Meridian Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.6M | Buy |
100,803
+5,616
| +6% | +$3.82M | 2.3% | 6 |
|
|
2025
Q4 | $65M | Buy |
95,187
+3,096
| +3% | +$2.09M | 2.29% | 8 |
|
|
2025
Q3 | $61.3M | Buy |
92,091
+178
| +0.2% | +$114K | 2.35% | 8 |
|
|
2025
Q2 | $56.8M | Sell |
91,913
-2,997
| -3% | -$1.71M | 2.42% | 7 |
|
|
2025
Q1 | $53.1M | Buy |
94,910
+1,432
| +2% | +$842K | 2.57% | 7 |
|
|
2024
Q4 | $54.8M | Buy |
93,478
+10,459
| +13% | +$6.16M | 2.59% | 7 |
|
|
2024
Q3 | $47.6M | Buy |
83,019
+525
| +0.6% | +$290K | 2.34% | 7 |
|
|
2024
Q2 | $44.9M | Buy |
+82,494
| New | +$43.2M | 5.37% | 3 |
|
|
2024
Q1 | – | Sell |
-78,743
| Closed | -$37.4M | – | 491 |
|
|
2023
Q4 | $37.4M | Buy |
78,743
+10,350
| +15% | +$4.61M | 2.39% | 7 |
|
|
2023
Q3 | $29.2M | Buy |
68,393
+1,473
| +2% | +$655K | 1.79% | 8 |
|
|
2023
Q2 | $29.7M | Sell |
66,920
-2,638
| -4% | -$1.11M | 2.5% | 7 |
|
|
2023
Q1 | $28.5M | Sell |
69,558
-830
| -1% | -$331K | 2.48% | 6 |
|
|
2022
Q4 | $26.9M | Buy |
70,388
+4,270
| +6% | +$1.64M | 2.64% | 5 |
|
|
2022
Q3 | $23.6M | Buy |
66,118
+1,909
| +3% | +$758K | 2.54% | 6 |
|
|
2022
Q2 | $24.2M | Buy |
64,209
+1,625
| +3% | +$666K | 1.98% | 6 |
|
|
2022
Q1 | $28.3M | Buy |
62,584
+2,685
| +4% | +$1.2M | 3.09% | 6 |
|
|
2021
Q4 | $28.4M | Buy |
59,899
+3,105
| +5% | +$1.43M | 3.04% | 7 |
|
|
2021
Q3 | $24.4M | Buy |
56,794
+1,602
| +3% | +$707K | 3.01% | 6 |
|
|
2021
Q2 | $23.6M | Buy |
55,192
+437
| +0.8% | +$182K | 3.01% | 6 |
|
|
2021
Q1 | $21.7M | Buy |
54,755
+1,214
| +2% | +$468K | 3.16% | 6 |
|
|
2020
Q4 | $20M | Buy |
53,541
+7,518
| +16% | +$2.67M | 3.18% | 6 |
|
|
2020
Q3 | $15.4M | Buy |
46,023
+3,931
| +9% | +$1.3M | 3.78% | 5 |
|
|
2020
Q2 | $13M | Sell |
42,092
-9,549
| -18% | -$2.79M | 4.34% | 5 |
|
|
2020
Q1 | $13.3M | Buy |
51,641
+12,706
| +33% | +$3.88M | 5.9% | 2 |
|
|
2019
Q4 | $12.5M | Buy |
38,935
+362
| +0.9% | +$111K | 6.03% | 2 |
|
|
2019
Q3 | $11.4M | Sell |
38,573
-283
| -0.7% | -$83.6K | 5.39% | 3 |
|
|
2019
Q2 | $114K | Buy |
38,856
+413
| +1% | +$119K | 4.61% | 4 |
|
|
2019
Q1 | $10.9M | Buy |
38,443
+702
| +2% | +$191K | 4.94% | 4 |
|
|
2018
Q4 | $9.43M | Buy |
37,741
+7,088
| +23% | +$1.91M | 5.56% | 3 |
|
|
2018
Q3 | $8.91M | Sell |
30,653
-888
| -3% | -$253K | 3.83% | 5 |
|
|
2018
Q2 | $8.56M | Sell |
31,541
-1,991
| -6% | -$538K | 4.03% | 4 |
|
|
2018
Q1 | $8.82M | Buy |
33,532
+61
| +0.2% | +$16.6K | 4.4% | 3 |
|
|
2017
Q4 | $8.01M | Buy |
33,471
+1,491
| +5% | +$388K | 4.93% | 2 |
|
|
2017
Q3 | $7.53M | Buy |
31,980
+305
| +1% | +$75.2K | 4.77% | 2 |
|
|
2017
Q2 | $7.14M | Buy |
31,675
+755
| +2% | +$181K | 4.53% | 3 |
|
|
2017
Q1 | $6.72M | Buy |
30,920
+6,135
| +25% | +$1.43M | 4.03% | 3 |
|
|
2016
Q4 | $5.54M | Buy |
+24,785
| New | +$5.41M | 4.39% | 3 |
|
Other funds holding SPY
Meridian Wealth Management's SPY Position: Q1 2026 in Review
Meridian Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.9% in Q1 2026, buying an estimated $3.82M and bringing the position to 100,803 shares worth $65.6M. The position accounts for 2.3% of the portfolio, ranked #6.
Meridian Wealth Management first reported a position in SPY in Q4 2016 and has held it in 37 quarters since. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Meridian Wealth Management held 100,803 shares of State Street SPDR S&P 500 ETF Trust worth $65.6M as of Q1 2026.
- Meridian Wealth Management bought 5,616 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.82M.
- State Street SPDR S&P 500 ETF Trust made up 2.3% of Meridian Wealth Management's portfolio in Q1 2026, its #6 holding.
- Meridian Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 37 quarters since.
- 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.