Meridian Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$749K	Sell	8,133 -68	-0.8%	-$6.26K	0.02%	449
2026 Q2	$745K	Buy	8,201 +3,723	+83%	+$328K	0.02%	449
2026 Q1	$354K	Buy	4,478 +1,302	+41%	+$108K	0.01%	608
2025 Q4	$262K	Buy	3,176 +494	+18%	+$40.4K	0.01%	651
2025 Q3	$216K	Buy	+2,682	New	+$208K	0.01%	662
2025 Q1	–	Sell	-3,181	Closed	-$227K	–	646
2024 Q4	$227K	Sell	3,181 -140	-4%	-$10.1K	0.01%	578
2024 Q3	$233K	Hold	3,321	–	–	0.01%	581
2024 Q2	$220K	Buy	+3,321	New	+$213K	0.03%	267
2024 Q1	–	Sell	-3,481	Closed	-$203K	–	490
2023 Q4	$203K	Buy	+3,481	New	+$190K	0.01%	569
2019 Q3	–	Sell	-7,974	Closed	-$291K	–	446
2019 Q2	$291K	Buy	+7,974	New	+$286K	0.12%	153

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Meridian Wealth Management's SPTM Position: Q3 2026 in Review

Meridian Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.83% in Q3 2026, selling an estimated $6.26K and leaving 8,133 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #449.

Meridian Wealth Management first reported a position in SPTM in Q2 2019 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Meridian Wealth Management held 8,133 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $749K as of Q3 2026.
Meridian Wealth Management sold 68 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $6.26K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Meridian Wealth Management's portfolio in Q3 2026, its #449 holding.
Meridian Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2019 and has held it in 10 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.