Meridian Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
30,338
+920
| +3% | +$125K | 0.65% | 43 |
|
|
2025
Q1 | $3.99M | Sell |
29,418
-164
| -0.6% | -$22.3K | 0.68% | 38 |
|
|
2024
Q4 | $3.91M | Sell |
29,582
-379
| -1% | -$50.1K | 0.64% | 40 |
|
|
2024
Q3 | $4.26M | Sell |
29,961
-2,340
| -7% | -$332K | 0.71% | 40 |
|
|
2024
Q2 | $4.11M | Buy |
32,301
+896
| +3% | +$114K | 0.73% | 36 |
|
|
2024
Q1 | $4.12M | Sell |
31,405
-303
| -1% | -$39.8K | 0.77% | 36 |
|
|
2023
Q4 | $3.96M | Sell |
31,708
-5,272
| -14% | -$659K | 0.87% | 35 |
|
|
2023
Q3 | $4.25M | Sell |
36,980
-1,767
| -5% | -$203K | 1.06% | 27 |
|
|
2023
Q2 | $4.75M | Sell |
38,747
-15,338
| -28% | -$1.88M | 1.15% | 21 |
|
|
2023
Q1 | $6.69M | Sell |
54,085
-8,839
| -14% | -$1.09M | 1.67% | 11 |
|
|
2022
Q4 | $7.87M | Sell |
62,924
-95,745
| -60% | -$12M | 2.03% | 9 |
|
|
2022
Q3 | $17.7M | Buy |
158,669
+120,180
| +312% | +$13.4M | 4.98% | 3 |
|
|
2022
Q2 | $4.57M | Buy |
38,489
+8,099
| +27% | +$961K | 1.21% | 18 |
|
|
2022
Q1 | $3.89M | Sell |
30,390
-248
| -0.8% | -$31.8K | 0.9% | 25 |
|
|
2021
Q4 | $3.96M | Buy |
30,638
+36
| +0.1% | +$4.65K | 0.96% | 21 |
|
|
2021
Q3 | $3.6M | Buy |
30,602
+3,476
| +13% | +$409K | 1% | 20 |
|
|
2021
Q2 | $3.32M | Buy |
27,126
+3,295
| +14% | +$403K | 0.94% | 21 |
|
|
2021
Q1 | $2.81M | Buy |
23,831
+2,559
| +12% | +$302K | 0.93% | 20 |
|
|
2020
Q4 | $2.25M | Buy |
21,272
+2,506
| +13% | +$265K | 0.82% | 22 |
|
|
2020
Q3 | $1.73M | Buy |
18,766
+443
| +2% | +$40.9K | 0.75% | 30 |
|
|
2020
Q2 | $1.67M | Sell |
18,323
-464
| -2% | -$42.3K | 0.77% | 27 |
|
|
2020
Q1 | $1.5M | Buy |
18,787
+2,180
| +13% | +$174K | 0.83% | 27 |
|
|
2019
Q4 | $1.79M | Sell |
16,607
-70
| -0.4% | -$7.53K | 0.7% | 28 |
|
|
2019
Q3 | $1.71M | Buy |
16,677
+295
| +2% | +$30.3K | 0.73% | 27 |
|
|
2019
Q2 | $1.65M | Sell |
16,382
-5
| -0% | -$505 | 1.15% | 16 |
|
|
2019
Q1 | $1.63M | Sell |
16,387
-5,778
| -26% | -$574K | 1.19% | 15 |
|
|
2018
Q4 | $1.98M | Buy |
+22,165
| New | +$1.98M | 1.52% | 12 |
|