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Meridian Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Meridian Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43M Sell
24,834
-1,849
-7% -$98.7K 0.04% 316
2026
Q1 		$1.29M Buy
26,683
+2,686
+11% +$133K 0.05% 311
2025
Q4 		$1.12M Buy
23,997
+1,290
+6% +$60.2K 0.04% 328
2025
Q3 		$1.05M Buy
22,707
+5,585
+33% +$250K 0.04% 316
2025
Q2 		$729K Buy
17,122
+1,613
+10% +$65K 0.03% 368
2025
Q1 		$632K Buy
15,509
+665
+4% +$29.3K 0.03% 373
2024
Q4 		$667K Buy
14,844
+3,393
+30% +$158K 0.03% 360
2024
Q3 		$521K Sell
11,451
-290
-2% -$12.7K 0.03% 398
2024
Q2 		$488K Buy
+11,741
New +$489K 0.06% 176
2024
Q1 		– Sell
-17,521
Closed -$739K – 489
2023
Q4 		$739K Buy
17,521
+2,038
+13% +$76.8K 0.05% 304
2023
Q3 		$571K Buy
15,483
+3,698
+31% +$144K 0.04% 339
2023
Q2 		$458K Buy
11,785
+2,396
+26% +$89.1K 0.04% 344
2023
Q1 		$355K Sell
9,389
-395
-4% -$15.4K 0.03% 385
2022
Q4 		$362K Sell
9,784
-66
-0.7% -$2.47K 0.04% 372
2022
Q3 		$335K Buy
9,850
+2,503
+34% +$94.7K 0.04% 345
2022
Q2 		$264K Buy
7,347
+1,051
+17% +$40.8K 0.02% 459
2022
Q1 		$265K Buy
6,296
+22
+0.4% +$926 0.03% 333
2021
Q4 		$280K Sell
6,274
-209
-3% -$9.29K 0.03% 329
2021
Q3 		$276K Buy
6,483
+4
+0.1% +$171 0.03% 321
2021
Q2 		$285K Buy
6,479
+2
+0% +$87 0.04% 309
2021
Q1 		$274K Buy
+6,477
New +$264K 0.04% 289
2020
Q4 		– Sell
-30,433
Closed -$833K – 349
2020
Q3 		$833K Buy
+30,433
New +$848K 0.2% 97
2019
Q3 		– Sell
-1,386
Closed -$425 – 445
2019
Q2 		$425 Buy
+1,386
New +$42.2K 0.02% 395

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Meridian Wealth Management's SPSM Position: Q2 2026 in Review

Meridian Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.9% in Q2 2026, selling an estimated $98.7K and leaving 24,834 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #316.

Meridian Wealth Management first reported a position in SPSM in Q2 2019 and has held it in 23 quarters since. 725 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Meridian Wealth Management held 24,834 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.43M as of Q2 2026.
  • Meridian Wealth Management sold 1,849 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $98.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Meridian Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2019 and has held it in 23 quarters since.
  • 725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.