Meridian Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 11,451 shares of SPSM stock, worth $520,905. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,451
Previous 11,741 2.47%
Holding current value
$520,905
Previous $487,000 6.98%
% of portfolio
0.03%
Previous 0.06%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$41.02 - $46.01 $11,895 - $13,342
-290 Reduced 2.47%
11,451 $521,000
Q2 2024

Aug 08, 2024
BUY
$39.75 - $43.15 $466,704 - $506,624
11,741 New
11,741 $487,000
Q4 2023

Feb 08, 2024
BUY
$34.3 - $42.83 $69,903 - $87,287
2,038 Added 13.16%
17,521 $739,000
Q3 2023

Oct 17, 2023
BUY
$36.35 - $41.02 $134,422 - $151,691
3,698 Added 31.38%
15,483 $571,000
Q2 2023

Aug 02, 2023
BUY
$35.57 - $38.94 $85,225 - $93,300
2,396 Added 25.52%
11,785 $457,000
Q1 2023

May 12, 2023
SELL
$36.04 - $42.08 $14,235 - $16,621
-395 Reduced 4.04%
9,389 $354,000
Q4 2022

Feb 13, 2023
SELL
$34.79 - $39.85 $2,296 - $2,630
-66 Reduced 0.67%
9,784 $361,000
Q3 2022

Nov 14, 2022
BUY
$33.99 - $41.52 $85,076 - $103,924
2,503 Added 34.07%
9,850 $335,000
Q2 2022

Aug 05, 2022
BUY
$34.83 - $42.53 $36,606 - $44,699
1,051 Added 16.69%
7,347 $264,000
Q1 2022

May 12, 2022
BUY
$39.91 - $45.5 $878 - $1,001
22 Added 0.35%
6,296 $265,000
Q4 2021

Jan 27, 2022
SELL
$42.23 - $46.94 $8,826 - $9,810
-209 Reduced 3.22%
6,274 $280,000
Q3 2021

Oct 15, 2021
BUY
$40.71 - $44.23 $162 - $176
4 Added 0.06%
6,483 $276,000
Q2 2021

Jul 22, 2021
BUY
$41.43 - $45.3 $82 - $90
2 Added 0.03%
6,479 $285,000
Q1 2021

May 07, 2021
BUY
$35.43 - $44.75 $229,480 - $289,845
6,477 New
6,477 $274,000
Q4 2020

Jan 19, 2021
SELL
$27.77 - $35.98 $845,124 - $1.09 Million
-30,433 Closed
0 $0
Q3 2020

Oct 09, 2020
BUY
$25.57 - $29.57 $778,171 - $899,903
30,433 New
30,433 $833,000
Q3 2019

Nov 08, 2019
SELL
$29.9 - $31.15 $41,441 - $43,173
-1,386 Closed
0 $0
Q2 2019

Jul 19, 2019
BUY
N/A
417 Added 43.03%
1,386 $425,000
Q1 2019

May 15, 2019
BUY
N/A
969 New
969 $293,000

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email