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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.4M	Sell	174,804 -5,354	-3%	-$457K	0.47%	40
2026 Q1	$13.8M	Sell	180,158 -6,942	-4%	-$555K	0.48%	44
2025 Q4	$15M	Buy	187,100 +76,434	+69%	+$6.08M	0.53%	37
2025 Q3	$8.67M	Buy	110,666 +5,162	+5%	+$389K	0.33%	62
2025 Q2	$7.67M	Buy	105,504 +5,313	+5%	+$357K	0.33%	66
2025 Q1	$6.59M	Buy	100,191 +25,937	+35%	+$1.79M	0.32%	70
2024 Q4	$5.12M	Buy	74,254 +4,228	+6%	+$293K	0.24%	90
2024 Q3	$4.73M	Buy	70,026 +2,904	+4%	+$189K	0.23%	93
2024 Q2	$4.3M	Buy	+67,122	New	+$4.13M	0.51%	46
2024 Q1	–	Sell	-55,121	Closed	-$3.08M	–	486
2023 Q4	$3.08M	Buy	55,121 +13,200	+31%	+$692K	0.2%	118
2023 Q3	$2.11M	Buy	41,921 +2,513	+6%	+$131K	0.13%	148
2023 Q2	$2.05M	Buy	39,408 +7,231	+22%	+$357K	0.17%	120
2023 Q1	$1.55M	Buy	32,177 +2,249	+8%	+$106K	0.14%	152
2022 Q4	$1.35M	Buy	29,928 +1,284	+4%	+$58K	0.13%	153
2022 Q3	$1.2M	Sell	28,644 -377	-1%	-$17.6K	0.13%	164
2022 Q2	$1.29M	Buy	+29,021	New	+$1.4M	0.11%	208

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Meridian Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3% in Q2 2026, selling an estimated $457K and leaving 174,804 shares worth $15.4M. The position accounts for 0.47% of the portfolio, ranked #40.

Meridian Wealth Management first reported a position in SPYM in Q2 2022 and has held it in 16 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Meridian Wealth Management held 174,804 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.4M as of Q2 2026.
Meridian Wealth Management sold 5,354 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $457K.
State Street SPDR Portfolio S&P 500 ETF made up 0.47% of Meridian Wealth Management's portfolio in Q2 2026, its #40 holding.
Meridian Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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