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

Meridian Wealth Management, LLC

$2.26 Billion
Q2 2025

A detailed history of Meridian Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 37,746 shares of SPMB stock, worth $851,927. This represents 0.04% of its overall portfolio holdings.

Number of Shares

37,746

Previous 38,730 2.54%

Holding current value

$851,927

Previous $853,000 2.23%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$21.55 - $22.2 $21,205 - $21,844	-984 Reduced 2.54%	37,746 $834,000
Q1 2025 May 12, 2025	SELL	$21.23 - $22.14 $397,489 - $414,527	-18,723 Reduced 32.59%	38,730 $853,000
Q4 2024 Feb 06, 2025	SELL	$21.43 - $22.55 $389,961 - $410,342	-18,197 Reduced 24.05%	57,453 $1.24 Million
Q3 2024 Nov 12, 2024	SELL	$21.35 - $22.73 $386,499 - $411,481	-18,103 Reduced 19.31%	75,650 $1.7 Million
Q2 2024 Aug 08, 2024	BUY	$20.97 - $21.76 $1.97 Million - $2.04 Million	93,753 New	93,753 $2.02 Million
Q4 2023 Feb 08, 2024	BUY	$20.11 - $22.18 $2.84 Million - $3.13 Million	141,311 New	141,311 $3.12 Million

Others Institutions Holding SPMB

# of Institutions

250

Shares Held

272M

Call Options Held

14.8K

Put Options Held

22.5K

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
Sector ETFs
Industry ETFs

More about SPMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Account

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