SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

Meridian Wealth Management, LLC's Holding History (CIK: 0001697300)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 253,390 Value ($000) $14,395 Avg Close — Range —
Q3 2025
Shares 254,451 Value ($000) $14,079 Avg Close — Range —
Q2 2025
Shares 251,319 Value ($000) $13,154 Avg Close — Range —
Q1 2025
Shares 253,685 Value ($000) $12,956 Avg Close — Range —
Q4 2024
Shares 252,256 Value ($000) $12,900 Avg Close — Range —
Q3 2024
Shares 260,892 Value ($000) $13,791 Avg Close — Range —
Q2 2024
Shares 260,985 Value ($000) $12,720 Avg Close — Range —
Q4 2023
Shares 281,933 Value ($000) $13,147 Avg Close — Range —
Q3 2023
Shares 281,654 Value ($000) $11,632 Avg Close — Range —
Q2 2023
Shares 279,521 Value ($000) $12,075 Avg Close — Range —
Q1 2023
Shares 277,566 Value ($000) $11,302 Avg Close — Range —
Q4 2022
Shares 279,538 Value ($000) $10,871 Avg Close — Range —
Q3 2022
Shares 273,168 Value ($000) $9,422 Avg Close — Range —
Q2 2022
Shares 425,105 Value ($000) $15,652 Avg Close — Range —
Q1 2022
Shares 190,969 Value ($000) $7,973 Avg Close — Range —
Q4 2021
Shares 188,345 Value ($000) $7,910 Avg Close — Range —
Q3 2021
Shares 168,580 Value ($000) $6,575 Avg Close — Range —
Q2 2021
Shares 165,698 Value ($000) $6,552 Avg Close — Range —
Q1 2021
Shares 147,911 Value ($000) $5,606 Avg Close — Range —
Q4 2020
Shares 84,185 Value ($000) $2,895 Avg Close — Range —
Q3 2020
Shares 81,799 Value ($000) $2,470 Avg Close — Range —
Q2 2020
Shares 6,902 Value ($000) $200 Avg Close — Range —
Q4 2019
Shares 6,733 Value ($000) $235 Avg Close — Range —
Q2 2019
Shares 3,303 Value ($000) $1,033 Avg Close — Range —