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

Meridian Wealth Management’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	$694K	Sell	4,757 -30	-0.6%	-$4.47K	0.02%	431
2025 Q4	$666K	Sell	4,787 -446	-9%	-$62.1K	0.02%	434
2025 Q3	$733K	Sell	5,233 -7	-0.1%	-$976	0.03%	396
2025 Q2	$711K	Sell	5,240 -360	-6%	-$47.7K	0.03%	375
2025 Q1	$760K	Buy	5,600 +90	+2%	+$12.1K	0.04%	337
2024 Q4	$728K	Buy	5,510 +28	+0.5%	+$3.91K	0.03%	341
2024 Q3	$779K	Buy	5,482 +53	+1%	+$7.17K	0.04%	327
2024 Q2	$690K	Buy	+5,429	New	+$699K	0.08%	147
2024 Q1	–	Sell	-5,380	Closed	-$672K	–	461
2023 Q4	$672K	Sell	5,380 -122	-2%	-$14.3K	0.04%	326
2023 Q3	$633K	Sell	5,502 -110	-2%	-$13.4K	0.04%	320
2023 Q2	$688K	Buy	5,612 +119	+2%	+$14.5K	0.06%	265
2023 Q1	$680K	Buy	5,493 +54	+1%	+$6.79K	0.06%	267
2022 Q4	$680K	Sell	5,439 -58	-1%	-$7.16K	0.07%	255
2022 Q3	$613K	Buy	5,497 +120	+2%	+$14.8K	0.07%	245
2022 Q2	$638K	Buy	5,377 +482	+10%	+$60.1K	0.05%	301
2022 Q1	$627K	Buy	4,895 +161	+3%	+$20.3K	0.07%	207
2021 Q4	$611K	Buy	4,734 +780	+20%	+$97.1K	0.07%	217
2021 Q3	$465K	Buy	3,954 +2	+0.1%	+$245	0.06%	235
2021 Q2	$483K	Buy	3,952 +1	+0%	+$124	0.06%	235
2021 Q1	$466K	Buy	3,951 +2	+0.1%	+$224	0.07%	220
2020 Q4	$418K	Buy	+3,949	New	+$400K	0.07%	215
2019 Q3	–	Sell	-730	Closed	-$736	–	431
2019 Q2	$736	Buy	+730	New	+$73K	0.03%	312

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 Management's SDY Position: Q1 2026 in Review

Meridian Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.63% in Q1 2026, selling an estimated $4.47K and leaving 4,757 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #431.

Meridian Wealth Management first reported a position in SDY in Q2 2019 and has held it in 22 quarters since. The position peaked at $779K in Q3 2024. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Meridian Wealth Management held 4,757 shares of State Street SPDR S&P Dividend ETF worth $694K as of Q1 2026.
Meridian Wealth Management sold 30 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $4.47K.
State Street SPDR S&P Dividend ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #431 holding.
Meridian Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2019 and has held it in 22 quarters since.
Meridian Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $779K in Q3 2024.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.