Meridian Wealth Advisors, LLC Financial Sector Spdr Transaction History

Meridian Wealth Advisors, LLC

$536 Million
Q3 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 12,582 shares of XLF stock, worth $638,284. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,582

Previous 14,497 13.21%

Holding current value

$638,284

Previous $595,000 4.2%

% of portfolio

0.11%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$40.84 - $45.74 $78,208 - $87,592	-1,915 Reduced 13.21%	12,582 $570,000
Q2 2024 Aug 02, 2024	BUY	$39.59 - $42.49 $4,434 - $4,758	112 Added 0.78%	14,497 $595,000
Q4 2023 Feb 06, 2024	SELL	$31.45 - $37.72 $42,866 - $51,412	-1,363 Reduced 8.66%	14,385 $540,000
Q3 2023 Nov 13, 2023	BUY	$33.17 - $35.6 $630 - $676	19 Added 0.12%	15,748 $522,000
Q2 2023 Aug 02, 2023	SELL	$31.55 - $33.71 $44,769 - $47,834	-1,419 Reduced 8.28%	15,729 $530,000
Q1 2023 May 01, 2023	BUY	$30.98 - $37.0 $37,361 - $44,622	1,206 Added 7.56%	17,148 $551,000
Q4 2022 Jan 23, 2023	SELL	$30.29 - $36.31 $38,498 - $46,150	-1,271 Reduced 7.38%	15,942 $0
Q3 2022 Oct 19, 2022	BUY	$30.36 - $35.81 $182 - $214	6 Added 0.03%	17,213 $523,000
Q2 2022 Jul 26, 2022	SELL	$30.84 - $38.22 $7,494 - $9,287	-243 Reduced 1.39%	17,207 $541,000
Q1 2022 May 12, 2022	BUY	$35.66 - $41.42 $45,823 - $53,224	1,285 Added 7.95%	17,450 $669,000
Q4 2021 Feb 02, 2022	BUY	$37.54 - $40.62 $5,856 - $6,336	156 Added 0.97%	16,165 $631,000
Q3 2021 Nov 12, 2021	BUY	$35.11 - $39.0 $8,110 - $9,009	231 Added 1.46%	16,009 $601,000
Q2 2021 Aug 10, 2021	BUY	$34.47 - $38.47 $69,629 - $77,709	2,020 Added 14.68%	15,778 $579,000
Q1 2021 May 07, 2021	BUY	$28.95 - $34.77 $173 - $208	6 Added 0.04%	13,758 $468,000
Q4 2020 May 07, 2021	BUY	$23.61 - $29.48 $324,684 - $405,408	13,752 New	13,752 $405,000
Q4 2020 Feb 16, 2021	SELL	$23.61 - $29.48 $333,255 - $416,110	-14,115 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$22.68 - $25.49 $61,394 - $69,001	2,707 Added 23.73%	14,115 $340,000
Q2 2020 Aug 14, 2020	SELL	$19.55 - $26.74 $115,853 - $158,461	-5,926 Reduced 34.19%	11,408 $264,000
Q1 2020 May 15, 2020	BUY	$17.66 - $31.17 $65,854 - $116,232	3,729 Added 27.41%	17,334 $361,000
Q3 2019 Nov 08, 2019	BUY	$27.86 - $28.52 $34,825 - $35,650	1,250 Added 10.12%	13,605 $381,000
Q1 2019 May 07, 2019	SELL	N/A	-500 Reduced 3.89%	12,355 $318,000
Q4 2018 Feb 14, 2019	BUY	N/A	12,855 New	12,855 $306,000

Others Institutions Holding XLF

# of Institutions

1,837

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Meridian Wealth Advisors, LLC Financial Sector Spdr Transaction History