Meridian Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Meridian Wealth Management, LLC

  • $2.03 Billion
  • Q1 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 35,355 shares of SPDW stock, worth $1.43 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
35,355
Previous 38,669 8.57%
Holding current value
$1.43 Million
Previous $1.32 Million 2.43%
% of portfolio
0.06%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$33.84 - $37.77 $112,145 - $125,169
-3,314 Reduced 8.57%
35,355 $1.29 Million
Q4 2024

Feb 06, 2025
BUY
$34.13 - $37.35 $81,127 - $88,780
2,377 Added 6.55%
38,669 $1.32 Million
Q3 2024

Nov 12, 2024
BUY
$33.74 - $37.96 $52,162 - $58,686
1,546 Added 4.45%
36,292 $1.36 Million
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

# of Institutions
1,088
Shares Held
550M
Call Options Held
3.1K
Put Options Held
441
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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