Meridian Wealth Management, LLC Financial Sector Spdr Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 40,837 shares of XLF stock, worth $2 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

40,837

Previous 40,028 2.02%

Holding current value

$2 Million

Previous $1.65 Million 12.46%

% of portfolio

0.09%

Previous 0.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$40.84 - $45.74 $33,039 - $37,003	809 Added 2.02%	40,837 $1.85 Million
Q2 2024 Aug 08, 2024	BUY	$39.59 - $42.49 $1.58 Million - $1.7 Million	40,028 New	40,028 $1.65 Million
Q4 2023 Feb 08, 2024	SELL	$31.45 - $37.72 $151,840 - $182,112	-4,828 Reduced 5.24%	87,327 $3.28 Million
Q3 2023 Oct 17, 2023	SELL	$33.17 - $35.6 $389,581 - $418,122	-11,745 Reduced 11.3%	92,155 $3.06 Million
Q2 2023 Aug 02, 2023	SELL	$31.55 - $33.71 $3.59 Million - $3.83 Million	-113,701 Reduced 52.25%	103,900 $3.5 Million
Q1 2023 May 12, 2023	BUY	$30.98 - $37.0 $974,413 - $1.16 Million	31,453 Added 16.9%	217,601 $7 Million
Q4 2022 Feb 13, 2023	BUY	$30.29 - $36.31 $504,540 - $604,815	16,657 Added 9.83%	186,148 $6.37 Million
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $128,149 - $151,154	-4,221 Reduced 2.43%	169,491 $5.15 Million
Q2 2022 Aug 05, 2022	BUY	$30.84 - $38.22 $1.65 Million - $2.05 Million	53,659 Added 44.7%	173,712 $5.46 Million
Q1 2022 May 12, 2022	SELL	$35.66 - $41.42 $211,428 - $245,579	-5,929 Reduced 4.71%	120,053 $4.6 Million
Q4 2021 Jan 27, 2022	BUY	$37.54 - $40.62 $1.11 Million - $1.2 Million	29,476 Added 30.54%	125,982 $4.92 Million
Q3 2021 Oct 15, 2021	BUY	$35.11 - $39.0 $90,829 - $100,893	2,587 Added 2.75%	96,506 $3.62 Million
Q2 2021 Jul 22, 2021	BUY	$34.47 - $38.47 $363,417 - $405,589	10,543 Added 12.65%	93,919 $3.45 Million
Q1 2021 May 07, 2021	BUY	$28.95 - $34.77 $770,127 - $924,951	26,602 Added 46.86%	83,376 $2.84 Million
Q4 2020 Jan 19, 2021	BUY	$23.61 - $29.48 $1.34 Million - $1.67 Million	56,774 New	56,774 $1.67 Million
Q3 2019 Nov 08, 2019	SELL	$27.86 - $28.52 $27,219 - $27,864	-977 Closed	0 $0
Q2 2019 Jul 19, 2019	SELL	N/A	-23 Reduced 2.3%	977 $270,000
Q1 2019 May 15, 2019	BUY	N/A	1,000 New	1,000 $633,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Meridian Wealth Management, LLC Financial Sector Spdr Transaction History