Meridian Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Meridian Financial’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.99M	Buy	26,212 +1,094	+4%	+$163K	1.92%	14
2026 Q1	$3.67M	Sell	25,118 -1,159	-4%	-$173K	2%	12
2025 Q4	$3.66M	Sell	26,277 -395	-1%	-$55K	1.99%	12
2025 Q3	$3.74M	Buy	26,672 +395	+2%	+$55.1K	2.1%	13
2025 Q2	$3.57M	Buy	26,277 +1,627	+7%	+$216K	2.31%	10
2025 Q1	$3.34M	Buy	24,650 +653	+3%	+$87.8K	2.35%	10
2024 Q4	$3.17M	Buy	23,997 +291	+1%	+$40.6K	2.19%	11
2024 Q3	$3.37M	Buy	23,706 +1,032	+5%	+$140K	2.25%	10
2024 Q2	$2.88M	Buy	22,674 +2,112	+10%	+$272K	2.09%	12
2024 Q1	$2.7M	Buy	20,562 +1,775	+9%	+$223K	2.01%	12
2023 Q4	$2.35M	Buy	18,787 +1,277	+7%	+$150K	1.85%	13
2023 Q3	$2.01M	Buy	17,510 +1,600	+10%	+$195K	1.88%	13
2023 Q2	$1.95M	Buy	15,910 +818	+5%	+$99.9K	1.76%	14
2023 Q1	$1.87M	Buy	15,092 +2,062	+16%	+$259K	1.81%	13
2022 Q4	$1.63M	Buy	13,030 +86	+0.7%	+$10.6K	1.72%	13
2022 Q3	$1.44M	Buy	12,944 +708	+6%	+$87.2K	1.68%	13
2022 Q2	$1.45M	Sell	12,236 -1	-0%	-$125	1.63%	16
2022 Q1	$1.57M	Buy	12,237 +10	+0.1%	+$1.26K	1.63%	15
2021 Q4	$1.58M	Buy	+12,227	New	+$1.52M	1.47%	17

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Meridian Financial's SDY Position: Q2 2026 in Review

Meridian Financial increased its State Street SPDR S&P Dividend ETF (SDY) stake by 4.4% in Q2 2026, buying an estimated $163K and bringing the position to 26,212 shares worth $3.99M. The position accounts for 1.92% of the portfolio, ranked #14.

Meridian Financial first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Meridian Financial held 26,212 shares of State Street SPDR S&P Dividend ETF worth $3.99M as of Q2 2026.
Meridian Financial bought 1,094 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $163K.
State Street SPDR S&P Dividend ETF made up 1.92% of Meridian Financial's portfolio in Q2 2026, its #14 holding.
Meridian Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.