A detailed history of Meridian Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 3,965 shares of SPMD stock, worth $223,586. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,965
Previous 4,431 10.52%
Holding current value
$223,586
Previous $226,000 4.87%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
$44.89 - $54.38 $20,918 - $25,341
-466 Reduced 10.52%
3,965 $215,000
Q1 2025

May 12, 2025

SELL
$50.21 - $57.73 $7,180 - $8,255
-143 Reduced 3.13%
4,431 $226,000
Q4 2024

Feb 06, 2025

SELL
$54.13 - $59.56 $2,489 - $2,739
-46 Reduced 1.0%
4,574 $250,000
Q3 2024

Nov 12, 2024

BUY
$50.29 - $54.92 $301 - $329
6 Added 0.13%
4,620 $252,000
Q2 2024

Aug 08, 2024

BUY
$49.54 - $53.39 $228,577 - $246,341
4,614 New
4,614 $236,000
Q4 2023

Feb 08, 2024

BUY
$40.76 - $49.2 $5,787 - $6,986
142 Added 2.62%
5,567 $271,000
Q3 2023

Oct 17, 2023

BUY
$43.23 - $47.8 $234,522 - $259,314
5,425 New
5,425 $237,000
Q3 2019

Nov 08, 2019

SELL
$33.7 - $34.71 $42,495 - $43,769
-1,261 Closed
0 $0
Q2 2019

Jul 19, 2019

BUY
N/A
81 Added 6.86%
1,261 $430,000
Q1 2019

May 15, 2019

BUY
N/A
1,180 New
1,180 $393,000

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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