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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Wealth Advisors's SDY Position: Q1 2026 in Review

Meridian Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 16% in Q1 2026, buying an estimated $1.22M and bringing the position to 58,158 shares worth $8.49M. The position accounts for 1.12% of the portfolio, ranked #22.

Meridian Wealth Advisors first reported a position in SDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $17.7M in Q3 2022. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Meridian Wealth Advisors held 58,158 shares of State Street SPDR S&P Dividend ETF worth $8.49M as of Q1 2026.
Meridian Wealth Advisors bought 8,208 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.22M.
State Street SPDR S&P Dividend ETF made up 1.12% of Meridian Wealth Advisors's portfolio in Q1 2026, its #22 holding.
Meridian Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 30 quarters since.
Meridian Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $17.7M in Q3 2022.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.