Meridian Wealth Advisors, LLC Financial Sector Spdr Transaction History

Meridian Wealth Advisors, LLC

  • $541 Million
  • Q4 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 $638,536. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,582
Previous 12,582 -0.0%
Holding current value
$638,536
Previous $570,000 6.67%
% of portfolio
0.11%
Previous 0.11%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,034
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Meridian Wealth Advisors, LLC Portfolio

Follow Meridian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email