Meridian Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Sell	29,401 -170	-0.6%	-$7.99K	0.04%	322
2026 Q1	$1.35M	Buy	29,571 +52	+0.2%	+$2.39K	0.05%	307
2025 Q4	$1.28M	Sell	29,519 -327	-1%	-$14.2K	0.04%	301
2025 Q3	$1.31M	Sell	29,846 -1,583	-5%	-$69.4K	0.05%	279
2025 Q2	$1.33M	Buy	31,429 +2,079	+7%	+$87.4K	0.06%	262
2025 Q1	$1.3M	Buy	29,350 +3,788	+15%	+$167K	0.06%	237
2024 Q4	$1.11M	Buy	25,562 +4	+0%	+$181	0.05%	275
2024 Q3	$1.17M	Buy	25,558 +3,173	+14%	+$138K	0.06%	257
2024 Q2	$901K	Buy	+22,385	New	+$898K	0.11%	123
2024 Q1	–	Sell	-26,227	Closed	-$1.03M	–	492
2023 Q4	$1.03M	Sell	26,227 -2,419	-8%	-$86.9K	0.07%	258
2023 Q3	$1M	Buy	28,646 +1,658	+6%	+$61.7K	0.06%	233
2023 Q2	$1M	Buy	26,988 +217	+0.8%	+$8.01K	0.08%	198
2023 Q1	$1.02M	Buy	26,771 +9,335	+54%	+$373K	0.09%	202
2022 Q4	$690K	Buy	17,436 +421	+2%	+$16.5K	0.07%	251
2022 Q3	$604K	Buy	17,015 +3,640	+27%	+$147K	0.07%	249
2022 Q2	$534K	Buy	13,375 +3,231	+32%	+$139K	0.04%	334
2022 Q1	$446K	Buy	10,144 +2,040	+25%	+$87.9K	0.05%	255
2021 Q4	$341K	Buy	+8,104	New	+$331K	0.04%	298
2019 Q3	–	Sell	-8,173	Closed	-$311K	–	448
2019 Q2	$311K	Buy	8,173 +2,358	+41%	+$89.4K	0.13%	139
2019 Q1	$220K	Buy	+5,815	New	+$214K	0.1%	174

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Meridian Wealth Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.57% in Q2 2026, selling an estimated $7.99K and leaving 29,401 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #322.

Meridian Wealth Management first reported a position in SPYD in Q1 2019 and has held it in 20 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Meridian Wealth Management held 29,401 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.4M as of Q2 2026.
Meridian Wealth Management sold 170 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $7.99K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #322 holding.
Meridian Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2019 and has held it in 20 quarters since.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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