A detailed history of Meridian Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 34,746 shares of SPDW stock, worth $1.24 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
34,746
Holding current value
$1.24 Million
% of portfolio
0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$34.2 - $36.64 $1.19 Million - $1.27 Million
34,746 New
34,746 $1.22 Million
Q4 2023

Feb 08, 2024

BUY
$29.46 - $34.07 $129,624 - $149,908
4,400 Added 21.34%
25,017 $850,000
Q3 2023

Oct 17, 2023

BUY
$30.88 - $33.58 $40,761 - $44,325
1,320 Added 6.84%
20,617 $639,000
Q2 2023

Aug 02, 2023

SELL
$31.7 - $33.66 $11,443 - $12,151
-361 Reduced 1.84%
19,297 $627,000
Q1 2023

May 12, 2023

BUY
$29.83 - $32.71 $44,625 - $48,934
1,496 Added 8.24%
19,658 $631,000
Q4 2022

Feb 13, 2023

SELL
$25.7 - $31.02 $1,053 - $1,271
-41 Reduced 0.23%
18,162 $539,000
Q3 2022

Nov 14, 2022

SELL
$25.67 - $30.93 $24,309 - $29,290
-947 Reduced 4.95%
18,203 $470,000
Q2 2022

Aug 05, 2022

BUY
$28.57 - $34.74 $547,115 - $665,271
19,150 New
19,150 $552,000
Q3 2019

Nov 08, 2019

SELL
$29.1 - $29.66 $56,483 - $57,570
-1,941 Closed
0 $0
Q2 2019

Jul 19, 2019

BUY
N/A
239 Added 14.04%
1,941 $575,000
Q1 2019

May 15, 2019

BUY
N/A
1,702 New
1,702 $497,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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