Spdr S&p 500 Etf shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $48M | 83k | 573.76 |
| 2024-06-30 | $45M | 83k | 544.22 |
| 2023-12-31 | $37M | 79k | 475.31 |
| 2023-09-30 | $29M | 68k | 427.48 |
| 2023-06-30 | $30M | 67k | 443.28 |
| 2023-03-31 | $29M | 70k | 409.39 |
| 2022-12-31 | $27M | 70k | 382.43 |
| 2022-09-30 | $24M | 66k | 357.18 |
| 2022-06-30 | $24M | 64k | 377.25 |
| 2022-03-31 | $28M | 63k | 451.63 |
| 2021-12-31 | $29M | 60k | 474.97 |
| 2021-09-30 | $24M | 57k | 429.13 |
| 2021-06-30 | $24M | 55k | 428.07 |
| 2021-03-31 | $22M | 55k | 396.33 |
| 2020-12-31 | $20M | 54k | 373.86 |
| 2020-09-30 | $15M | 46k | 334.88 |
| 2020-06-30 | $13M | 42k | 308.35 |
| 2020-03-31 | $13M | 52k | 257.74 |
| 2019-12-31 | $13M | 39k | 321.84 |
| 2019-09-30 | $11M | 39k | 296.76 |
| 2019-06-30 | $114M | 39k | 2930.00 |
| 2019-03-31 | $109M | 38k | 2824.78 |
| 2018-12-31 | $9.4M | 38k | 249.91 |
| 2018-09-30 | $8.9M | 31k | 290.74 |
| 2018-06-30 | $8.6M | 32k | 271.27 |
| 2018-03-31 | $8.8M | 34k | 263.15 |
| 2017-12-31 | $8.0M | 34k | 239.22 |
| 2017-09-30 | $7.5M | 32k | 235.40 |
| 2017-06-30 | $7.1M | 32k | 225.57 |
| 2017-03-31 | $6.7M | 6.7M | 1.00 |
| 2016-12-31 | $5.5M | 25k | 223.52 |
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