Meridian Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
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. 4,555 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.
- 4,555 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.