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Spdr Ser Tr shares owned by Meridian Financial

Quarter-by-quarter ownership of Spdr Ser Tr (SPDG) shares owned by Meridian Financial from 13F filings

Historical chart of Meridian Financial investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Meridian Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Meridian Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $490k 12k 40.20
2025-06-30 $486k 13k 38.83
2025-03-31 $414k 11k 37.84
2024-12-31 $386k 10k 37.63
2024-09-30 $319k 8.4k 37.91
2024-06-30 $241k 7.0k 34.42

More positions owned by Meridian Financial

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Microsoft Corporation (MSFT)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Meridian Financial

Top funds holding Spdr Ser Tr

Concord Wealth Partners
Concord Asset Management
Cambridge Investment Research Advisors
Bank of Marin
Meridian Financial
Geneos Wealth Management
1 North Wealth Services
Advisor Group Holdings

View all funds holding Spdr Ser Tr