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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	-$3.11K	–	448
2019 Q2	$3.11K	Buy	8,173 +2,358	+41%	+$89.4K	0.13%	139
2019 Q1	$220K	Buy	+5,815	New	+$214K	0.1%	174