Meridian Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Meridian Financial’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.95M	Buy	2,611 +9	+0.3%	+$6.53K	0.94%	27
2026 Q1	$1.69M	Sell	2,602 -231	-8%	-$157K	0.92%	29
2025 Q4	$1.93M	Hold	2,833	–	–	1.05%	24
2025 Q3	$1.89M	Hold	2,833	–	–	1.06%	24
2025 Q2	$1.75M	Sell	2,833 -88	-3%	-$50.3K	1.13%	23
2025 Q1	$1.63M	Sell	2,921 -34	-1%	-$20K	1.15%	23
2024 Q4	$1.73M	Sell	2,955 -49	-2%	-$28.9K	1.2%	22
2024 Q3	$1.72M	Buy	3,004 +1	+0%	+$553	1.15%	23
2024 Q2	$1.63M	Hold	3,003	–	–	1.18%	22
2024 Q1	$1.57M	Buy	3,003 +9	+0.3%	+$4.48K	1.17%	23
2023 Q4	$1.42M	Sell	2,994 -10	-0.3%	-$4.46K	1.12%	24
2023 Q3	$1.28M	Hold	3,004	–	–	1.2%	23
2023 Q2	$1.33M	Hold	3,004	–	–	1.2%	24
2023 Q1	$1.23M	Sell	3,004 -50	-2%	-$19.9K	1.2%	23
2022 Q4	$1.17M	Hold	3,054	–	–	1.23%	21
2022 Q3	$1.09M	Hold	3,054	–	–	1.27%	22
2022 Q2	$1.15M	Sell	3,054 -1,000	-25%	-$410K	1.3%	20
2022 Q1	$1.83M	Buy	4,054 +126	+3%	+$56.1K	1.9%	11
2021 Q4	$1.87M	Buy	+3,928	New	+$1.8M	1.74%	13

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Meridian Financial's SPY Position: Q2 2026 in Review

Meridian Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.35% in Q2 2026, buying an estimated $6.53K and bringing the position to 2,611 shares worth $1.95M. The position accounts for 0.94% of the portfolio, ranked #27.

Meridian Financial first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Meridian Financial held 2,611 shares of State Street SPDR S&P 500 ETF Trust worth $1.95M as of Q2 2026.
Meridian Financial bought 9 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.53K.
State Street SPDR S&P 500 ETF Trust made up 0.94% of Meridian Financial's portfolio in Q2 2026, its #27 holding.
Meridian Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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