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

Meridian Wealth Advisors’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 Q1	$20.4M	Buy	31,360 +284	+0.9%	+$193K	2.7%	8
2025 Q4	$21.2M	Sell	31,076 -1,845	-6%	-$1.25M	2.93%	6
2025 Q3	$21.9M	Sell	32,921 -49	-0.1%	-$31.4K	3.11%	7
2025 Q2	$20.4M	Sell	32,970 -632	-2%	-$361K	3.22%	6
2025 Q1	$18.8M	Sell	33,602 -401	-1%	-$236K	3.19%	7
2024 Q4	$19.9M	Buy	34,003 +15	+0%	+$8.84K	3.29%	7
2024 Q3	$19.5M	Buy	33,988 +902	+3%	+$499K	3.26%	7
2024 Q2	$18M	Buy	33,086 +2,324	+8%	+$1.22M	3.21%	6
2024 Q1	$16.1M	Buy	30,762 +699	+2%	+$348K	3.02%	6
2023 Q4	$14.3M	Sell	30,063 -1,872	-6%	-$834K	3.13%	7
2023 Q3	$13.7M	Sell	31,935 -187	-0.6%	-$83.2K	3.41%	5
2023 Q2	$14.2M	Buy	32,122 +5,366	+20%	+$2.25M	3.44%	5
2023 Q1	$11M	Sell	26,756 -5	-0%	-$2K	2.74%	7
2022 Q4	$10.2M	Buy	26,761 +326	+1%	+$125K	2.64%	7
2022 Q3	$9.44M	Buy	26,435 +24	+0.1%	+$9.53K	2.66%	8
2022 Q2	$9.96M	Sell	26,411 -4,969	-16%	-$2.04M	2.65%	7
2022 Q1	$14.2M	Buy	31,380 +463	+1%	+$206K	3.29%	5
2021 Q4	$14.7M	Buy	30,917 +320	+1%	+$147K	3.57%	5
2021 Q3	$13.1M	Buy	30,597 +21	+0.1%	+$9.26K	3.66%	5
2021 Q2	$13.1M	Buy	30,576 +31	+0.1%	+$12.9K	3.71%	5
2021 Q1	$12.1M	Sell	30,545 -557	-2%	-$215K	4.02%	5
2020 Q4	$11.6M	Buy	31,102 +625	+2%	+$222K	4.24%	6
2020 Q3	$10.2M	Sell	30,477 -655	-2%	-$217K	4.39%	6
2020 Q2	$9.6M	Buy	31,132 +886	+3%	+$259K	4.44%	5
2020 Q1	$7.8M	Sell	30,246 -1,623	-5%	-$495K	4.31%	6
2019 Q4	$10.3M	Buy	31,869 +418	+1%	+$129K	4.04%	4
2019 Q3	$9.33M	Buy	31,451 +29,572	+1,574%	+$8.74M	3.99%	5
2019 Q2	$551K	Sell	1,879 -100	-5%	-$28.8K	0.38%	55
2019 Q1	$559K	Sell	1,979 -1,641	-45%	-$446K	0.41%	49
2018 Q4	$905K	Buy	+3,620	New	+$976K	0.69%	28

Other funds holding SPY

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

Meridian Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.91% in Q1 2026, buying an estimated $193K and bringing the position to 31,360 shares worth $20.4M. The position accounts for 2.7% of the portfolio, ranked #8.

Meridian Wealth Advisors first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.9M in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Meridian Wealth Advisors held 31,360 shares of State Street SPDR S&P 500 ETF Trust worth $20.4M as of Q1 2026.
Meridian Wealth Advisors bought 284 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $193K.
State Street SPDR S&P 500 ETF Trust made up 2.7% of Meridian Wealth Advisors's portfolio in Q1 2026, its #8 holding.
Meridian Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
Meridian Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $21.9M in Q3 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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