Meridian Wealth Management, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 17, 2023	SELL	$49.55 - $53.9 $624,230 - $679,032	-12,598 Reduced 32.16%	26,572 $1.4 Million
Q2 2023 Aug 02, 2023	BUY	$44.52 - $53.48 $116,865 - $140,385	2,625 Added 7.18%	39,170 $1.99 Million
Q1 2023 May 12, 2023	BUY	$49.12 - $59.08 $697,749 - $839,231	14,205 Added 63.59%	36,545 $1.94 Million
Q4 2022 Feb 13, 2023	SELL	$44.17 - $54.79 $268,951 - $333,616	-6,089 Reduced 21.42%	22,340 $1.11 Million
Q3 2022 Nov 14, 2022	BUY	$40.94 - $53.45 $200,810 - $262,172	4,905 Added 20.85%	28,429 $1.21 Million
Q2 2022 Aug 05, 2022	BUY	$43.4 - $65.85 $820,216 - $1.24 Million	18,899 Added 408.63%	23,524 $1.02 Million
Q1 2022 May 12, 2022	BUY	$41.02 - $63.33 $41 - $63	1 Added 0.02%	4,625 $283,000
Q4 2021 Jan 27, 2022	BUY	$40.28 - $47.31 $186,254 - $218,761	4,624 New	4,624 $207,000

Others Institutions Holding XME

# of Institutions

322

Shares Held

22.8M

Call Options Held

10.1M

Put Options Held

13.1M

Morgan Stanley New York, NY

2.38M
Shares

$137 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.23M
Shares

$128 Million
0.02% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$121 Million
1.18% of portfolio
Bank Of America Corp Charlotte, NC

1.98M
Shares

$114 Million
0.01% of portfolio
Barclays PLC London, X0

1.21M
Shares

$70 Million
0.02% of portfolio

About SPDR SER TR SPDR S&P METALS &

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