Meridian Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.67M | Buy |
105,504
+5,313
| +5% | +$386K | 0.33% | 66 |
|
|
2025
Q1 | $6.59M | Buy |
100,191
+25,937
| +35% | +$1.71M | 0.32% | 70 |
|
|
2024
Q4 | $5.12M | Buy |
74,254
+4,228
| +6% | +$291K | 0.24% | 90 |
|
|
2024
Q3 | $4.73M | Buy |
70,026
+2,904
| +4% | +$196K | 0.23% | 93 |
|
|
2024
Q2 | $4.3M | Buy |
+67,122
| New | +$4.3M | 0.51% | 46 |
|
|
2024
Q1 | – | Sell |
-55,121
| Closed | -$3.08M | – | 487 |
|
|
2023
Q4 | $3.08M | Buy |
55,121
+13,200
| +31% | +$738K | 0.2% | 118 |
|
|
2023
Q3 | $2.11M | Buy |
41,921
+2,513
| +6% | +$126K | 0.13% | 148 |
|
|
2023
Q2 | $2.05M | Buy |
39,408
+7,231
| +22% | +$377K | 0.17% | 120 |
|
|
2023
Q1 | $1.55M | Buy |
32,177
+2,249
| +8% | +$108K | 0.14% | 152 |
|
|
2022
Q4 | $1.35M | Buy |
29,928
+1,284
| +4% | +$57.8K | 0.13% | 153 |
|
|
2022
Q3 | $1.2M | Sell |
28,644
-377
| -1% | -$15.8K | 0.13% | 164 |
|
|
2022
Q2 | $1.29M | Buy |
+29,021
| New | +$1.29M | 0.11% | 208 |
|