Meridian Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Meridian Wealth Management, LLC
- $2.26 Billion
- Q2 2025
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 35,856 shares of SPDW stock, worth $1.53 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
35,856
Previous 35,355
1.42%
Holding current value
$1.53 Million
Previous $1.29 Million
12.74%
% of portfolio
0.06%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding SPDW
# of Institutions
1,149Shares Held
576MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.24 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.54 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.36 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.28 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$748 Million16.36% of portfolio