Meridian Wealth Management, LLC SPY Holdings History
Meridian Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Meridian Wealth Management, LLC held 94,910.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $53.09 Mil. This investment constitutes 2.57% of their stock portfolio, and Meridian Wealth Management, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Meridian Wealth Management, LLC has made 21 purchases of SPY, at an average price of $433.81, for a total of 187,841.00 shares. In addition, there have been 7 sales at an average price of $470.92 for 92,931.00 shares. Based on historical transaction data and SPY's current price of $628.86, Meridian Wealth Management, LLC's estimated gain on his SPY holdings is $21.96 Mil, reflecting a 26.95% gain to date.
Meridian Wealth Management, LLC SPY ($628.86) Holding Chart
Meridian Wealth Management, LLC SPY ($628.86) 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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