Meridian Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Meridian Wealth Management’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$387K	Buy	6,540 +2,177	+50%	+$133K	0.01%	582
2025 Q4	$253K	Buy	4,363 +202	+5%	+$11.6K	0.01%	665
2025 Q3	$238K	Buy	4,161 +196	+5%	+$11K	0.01%	634
2025 Q2	$216K	Sell	3,965 -466	-11%	-$24K	0.01%	631
2025 Q1	$227K	Sell	4,431 -143	-3%	-$7.79K	0.01%	577
2024 Q4	$250K	Sell	4,574 -46	-1%	-$2.59K	0.01%	552
2024 Q3	$253K	Buy	4,620 +6	+0.1%	+$317	0.01%	564
2024 Q2	$237K	Buy	+4,614	New	+$238K	0.03%	258
2024 Q1	–	Sell	-5,567	Closed	-$271K	–	488
2023 Q4	$271K	Buy	5,567 +142	+3%	+$6.33K	0.02%	516
2023 Q3	$238K	Buy	+5,425	New	+$249K	0.01%	489
2019 Q3	–	Sell	-1,261	Closed	-$430	–	443
2019 Q2	$430	Buy	+1,261	New	+$42.5K	0.02%	394

Other funds holding SPMD

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Meridian Wealth Management's SPMD Position: Q1 2026 in Review

Meridian Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 50% in Q1 2026, buying an estimated $133K and bringing the position to 6,540 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #582.

Meridian Wealth Management first reported a position in SPMD in Q2 2019 and has held it in 11 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Meridian Wealth Management held 6,540 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $387K as of Q1 2026.
Meridian Wealth Management bought 2,177 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $133K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #582 holding.
Meridian Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and has held it in 11 quarters since.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

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