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

Meridian Wealth Management, LLC

$2.07 Billion
Q4 2024

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 38,669 shares of SPDW stock, worth $1.42 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

38,669

Previous 36,292 6.55%

Holding current value

$1.42 Million

Previous $1.36 Million 3.23%

% of portfolio

0.06%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,035

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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