Number of Shares
33,602.00
Current Holdings Value*
$18.80 Mil
% of Portfolio
3.19%
Total Estimate Gain
$10.79 Mil
% of Total Estimate Gain
71.42%

Meridian Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Meridian Wealth Advisors, LLC held 33,602.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $18.80 Mil. This investment constitutes 3.19% of their stock portfolio, and Meridian Wealth Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q4. And since then Meridian Wealth Advisors, LLC has made 15 purchases of SPY, at an average price of $331.22, for a total of 45,612.00 shares. In addition, there have been 10 sales at an average price of $381.88 for 12,010.00 shares. Based on historical transaction data and SPY's current price of $634.21, Meridian Wealth Advisors, LLC's estimated gain on his SPY holdings is $10.79 Mil, reflecting a 71.42% gain to date.

Meridian Wealth Advisors, LLC SPY ($634.21) Holding Chart

Meridian Wealth Advisors, LLC SPY ($634.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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