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 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

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BOM

Bank of Marin Novato, California $143M AUM 26.89% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

Meridian Financial's SPDG Position: Q2 2026 in Review

Meridian Financial reduced its State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) stake by 3.9% in Q2 2026, selling an estimated $20K and leaving 10,990 shares worth $509K. The position accounts for 0.24% of the portfolio, ranked #79.

Meridian Financial first reported a position in SPDG in Q2 2024 and has held it in 9 quarters since. 7 funds tracked by Wall St. Rank hold SPDG as of Q2 2026.

Meridian Financial held 10,990 shares of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF worth $509K as of Q2 2026.
Meridian Financial sold 445 State Street SPDR Portfolio S&P Sector Neutral Dividend ETF shares in Q2 2026, an estimated $20K.
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF made up 0.24% of Meridian Financial's portfolio in Q2 2026, its #79 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 9 quarters since.
7 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF as of Q2 2026.

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