Spdr S&p 500 Etf shares owned by Meridian Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Meridian Wealth Advisors
from 13F filings
Historical chart of Meridian Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Meridian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 30k | 475.31 |
| 2023-09-30 | $14M | 32k | 427.49 |
| 2023-06-30 | $14M | 32k | 443.28 |
| 2023-03-31 | $11M | 27k | 409.39 |
| 2022-12-31 | $10M | 27k | 382.43 |
| 2022-09-30 | $9.4M | 26k | 357.18 |
| 2022-06-30 | $10M | 26k | 377.27 |
| 2022-03-31 | $14M | 31k | 451.66 |
| 2021-12-31 | $15M | 31k | 474.95 |
| 2021-09-30 | $13M | 31k | 429.16 |
| 2021-06-30 | $13M | 31k | 428.08 |
| 2021-03-31 | $12M | 31k | 396.33 |
| 2020-12-31 | $283k | 880 | 321.59 |
| 2020-09-30 | $10M | 31k | 334.88 |
| 2020-06-30 | $9.6M | 31k | 308.36 |
| 2020-03-31 | $7.8M | 30k | 257.75 |
| 2019-12-31 | $10M | 32k | 321.85 |
| 2019-09-30 | $9.3M | 32k | 296.78 |
| 2019-06-30 | $551k | 1.9k | 293.24 |
| 2019-03-31 | $559k | 2.0k | 282.47 |
| 2018-12-31 | $905k | 3.6k | 250.00 |