Meridian Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Meridian Wealth Advisors, LLC

$505 Million
Q2 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 32,301 shares of SDY stock, worth $4.58 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

32,301

Previous 31,405 2.85%

Holding current value

$4.58 Million

Previous $4.12 Million 0.32%

% of portfolio

0.81%

Previous 0.86%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$124.6 - $132.46 $111,641 - $118,684	896 Added 2.85%	32,301 $4.11 Million
Q1 2024 May 10, 2024	SELL	$122.28 - $131.24 $37,050 - $39,765	-303 Reduced 0.96%	31,405 $4.12 Million
Q4 2023 Feb 06, 2024	SELL	$110.2 - $125.58 $580,974 - $662,057	-5,272 Reduced 14.26%	31,708 $3.96 Million
Q3 2023 Nov 13, 2023	SELL	$115.01 - $127.58 $203,222 - $225,433	-1,767 Reduced 4.56%	36,980 $4.25 Million
Q2 2023 Aug 02, 2023	SELL	$117.3 - $124.97 $1.8 Million - $1.92 Million	-15,338 Reduced 28.36%	38,747 $4.75 Million
Q1 2023 May 01, 2023	SELL	$117.74 - $132.18 $1.04 Million - $1.17 Million	-8,839 Reduced 14.05%	54,085 $6.69 Million
Q4 2022 Jan 23, 2023	SELL	$112.65 - $131.57 $10.8 Million - $12.6 Million	-95,745 Reduced 60.34%	62,924 $0
Q3 2022 Oct 19, 2022	BUY	$111.5 - $132.34 $13.4 Million - $15.9 Million	120,180 Added 312.25%	158,669 $17.7 Million
Q2 2022 Jul 26, 2022	BUY	$114.07 - $132.3 $923,852 - $1.07 Million	8,099 Added 26.65%	38,489 $4.57 Million
Q1 2022 May 12, 2022	SELL	$121.65 - $130.75 $30,169 - $32,426	-248 Reduced 0.81%	30,390 $3.89 Million
Q4 2021 Feb 02, 2022	BUY	$118.81 - $129.12 $4,277 - $4,648	36 Added 0.12%	30,638 $3.96 Million
Q3 2021 Nov 12, 2021	BUY	$117.12 - $125.76 $407,109 - $437,141	3,476 Added 12.81%	30,602 $3.6 Million
Q2 2021 Aug 10, 2021	BUY	$118.74 - $127.47 $391,248 - $420,013	3,295 Added 13.83%	27,126 $3.32 Million
Q1 2021 May 07, 2021	BUY	$104.47 - $119.79 $267,338 - $306,542	2,559 Added 12.03%	23,831 $2.81 Million
Q4 2020 May 07, 2021	BUY	$91.76 - $107.36 $1.95 Million - $2.28 Million	21,272 New	21,272 $2.25 Million
Q4 2020 Feb 16, 2021	SELL	$91.76 - $107.36 $1.72 Million - $2.01 Million	-18,766 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$88.24 - $98.33 $39,090 - $43,560	443 Added 2.42%	18,766 $1.73 Million
Q2 2020 Aug 14, 2020	SELL	$76.15 - $100.68 $35,333 - $46,715	-464 Reduced 2.47%	18,323 $1.67 Million
Q1 2020 May 15, 2020	BUY	$68.26 - $108.76 $148,806 - $237,096	2,180 Added 13.13%	18,787 $1.5 Million
Q4 2019 Feb 12, 2020	SELL	$98.73 - $107.77 $6,911 - $7,543	-70 Reduced 0.42%	16,607 $1.79 Million
Q3 2019 Nov 08, 2019	BUY	$101.59 - $103.8 $29,969 - $30,621	295 Added 1.8%	16,677 $1.71 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-5 Reduced 0.03%	16,382 $1.65 Million
Q1 2019 May 07, 2019	SELL	N/A	-5,778 Reduced 26.07%	16,387 $1.63 Million
Q4 2018 Feb 14, 2019	BUY	N/A	22,165 New	22,165 $1.98 Million

Others Institutions Holding SDY

# of Institutions

1,200

Shares Held

68.9M

Call Options Held

43.4K

Put Options Held

18.2K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Meridian Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History