SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 47,571 Value ($000) $2,031 Avg Close Range
Q3 2025
Shares 18,837 Value ($000) $1,588 Avg Close Range
Q2 2025
Shares 13,846 Value ($000) $1,125 Avg Close Range
Q1 2025
Shares 12,782 Value ($000) $1,003 Avg Close Range
Q4 2024
Shares 11,918 Value ($000) $898 Avg Close Range
Q3 2024
Shares 11,618 Value ($000) $933 Avg Close Range
Q2 2024
Shares 10,163 Value ($000) $691 Avg Close Range
Q2 2023
Shares 7,961 Value ($000) $521 Avg Close Range
Q1 2023
Shares 8,071 Value ($000) $546 Avg Close Range
Q4 2022
Shares 11,318 Value ($000) $798 Avg Close Range
Q3 2022
Shares 11,362 Value ($000) $744 Avg Close Range
Q2 2022
Shares 8,471 Value ($000) $594 Avg Close Range
Q1 2022
Shares 7,703 Value ($000) $574 Avg Close Range
Q4 2021
Shares 7,699 Value ($000) $551 Avg Close Range
Q3 2021
Shares 8,195 Value ($000) $523 Avg Close Range
Q2 2021
Shares 6,656 Value ($000) $421 Avg Close Range
Q2 2019
Shares 534 Value ($000) $319 Avg Close Range