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 10,308 shares of SPEM stock, worth $415,927. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,308

Previous 12,625 18.35%

Holding current value

$415,927

Previous $521,000 24.18%

% of portfolio

0.02%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$38.37 - $42.82 $88,903 - $99,213	-2,317 Reduced 18.35%	10,308 $395,000
Q3 2024 Nov 12, 2024	SELL	$36.02 - $41.68 $298,029 - $344,860	-8,274 Reduced 39.59%	12,625 $521,000
Q2 2024 Aug 08, 2024	BUY	$35.3 - $38.79 $737,734 - $810,672	20,899 New	20,899 $787,000
Q4 2023 Feb 08, 2024	BUY	$32.26 - $35.46 $1.91 Million - $2.1 Million	59,329 Added 838.69%	66,403 $2.35 Million
Q3 2023 Oct 17, 2023	BUY	$33.36 - $36.37 $2,135 - $2,327	64 Added 0.91%	7,074 $237,000
Q2 2023 Aug 02, 2023	SELL	$33.2 - $35.75 $6,938 - $7,471	-209 Reduced 2.9%	7,010 $241,000
Q1 2023 May 12, 2023	SELL	$32.49 - $36.44 $16,050 - $18,001	-494 Reduced 6.4%	7,219 $246,000
Q4 2022 Feb 13, 2023	BUY	$30.18 - $34.51 $2,504 - $2,864	83 Added 1.09%	7,713 $254,000
Q3 2022 Nov 14, 2022	SELL	$31.04 - $35.55 $77,817 - $89,123	-2,507 Reduced 24.73%	7,630 $237,000
Q2 2022 Aug 05, 2022	BUY	$33.85 - $40.03 $343,137 - $405,784	10,137 New	10,137 $352,000

Others Institutions Holding SPEM

# of Institutions

870

Shares Held

213M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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