Spdr S&p 500 Etf shares owned by Meridian Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Meridian Wealth Partners
from 13F filings
Historical chart of Meridian Wealth Partners investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Meridian Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $308k | 590 | 522.75 |
2023-09-30 | $353k | 824 | 427.73 |
2023-06-30 | $386k | 871 | 443.49 |
2023-03-31 | $357k | 871 | 409.55 |
2022-12-31 | $362k | 947 | 382.53 |
2022-09-30 | $348k | 974 | 357.29 |
2022-06-30 | $357k | 947 | 376.98 |
2022-03-31 | $446k | 987 | 451.87 |
2021-12-31 | $469k | 987 | 475.18 |
2021-09-30 | $424k | 987 | 429.58 |
2021-06-30 | $393k | 917 | 428.57 |
2021-03-31 | $355k | 895 | 396.65 |
2020-12-31 | $346k | 925 | 374.05 |
2020-09-30 | $307k | 917 | 334.79 |
2020-06-30 | $283k | 917 | 308.62 |
2020-03-31 | $417k | 1.6k | 257.73 |
2019-12-31 | $283k | 880 | 321.59 |