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

Meridian Wealth Advisors’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	$9.24M	Buy	60,695 +2,537	+4%	+$378K	1.05%	25
2026 Q1	$8.49M	Buy	58,158 +8,208	+16%	+$1.22M	1.12%	22
2025 Q4	$6.95M	Buy	49,950 +2,788	+6%	+$388K	0.96%	26
2025 Q3	$6.61M	Buy	47,162 +16,824	+55%	+$2.35M	0.94%	30
2025 Q2	$4.12M	Buy	30,338 +920	+3%	+$122K	0.65%	43
2025 Q1	$3.99M	Sell	29,418 -164	-0.6%	-$22.1K	0.68%	38
2024 Q4	$3.91M	Sell	29,582 -379	-1%	-$52.9K	0.64%	40
2024 Q3	$4.26M	Sell	29,961 -2,340	-7%	-$316K	0.71%	40
2024 Q2	$4.11M	Buy	32,301 +896	+3%	+$115K	0.73%	36
2024 Q1	$4.12M	Sell	31,405 -303	-1%	-$38K	0.77%	36
2023 Q4	$3.96M	Sell	31,708 -5,272	-14%	-$619K	0.87%	35
2023 Q3	$4.25M	Sell	36,980 -1,767	-5%	-$216K	1.06%	27
2023 Q2	$4.75M	Sell	38,747 -15,338	-28%	-$1.87M	1.15%	21
2023 Q1	$6.69M	Sell	54,085 -8,839	-14%	-$1.11M	1.67%	11
2022 Q4	$7.87M	Sell	62,924 -95,745	-60%	-$11.8M	2.03%	9
2022 Q3	$17.7M	Buy	158,669 +120,180	+312%	+$14.8M	4.98%	3
2022 Q2	$4.57M	Buy	38,489 +8,099	+27%	+$1.01M	1.21%	18
2022 Q1	$3.89M	Sell	30,390 -248	-0.8%	-$31.3K	0.9%	25
2021 Q4	$3.96M	Buy	30,638 +36	+0.1%	+$4.48K	0.96%	21
2021 Q3	$3.6M	Buy	30,602 +3,476	+13%	+$426K	1%	20
2021 Q2	$3.32M	Buy	27,126 +3,295	+14%	+$407K	0.94%	21
2021 Q1	$2.81M	Buy	23,831 +2,559	+12%	+$287K	0.93%	20
2020 Q4	$2.25M	Buy	21,272 +2,506	+13%	+$254K	0.82%	22
2020 Q3	$1.73M	Buy	18,766 +443	+2%	+$41.8K	0.75%	30
2020 Q2	$1.67M	Sell	18,323 -464	-2%	-$40.8K	0.77%	27
2020 Q1	$1.5M	Buy	18,787 +2,180	+13%	+$215K	0.83%	27
2019 Q4	$1.79M	Sell	16,607 -70	-0.4%	-$7.35K	0.7%	28
2019 Q3	$1.71M	Buy	16,677 +295	+2%	+$29.7K	0.73%	27
2019 Q2	$1.65M	Sell	16,382 -5	-0%	-$500	1.15%	16
2019 Q1	$1.63M	Sell	16,387 -5,778	-26%	-$555K	1.19%	15
2018 Q4	$1.98M	Buy	+22,165	New	+$2.09M	1.52%	12

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 Wealth Advisors's SDY Position: Q2 2026 in Review

Meridian Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 4.4% in Q2 2026, buying an estimated $378K and bringing the position to 60,695 shares worth $9.24M. The position accounts for 1.05% of the portfolio, ranked #25.

Meridian Wealth Advisors first reported a position in SDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.7M in Q3 2022. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Meridian Wealth Advisors held 60,695 shares of State Street SPDR S&P Dividend ETF worth $9.24M as of Q2 2026.
Meridian Wealth Advisors bought 2,537 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $378K.
State Street SPDR S&P Dividend ETF made up 1.05% of Meridian Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Meridian Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 31 quarters since.
Meridian Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $17.7M in Q3 2022.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.