Meridian Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Meridian Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$407K	Buy	626 +20	+3%	+$13.6K	0.06%	74
2025 Q4	$413K	Hold	606	–	–	0.06%	72
2025 Q3	$404K	Hold	606	–	–	0.06%	72
2025 Q2	$374K	Sell	606 -29	-5%	-$16.6K	0.05%	82
2025 Q1	$355K	Buy	635 +20	+3%	+$11.8K	0.06%	76
2024 Q4	$360K	Buy	615 +25	+4%	+$14.7K	0.05%	79
2024 Q3	$338K	Sell	590 -30	-5%	-$16.6K	0.05%	79
2024 Q2	$337K	Buy	620 +30	+5%	+$15.7K	0.06%	77
2024 Q1	$308K	Hold	590	–	–	0.06%	81
2023 Q4	$280K	Sell	590 -234	-28%	-$104K	0.05%	79
2023 Q3	$352K	Sell	824 -47	-5%	-$20.9K	0.07%	64
2023 Q2	$386K	Hold	871	–	–	0.08%	59
2023 Q1	$357K	Sell	871 -76	-8%	-$30.3K	0.08%	57
2022 Q4	$362K	Sell	947 -27	-3%	-$10.4K	0.08%	52
2022 Q3	$348K	Buy	974 +27	+3%	+$10.7K	0.09%	54
2022 Q2	$357K	Sell	947 -40	-4%	-$16.4K	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%	+$30.9K	0.09%	44
2021 Q2	$393K	Buy	917 +22	+2%	+$9.18K	0.09%	45
2021 Q1	$355K	Sell	895 -30	-3%	-$11.6K	0.11%	46
2020 Q4	$346K	Buy	925 +8	+0.9%	+$2.84K	0.14%	42
2020 Q3	$307K	Hold	917	–	–	0.15%	41
2020 Q2	$283K	Sell	917 -701	-43%	-$205K	0.15%	42
2020 Q1	$417K	Buy	1,618 +738	+84%	+$225K	0.25%	33
2019 Q4	$283K	Buy	+880	New	+$271K	0.18%	43

Other funds holding SPY

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meridian Wealth Partners's SPY Position: Q1 2026 in Review

Meridian Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.3% in Q1 2026, buying an estimated $13.6K and bringing the position to 626 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #74.

Meridian Wealth Partners first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $469K in Q4 2021. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Meridian Wealth Partners held 626 shares of State Street SPDR S&P 500 ETF Trust worth $407K as of Q1 2026.
Meridian Wealth Partners bought 20 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $13.6K.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Meridian Wealth Partners's portfolio in Q1 2026, its #74 holding.
Meridian Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Meridian Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $469K in Q4 2021.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.