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

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 5,482 shares of SDY stock, worth $765,396. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,482

Previous 5,429 0.98%

Holding current value

$765,396

Previous $690,000 12.75%

% of portfolio

0.04%

Previous 0.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$125.95 - $142.04 $6,675 - $7,528	53 Added 0.98%	5,482 $778,000
Q2 2024 Aug 08, 2024	BUY	$124.6 - $132.46 $676,453 - $719,125	5,429 New	5,429 $690,000
Q4 2023 Feb 08, 2024	SELL	$110.2 - $125.58 $13,444 - $15,320	-122 Reduced 2.22%	5,380 $672,000
Q3 2023 Oct 17, 2023	SELL	$115.01 - $127.58 $12,651 - $14,033	-110 Reduced 1.96%	5,502 $632,000
Q2 2023 Aug 02, 2023	BUY	$117.3 - $124.97 $13,958 - $14,871	119 Added 2.17%	5,612 $687,000
Q1 2023 May 12, 2023	BUY	$117.74 - $132.18 $6,357 - $7,137	54 Added 0.99%	5,493 $679,000
Q4 2022 Feb 13, 2023	SELL	$112.65 - $131.57 $6,533 - $7,631	-58 Reduced 1.06%	5,439 $680,000
Q3 2022 Nov 14, 2022	BUY	$111.5 - $132.34 $13,380 - $15,880	120 Added 2.23%	5,497 $613,000
Q2 2022 Aug 05, 2022	BUY	$114.07 - $132.3 $54,981 - $63,768	482 Added 9.85%	5,377 $638,000
Q1 2022 May 12, 2022	BUY	$121.65 - $130.75 $19,585 - $21,050	161 Added 3.4%	4,895 $627,000
Q4 2021 Jan 27, 2022	BUY	$118.81 - $129.12 $92,671 - $100,713	780 Added 19.73%	4,734 $611,000
Q3 2021 Oct 15, 2021	BUY	$117.12 - $125.76 $234 - $251	2 Added 0.05%	3,954 $465,000
Q2 2021 Jul 22, 2021	BUY	$118.74 - $127.47 $118 - $127	1 Added 0.03%	3,952 $483,000
Q1 2021 May 07, 2021	BUY	$104.47 - $119.79 $208 - $239	2 Added 0.05%	3,951 $466,000
Q4 2020 Jan 19, 2021	BUY	$91.76 - $107.36 $362,360 - $423,964	3,949 New	3,949 $418,000
Q3 2019 Nov 08, 2019	SELL	$101.59 - $103.8 $74,160 - $75,774	-730 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	730 New	730 $726,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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