Meridian Financial’s State Street SPDR Portfolio S&P Sector Neutral Dividend ETF SPDG Stock Holding History

Meridian Financial’s Portfolio SPDG Stock Details SPDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$468K	Sell	10,485 -505	-5%	-$23.4K	0.22%	88
2026 Q2	$509K	Sell	10,990 -445	-4%	-$20K	0.24%	79
2026 Q1	$477K	Sell	11,435 -402	-3%	-$17.2K	0.26%	73
2025 Q4	$483K	Sell	11,837 -355	-3%	-$14.3K	0.26%	74
2025 Q3	$490K	Sell	12,192 -315	-3%	-$12.4K	0.28%	69
2025 Q2	$486K	Buy	12,507 +1,579	+14%	+$58.3K	0.31%	62
2025 Q1	$413K	Buy	10,928 +683	+7%	+$26.3K	0.29%	64
2024 Q4	$385K	Buy	10,245 +1,839	+22%	+$70.3K	0.27%	67
2024 Q3	$319K	Buy	8,406 +1,419	+20%	+$51K	0.21%	95
2024 Q2	$240K	Buy	+6,987	New	+$236K	0.17%	106

Other funds holding SPDG

Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return

Concord Asset Management (Virginia) Abingdon, Virginia $652M AUM 19.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Meridian Financial's SPDG Position: Q3 2026 in Review

Meridian Financial reduced its State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) stake by 4.6% in Q3 2026, selling an estimated $23.4K and leaving 10,485 shares worth $468K. The position accounts for 0.22% of the portfolio, ranked #88.

Meridian Financial first reported a position in SPDG in Q2 2024 and has held it in 10 quarters since. The position peaked at $509K in Q2 2026. 6 funds tracked by Wall St. Rank hold SPDG as of Q3 2026.

Meridian Financial held 10,485 shares of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF worth $468K as of Q3 2026.
Meridian Financial sold 505 State Street SPDR Portfolio S&P Sector Neutral Dividend ETF shares in Q3 2026, an estimated $23.4K.
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF made up 0.22% of Meridian Financial's portfolio in Q3 2026, its #88 holding.
Meridian Financial first reported a position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF in Q2 2024 and has held it in 10 quarters since.
Meridian Financial's State Street SPDR Portfolio S&P Sector Neutral Dividend ETF position peaked at $509K in Q2 2026.
6 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.