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

12,669

Previous 12,788 0.93%

Holding current value

$7.51 Million

Previous $6.82 Million 5.19%

% of portfolio

1.21%

Previous 1.27%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$468.22 - $566.51 $55,718 - $67,414	-119 Reduced 0.93%	12,669 $7.18 Million
Q1 2025 May 05, 2025	BUY	$522.96 - $601.18 $24,579 - $28,255	47 Added 0.37%	12,788 $6.82 Million
Q4 2024 Feb 11, 2025	BUY	$563.99 - $620.12 $40,607 - $44,648	72 Added 0.57%	12,741 $7.26 Million
Q3 2024 Oct 24, 2024	SELL	$523.84 - $572.02 $64,956 - $70,930	-124 Reduced 0.97%	12,669 $7.22 Million
Q2 2024 Aug 02, 2024	SELL	$516.55 - $556.17 $58,370 - $62,847	-113 Reduced 0.88%	12,793 $6.85 Million
Q1 2024 May 10, 2024	SELL	$491.35 - $556.4 $44,221 - $50,076	-90 Reduced 0.69%	12,906 $7.18 Million
Q4 2023 Feb 06, 2024	SELL	$425.08 - $512.6 $301,381 - $363,433	-709 Reduced 5.17%	12,996 $6.59 Million
Q3 2023 Nov 13, 2023	SELL	$450.89 - $498.33 $17,133 - $18,936	-38 Reduced 0.28%	13,705 $6.26 Million
Q2 2023 Aug 02, 2023	BUY	$439.95 - $478.91 $166,741 - $181,506	379 Added 2.84%	13,743 $6.58 Million
Q1 2023 May 01, 2023	SELL	$433.1 - $497.12 $548,737 - $629,851	-1,267 Reduced 8.66%	13,364 $6.13 Million
Q4 2022 Jan 23, 2023	BUY	$409.49 - $470.66 $837,816 - $962,970	2,046 Added 16.26%	14,631 $0
Q3 2022 Oct 19, 2022	SELL	$401.58 - $481.07 $156,214 - $187,136	-389 Reduced 3.0%	12,585 $5.06 Million
Q2 2022 Jul 26, 2022	BUY	$402.57 - $493.76 $99,837 - $122,452	248 Added 1.95%	12,974 $5.37 Million
Q1 2022 May 12, 2022	BUY	$459.24 - $521.7 $252,582 - $286,935	550 Added 4.52%	12,726 $6.24 Million
Q4 2021 Feb 02, 2022	SELL	$485.7 - $531.03 $6,314 - $6,903	-13 Reduced 0.11%	12,176 $6.3 Million
Q3 2021 Nov 12, 2021	BUY	$468.36 - $506.04 $281,016 - $303,624	600 Added 5.18%	12,189 $5.86 Million
Q2 2021 Aug 10, 2021	BUY	$475.11 - $504.81 $139,682 - $148,414	294 Added 2.6%	11,589 $5.69 Million
Q1 2021 May 07, 2021	BUY	$413.34 - $489.29 $343,072 - $406,110	830 Added 7.93%	11,295 $5.38 Million
Q4 2020 May 07, 2021	BUY	$343.51 - $421.75 $3.48 Million - $4.27 Million	10,125 Added 2977.94%	10,465 $4.39 Million
Q4 2020 Feb 16, 2021	SELL	$343.51 - $421.75 $3.28 Million - $4.02 Million	-9,538 Reduced 96.56%	340 $128,000
Q3 2020 Nov 16, 2020	BUY	$318.46 - $358.67 $295,530 - $332,845	928 Added 10.37%	9,878 $3.35 Million
Q2 2020 Aug 14, 2020	SELL	$243.09 - $355.21 $26,010 - $38,007	-107 Reduced 1.18%	8,950 $2.9 Million
Q1 2020 May 15, 2020	SELL	$220.85 - $384.02 $23,851 - $41,474	-108 Reduced 1.18%	9,057 $2.38 Million
Q4 2019 Feb 12, 2020	BUY	$338.73 - $376.09 $63,681 - $70,704	188 Added 2.09%	9,165 $3.44 Million
Q3 2019 Nov 08, 2019	BUY	$334.13 - $362.01 $575,371 - $623,381	1,722 Added 23.74%	8,977 $3.16 Million
Q2 2019 Aug 08, 2019	SELL	$330.13 - $361.02 $4,621 - $5,054	-14 Reduced 0.19%	7,255 $2.57 Million
Q1 2019 May 07, 2019	SELL	$296.63 - $352.26 $614,024 - $729,178	-2,070 Reduced 22.17%	7,269 $2.51 Million
Q4 2018 Feb 14, 2019	BUY	$284.96 - $364.55 $2.66 Million - $3.4 Million	9,339 New	9,339 $2.83 Million

Others Institutions Holding MDY

# of Institutions

1,541

Shares Held

28.8M

Call Options Held

813K

Put Options Held

601K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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 S&P Midcap 400 ETF Trust Transaction History