Meridian Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
606
-29
| -5% | -$17.9K | 0.05% | 82 |
|
|
2025
Q1 | $355K | Buy |
635
+20
| +3% | +$11.2K | 0.06% | 76 |
|
|
2024
Q4 | $360K | Buy |
615
+25
| +4% | +$14.7K | 0.05% | 79 |
|
|
2024
Q3 | $338K | Sell |
590
-30
| -5% | -$17.2K | 0.05% | 79 |
|
|
2024
Q2 | $337K | Buy |
620
+30
| +5% | +$16.3K | 0.06% | 77 |
|
|
2024
Q1 | $308K | Hold |
590
| – | – | 0.06% | 81 |
|
|
2023
Q4 | $280K | Sell |
590
-234
| -28% | -$111K | 0.05% | 79 |
|
|
2023
Q3 | $352K | Sell |
824
-47
| -5% | -$20.1K | 0.07% | 64 |
|
|
2023
Q2 | $386K | Hold |
871
| – | – | 0.08% | 59 |
|
|
2023
Q1 | $357K | Sell |
871
-76
| -8% | -$31.1K | 0.08% | 57 |
|
|
2022
Q4 | $362K | Sell |
947
-27
| -3% | -$10.3K | 0.08% | 52 |
|
|
2022
Q3 | $348K | Buy |
974
+27
| +3% | +$9.65K | 0.09% | 54 |
|
|
2022
Q2 | $357K | Sell |
947
-40
| -4% | -$15.1K | 0.08% | 52 |
|
|
2022
Q1 | $446K | Hold |
987
| – | – | 0.09% | 50 |
|
|
2021
Q4 | $469K | Hold |
987
| – | – | 0.09% | 47 |
|
|
2021
Q3 | $424K | Buy |
987
+70
| +8% | +$30.1K | 0.09% | 44 |
|
|
2021
Q2 | $393K | Buy |
917
+22
| +2% | +$9.43K | 0.09% | 45 |
|
|
2021
Q1 | $355K | Sell |
895
-30
| -3% | -$11.9K | 0.11% | 46 |
|
|
2020
Q4 | $346K | Buy |
925
+8
| +0.9% | +$2.99K | 0.14% | 42 |
|
|
2020
Q3 | $307K | Hold |
917
| – | – | 0.15% | 41 |
|
|
2020
Q2 | $283K | Sell |
917
-701
| -43% | -$216K | 0.15% | 42 |
|
|
2020
Q1 | $417K | Buy |
1,618
+738
| +84% | +$190K | 0.25% | 33 |
|
|
2019
Q4 | $283K | Buy |
+880
| New | +$283K | 0.18% | 43 |
|