Meridian Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Meridian Financial’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.83M	Buy	77,729 +3,480	+5%	+$297K	3.28%	8
2026 Q1	$5.68M	Buy	74,249 +3,070	+4%	+$246K	3.11%	8
2025 Q4	$5.71M	Buy	71,179 +7,568	+12%	+$602K	3.11%	8
2025 Q3	$4.98M	Buy	63,611 +3,882	+6%	+$293K	2.81%	9
2025 Q2	$4.34M	Buy	59,729 +2,376	+4%	+$160K	2.81%	8
2025 Q1	$3.77M	Buy	57,353 +924	+2%	+$63.9K	2.65%	8
2024 Q4	$3.89M	Buy	56,429 +572	+1%	+$39.6K	2.69%	8
2024 Q3	$3.77M	Buy	55,857 +2,311	+4%	+$150K	2.52%	8
2024 Q2	$3.43M	Buy	53,546 +1,725	+3%	+$106K	2.48%	9
2024 Q1	$3.19M	Buy	51,821 +1,384	+3%	+$81.1K	2.38%	10
2023 Q4	$2.82M	Buy	50,437 +2,633	+6%	+$138K	2.22%	11
2023 Q3	$2.4M	Buy	47,804 +2,165	+5%	+$113K	2.24%	10
2023 Q2	$2.38M	Buy	45,639 +2,135	+5%	+$105K	2.15%	10
2023 Q1	$2.09M	Buy	43,504 +3,409	+9%	+$160K	2.04%	10
2022 Q4	$1.8M	Buy	40,095 +305	+0.8%	+$13.8K	1.9%	11
2022 Q3	$1.67M	Buy	39,790 +2,905	+8%	+$136K	1.94%	10
2022 Q2	$1.64M	Buy	36,885 +4,890	+15%	+$236K	1.84%	12
2022 Q1	$1.7M	Buy	31,995 +3,970	+14%	+$208K	1.76%	13
2021 Q4	$1.56M	Buy	+28,025	New	+$1.51M	1.46%	18

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Meridian Financial's SPYM Position: Q2 2026 in Review

Meridian Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.7% in Q2 2026, buying an estimated $297K and bringing the position to 77,729 shares worth $6.83M. The position accounts for 3.28% of the portfolio, ranked #8.

Meridian Financial first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Meridian Financial held 77,729 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.83M as of Q2 2026.
Meridian Financial bought 3,480 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $297K.
State Street SPDR Portfolio S&P 500 ETF made up 3.28% of Meridian Financial's portfolio in Q2 2026, its #8 holding.
Meridian Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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