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

Meridian Wealth Management, LLC

$2.26 Billion
Q2 2025

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 5,240 shares of SDY stock, worth $729,984. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,240

Previous 5,600 6.43%

Holding current value

$729,984

Previous $759,000 6.32%

% of portfolio

0.03%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$121.58 - $136.74 $43,768 - $49,226	-360 Reduced 6.43%	5,240 $711,000
Q1 2025 May 12, 2025	BUY	$128.74 - $138.67 $11,586 - $12,480	90 Added 1.63%	5,600 $759,000
Q4 2024 Feb 06, 2025	BUY	$131.66 - $144.0 $3,686 - $4,032	28 Added 0.51%	5,510 $727,000
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

1,333

Shares Held

70.8M

Call Options Held

77.7K

Put Options Held

26.9K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Account

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