Meridian Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.09M	Sell	82,676 -11,872	-13%	-$1.24M	0.28%	73
2025 Q4	$10.1M	Buy	94,548 +31,383	+50%	+$3.33M	0.36%	58
2025 Q3	$6.6M	Sell	63,165 -772	-1%	-$76.9K	0.25%	82
2025 Q2	$6.09M	Sell	63,937 -1,697	-3%	-$145K	0.26%	88
2025 Q1	$5.27M	Buy	65,634 +507	+0.8%	+$44.3K	0.26%	89
2024 Q4	$5.72M	Sell	65,127 -6,156	-9%	-$532K	0.27%	80
2024 Q3	$5.91M	Sell	71,283 -3,569	-5%	-$285K	0.29%	74
2024 Q2	$6M	Buy	+74,852	New	+$5.59M	0.72%	30
2024 Q1	–	Sell	-93,021	Closed	-$6.04M	–	493
2023 Q4	$6.04M	Buy	93,021 +112	+0.1%	+$6.91K	0.39%	58
2023 Q3	$5.52M	Sell	92,909 -701	-0.7%	-$42.9K	0.34%	59
2023 Q2	$5.71M	Sell	93,610 -1,771	-2%	-$101K	0.48%	33
2023 Q1	$5.28M	Sell	95,381 -3,450	-3%	-$183K	0.46%	38
2022 Q4	$5.01M	Sell	98,831 -1,904	-2%	-$99.1K	0.49%	39
2022 Q3	$5.05M	Sell	100,735 -113,280	-53%	-$6.37M	0.54%	34
2022 Q2	$11.2M	Buy	214,015 +146,745	+218%	+$8.41M	0.92%	15
2022 Q1	$4.45M	Buy	67,270 +6,037	+10%	+$393K	0.49%	34
2021 Q4	$4.44M	Buy	61,233 +9,941	+19%	+$694K	0.47%	39
2021 Q3	$3.28M	Buy	51,292 +4,667	+10%	+$308K	0.41%	52
2021 Q2	$2.94M	Sell	46,625 -4,547	-9%	-$273K	0.37%	55
2021 Q1	$2.89M	Sell	51,172 -105,043	-67%	-$5.88M	0.42%	51
2020 Q4	$8.64M	Buy	156,215 +1,921	+1%	+$101K	1.37%	12
2020 Q3	$7.73M	Buy	154,294 +136,378	+761%	+$6.68M	1.9%	10
2020 Q2	$804K	Buy	17,916 +1,305	+8%	+$54.2K	0.27%	81
2020 Q1	$593K	Buy	16,611 +8,069	+94%	+$330K	0.26%	81
2019 Q4	$357K	Buy	8,542 +793	+10%	+$31.8K	0.17%	132
2019 Q3	$301K	Buy	7,749 +3,532	+84%	+$138K	0.14%	150
2019 Q2	$1.63K	Buy	+4,217	New	+$160K	0.07%	229

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Meridian Wealth Management's SPYG Position: Q1 2026 in Review

Meridian Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 13% in Q1 2026, selling an estimated $1.24M and leaving 82,676 shares worth $8.09M. The position accounts for 0.28% of the portfolio, ranked #73.

Meridian Wealth Management first reported a position in SPYG in Q2 2019 and has held it in 27 quarters since. The position peaked at $11.2M in Q2 2022. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Meridian Wealth Management held 82,676 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.09M as of Q1 2026.
Meridian Wealth Management sold 11,872 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.24M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.28% of Meridian Wealth Management's portfolio in Q1 2026, its #73 holding.
Meridian Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 27 quarters since.
Meridian Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11.2M in Q2 2022.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.