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

Meridian Wealth Advisors’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 Q1	$345K	Buy	4,512 +704	+18%	+$56.3K	0.05%	154
2025 Q4	$306K	Buy	3,808 +4	+0.1%	+$318	0.04%	152
2025 Q3	$298K	Buy	3,804 +13	+0.3%	+$981	0.04%	152
2025 Q2	$276K	Buy	3,791 +4	+0.1%	+$269	0.04%	155
2025 Q1	$249K	Buy	3,787 +5	+0.1%	+$346	0.04%	155
2024 Q4	$261K	Buy	3,782 +5	+0.1%	+$347	0.04%	155
2024 Q3	$255K	Buy	3,777 +4	+0.1%	+$260	0.04%	159
2024 Q2	$241K	Buy	+3,773	New	+$232K	0.04%	159

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Meridian Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q1 2026, buying an estimated $56.3K and bringing the position to 4,512 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #154.

Meridian Wealth Advisors first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Meridian Wealth Advisors held 4,512 shares of State Street SPDR Portfolio S&P 500 ETF worth $345K as of Q1 2026.
Meridian Wealth Advisors bought 704 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $56.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Meridian Wealth Advisors's portfolio in Q1 2026, its #154 holding.
Meridian Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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