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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.2M	Sell	248,133 -7,563	-3%	-$473K	0.45%	42
2026 Q2	$15.5M	Buy	255,696 +372	+0.1%	+$22.3K	0.48%	39
2026 Q1	$14.4M	Buy	255,324 +1,934	+0.8%	+$112K	0.51%	40
2025 Q4	$14.4M	Sell	253,390 -1,061	-0.4%	-$59.6K	0.51%	39
2025 Q3	$14.1M	Buy	254,451 +3,132	+1%	+$169K	0.54%	38
2025 Q2	$13.2M	Sell	251,319 -2,366	-0.9%	-$118K	0.56%	32
2025 Q1	$13M	Buy	253,685 +1,429	+0.6%	+$74.1K	0.63%	27
2024 Q4	$12.9M	Sell	252,256 -8,636	-3%	-$460K	0.61%	30
2024 Q3	$13.8M	Sell	260,892 -93	-0%	-$4.73K	0.68%	28
2024 Q2	$12.7M	Buy	+260,985	New	+$12.8M	1.52%	11
2024 Q1	–	Sell	-281,933	Closed	-$13.1M	–	494
2023 Q4	$13.1M	Buy	281,933 +279	+0.1%	+$12K	0.84%	15
2023 Q3	$11.6M	Buy	281,654 +2,133	+0.8%	+$92.4K	0.71%	23
2023 Q2	$12.1M	Buy	279,521 +1,955	+0.7%	+$80.7K	1.02%	12
2023 Q1	$11.3M	Sell	277,566 -1,972	-0.7%	-$79.9K	0.99%	13
2022 Q4	$10.9M	Buy	279,538 +6,370	+2%	+$244K	1.06%	13
2022 Q3	$9.42M	Sell	273,168 -151,937	-36%	-$5.76M	1.01%	15
2022 Q2	$15.7M	Buy	425,105 +234,136	+123%	+$9.27M	1.28%	8
2022 Q1	$7.97M	Buy	190,969 +2,624	+1%	+$108K	0.87%	21
2021 Q4	$7.91M	Buy	188,345 +19,765	+12%	+$807K	0.84%	21
2021 Q3	$6.58M	Buy	168,580 +2,882	+2%	+$115K	0.81%	25
2021 Q2	$6.55M	Buy	165,698 +17,787	+12%	+$703K	0.84%	23
2021 Q1	$5.61M	Buy	147,911 +63,726	+76%	+$2.3M	0.82%	22
2020 Q4	$2.9M	Buy	84,185 +2,386	+3%	+$77.5K	0.46%	48
2020 Q3	$2.47M	Buy	81,799 +74,897	+1,085%	+$2.28M	0.61%	33
2020 Q2	$200K	Buy	+6,902	New	+$197K	0.07%	208
2020 Q1	–	Sell	-6,733	Closed	-$235K	–	248
2019 Q4	$235K	Buy	+6,733	New	+$225K	0.11%	179
2019 Q3	–	Sell	-3,303	Closed	-$103K	–	449
2019 Q2	$103K	Buy	+3,303	New	+$102K	0.04%	271

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Meridian Wealth Management's SPYV Position: Q3 2026 in Review

Meridian Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3% in Q3 2026, selling an estimated $473K and leaving 248,133 shares worth $15.2M. The position accounts for 0.45% of the portfolio, ranked #42.

Meridian Wealth Management first reported a position in SPYV in Q2 2019 and has held it in 27 quarters since. The position peaked at $15.7M in Q2 2022. 771 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Meridian Wealth Management held 248,133 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $15.2M as of Q3 2026.
Meridian Wealth Management sold 7,563 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $473K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.45% of Meridian Wealth Management's portfolio in Q3 2026, its #42 holding.
Meridian Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2019 and has held it in 27 quarters since.
Meridian Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $15.7M in Q2 2022.
771 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.