Meridian Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Meridian Wealth Partners, LLC

  • $640 Million
  • Q3 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 590 shares of SPY stock, worth $356,531. This represents 0.05% of its overall portfolio holdings.

Number of Shares
590
Previous 620 4.84%
Holding current value
$356,531
Previous $337,000 0.3%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 08, 2024
SELL
$517.38 - $573.86 $15,521 - $17,215
-30 Reduced 4.84%
590 $338,000
Q2 2024

Aug 09, 2024
BUY
$495.16 - $548.49 $14,854 - $16,454
30 Added 5.08%
620 $337,000
Q4 2023

Feb 05, 2024
SELL
$410.68 - $476.69 $96,099 - $111,545
-234 Reduced 28.4%
590 $280,000
Q3 2023

Nov 03, 2023
SELL
$425.88 - $457.79 $20,016 - $21,516
-47 Reduced 5.4%
824 $352,000
Q1 2023

May 04, 2023
SELL
$379.5 - $416.78 $28,842 - $31,675
-76 Reduced 8.03%
871 $356,000
Q4 2022

Feb 14, 2023
SELL
$357.63 - $407.42 $9,656 - $11,000
-27 Reduced 2.77%
947 $362,000
Q3 2022

Nov 14, 2022
BUY
$357.18 - $429.7 $9,643 - $11,601
27 Added 2.85%
974 $348,000
Q2 2022

Aug 15, 2022
SELL
$365.86 - $456.8 $14,634 - $18,272
-40 Reduced 4.05%
947 $357,000
Q3 2021

Nov 12, 2021
BUY
$424.97 - $453.19 $29,747 - $31,723
70 Added 7.63%
987 $424,000
Q2 2021

Aug 12, 2021
BUY
$400.61 - $428.06 $8,813 - $9,417
22 Added 2.46%
917 $393,000
Q1 2021

May 17, 2021
SELL
$368.79 - $397.26 $11,063 - $11,917
-30 Reduced 3.24%
895 $355,000
Q4 2020

Feb 16, 2021
BUY
$326.54 - $373.88 $2,612 - $2,991
8 Added 0.87%
925 $346,000
Q2 2020

Aug 12, 2020
SELL
$246.15 - $323.2 $172,551 - $226,563
-701 Reduced 43.33%
917 $283,000
Q1 2020

May 15, 2020
BUY
$222.95 - $338.34 $164,537 - $249,694
738 Added 83.86%
1,618 $417,000
Q4 2019

Feb 14, 2020
BUY
$288.06 - $322.94 $253,492 - $284,187
880 New
880 $283,000

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Meridian Wealth Partners, LLC Portfolio

Follow Meridian Wealth Partners, 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 Partners, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email