Meridian Financial Advisors, LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 18 quarters from 2021-12-31 to 2026-06-30, Meridian Financial Advisors, LLC opened 136 positions, added to 727, reduced 365 and sold out of 94.
- Q2 2026: Stock SPYM; Country of operation United States; Class STATE STREET SPD; Shares before 74,249.
- Q2 2026: Stock SDY; Country of operation —; Class STATE STREET SPD; Shares before 25,118.
- Q2 2026: Stock SPSM; Country of operation —; Class STATE STREET SPD; Shares before 66,296.
- Q2 2026: Stock RIGS; Country of operation —; Class RIVRFRNT STR INC; Shares before 92,260.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2032629), 18 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-08-13); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-08-13); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-08-13); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-08-13); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-08-13); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-08-13); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-08-13); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-08-13); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 74,249 | 0 | -74,249 | $5,683,013 | $0 | -$5,683,013 | 2026-07-22 |
|---|
| Q2 2026 | SDY
SPDR SERIES TRUST | | STATE STREET SPD | 25,118 | 0 | -25,118 | $3,665,731 | $0 | -$3,665,731 | 2026-07-22 |
|---|
| Q2 2026 | SPSM
SPDR SERIES TRUST | | STATE STREET SPD | 66,296 | 0 | -66,296 | $3,203,418 | $0 | -$3,203,418 | 2026-07-22 |
|---|
| Q2 2026 | RIGS
ALPS ETF TR | | RIVRFRNT STR INC | 92,260 | 0 | -92,260 | $2,108,787 | $0 | -$2,108,787 | 2026-07-22 |
|---|
| Q2 2026 | SPYG
SPDR SERIES TRUST | | STATE STREET SPD | 20,612 | 0 | -20,612 | $2,018,161 | $0 | -$2,018,161 | 2026-07-22 |
|---|
| Q2 2026 | SPMD
SPDR SERIES TRUST | | STATE STREET SPD | 31,520 | 0 | -31,520 | $1,866,595 | $0 | -$1,866,595 | 2026-07-22 |
|---|
| Q2 2026 | SPSB
SPDR SERIES TRUST | | STATE STREET SPD | 60,499 | 0 | -60,499 | $1,819,198 | $0 | -$1,819,198 | 2026-07-22 |
|---|
| Q2 2026 | SLYV
SPDR SERIES TRUST | | STATE STREET SPD | 14,171 | 0 | -14,171 | $1,340,322 | $0 | -$1,340,322 | 2026-07-22 |
|---|
| Q2 2026 | XLU
SELECT SECTOR SPDR TR | | STATE STREET UTI | 23,816 | 0 | -23,816 | $1,092,929 | $0 | -$1,092,929 | 2026-07-22 |
|---|
| Q2 2026 | SPIB
SPDR SERIES TRUST | | STATE STREET SPD | 27,515 | 0 | -27,515 | $922,840 | $0 | -$922,840 | 2026-07-22 |
|---|
| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 4,931 | 0 | -4,931 | $655,343 | $0 | -$655,343 | 2026-07-22 |
|---|
| Q2 2026 | XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 3,720 | 0 | -3,720 | $545,363 | $0 | -$545,363 | 2026-07-22 |
|---|
| Q2 2026 | SPDG
SPDR SERIES TRUST | | STATE STREET SPD | 11,435 | 0 | -11,435 | $476,612 | $0 | -$476,612 | 2026-07-22 |
|---|
| Q2 2026 | XLF
SELECT SECTOR SPDR TR | | STATE STREET FIN | 9,625 | 0 | -9,625 | $475,205 | $0 | -$475,205 | 2026-07-22 |
|---|
| Q2 2026 | MDYV
SPDR SERIES TRUST | | STATE STREET SPD | 5,463 | 0 | -5,463 | $465,193 | $0 | -$465,193 | 2026-07-22 |
|---|
| Q2 2026 | SJNK
SPDR SERIES TRUST | | STATE STREET SPD | 16,233 | 0 | -16,233 | $405,498 | $0 | -$405,498 | 2026-07-22 |
|---|
| Q2 2026 | XLB
SELECT SECTOR SPDR TR | | STATE STREET MAT | 7,948 | 0 | -7,948 | $397,162 | $0 | -$397,162 | 2026-07-22 |
|---|
| Q2 2026 | XLI
SELECT SECTOR SPDR TR | | STATE STREET IND | 2,308 | 0 | -2,308 | $373,273 | $0 | -$373,273 | 2026-07-22 |
|---|
| Q2 2026 | SLYG
SPDR SERIES TRUST | | STATE STREET SPD | 3,686 | 0 | -3,686 | $356,179 | $0 | -$356,179 | 2026-07-22 |
|---|
| Q2 2026 | SPDW
SPDR INDEX SHS FDS | | STATE STREET SPD | 7,578 | 0 | -7,578 | $345,933 | $0 | -$345,933 | 2026-07-22 |
|---|
| Q2 2026 | HFSI
HARTFORD FDS EXCHANGE TRADED | | STRATEGIC INCOME | 9,950 | 0 | -9,950 | $345,464 | $0 | -$345,464 | 2026-07-22 |
|---|
| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 5,622 | 0 | -5,622 | $344,417 | $0 | -$344,417 | 2026-07-22 |
|---|
| Q2 2026 | XAR
SPDR SERIES TRUST | | STATE STREET SPD | 950 | 0 | -950 | $241,281 | $0 | -$241,281 | 2026-07-22 |
|---|
| Q2 2026 | EFAV
ISHARES TR | | MSCI EAFE MIN VL | 2,568 | 0 | -2,568 | $234,645 | $0 | -$234,645 | 2026-07-22 |
|---|
| Q2 2026 | XLC
SELECT SECTOR SPDR TR | | STATE STREET COM | 2,100 | 0 | -2,100 | $232,806 | $0 | -$232,806 | 2026-07-22 |
|---|
| Q2 2026 | BSJQ
INVESCO EXCH TRD SLF IDX FD | | INVSCO BLSH 26 | 9,039 | 0 | -9,039 | $209,479 | $0 | -$209,479 | 2026-07-22 |
|---|
| Q1 2026 | SPDW
SPDR INDEX SHS FDS | | PORTFOLIO DEVLPD | 7,578 | 0 | -7,578 | $336,536 | $0 | -$336,536 | 2026-04-21 |
|---|
| Q1 2026 | BLOK
AMPLIFY ETF TR | | BLOCKCHAIN TECHN | 4,060 | 0 | -4,060 | $230,973 | $0 | -$230,973 | 2026-04-21 |
|---|
| Q1 2026 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 458 | 0 | -458 | $216,771 | $0 | -$216,771 | 2026-04-21 |
|---|
| Q1 2026 | CIBR
FIRST TR EXCHANGE TRADED FD | | NASDAQ CYB ETF | 2,993 | 0 | -2,993 | $213,850 | $0 | -$213,850 | 2026-04-21 |
|---|
| Q1 2026 | IEV
ISHARES TR | | EUROPE ETF | 2,930 | 0 | -2,930 | $200,998 | $0 | -$200,998 | 2026-04-21 |
|---|
| Q4 2025 | SPYM
SPDR SERIES TRUST | United States | PORTFOLIO S&P500 | 63,611 | 0 | -63,611 | $4,983,270 | $0 | -$4,983,270 | 2026-01-23 |
|---|
| Q4 2025 | SDY
SPDR SERIES TRUST | | S&P DIVID ETF | 26,672 | 0 | -26,672 | $3,735,448 | $0 | -$3,735,448 | 2026-01-23 |
|---|
| Q4 2025 | SPSM
SPDR SERIES TRUST | | PORTFOLIO S&P600 | 65,651 | 0 | -65,651 | $3,040,933 | $0 | -$3,040,933 | 2026-01-23 |
|---|
| Q4 2025 | SPYG
SPDR SERIES TRUST | | PRTFLO S&P500 GW | 22,044 | 0 | -22,044 | $2,303,847 | $0 | -$2,303,847 | 2026-01-23 |
|---|
| Q4 2025 | SPMD
SPDR SERIES TRUST | | PORTFOLIO S&P400 | 31,389 | 0 | -31,389 | $1,795,151 | $0 | -$1,795,151 | 2026-01-23 |
|---|
| Q4 2025 | SPSB
SPDR SERIES TRUST | | PORTFOLIO SHORT | 56,843 | 0 | -56,843 | $1,721,762 | $0 | -$1,721,762 | 2026-01-23 |
|---|
| Q4 2025 | SLYV
SPDR SERIES TRUST | | S&P 600 SMCP VAL | 14,557 | 0 | -14,557 | $1,290,505 | $0 | -$1,290,505 | 2026-01-23 |
|---|
| Q4 2025 | XLU
SELECT SECTOR SPDR TR | | SBI INT-UTILS | 11,051 | 0 | -11,051 | $963,778 | $0 | -$963,778 | 2026-01-23 |
|---|
| Q4 2025 | SPIB
SPDR SERIES TRUST | | PORTFOLIO INTRMD | 23,195 | 0 | -23,195 | $786,079 | $0 | -$786,079 | 2026-01-23 |
|---|
| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 2,356 | 0 | -2,356 | $664,090 | $0 | -$664,090 | 2026-01-23 |
|---|
| Q4 2025 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 3,901 | 0 | -3,901 | $542,878 | $0 | -$542,878 | 2026-01-23 |
|---|
| Q4 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 9,779 | 0 | -9,779 | $526,815 | $0 | -$526,815 | 2026-01-23 |
|---|
| Q4 2025 | SPDG
SPDR SERIES TRUST | | SPDR PORTFOLIO S | 12,192 | 0 | -12,192 | $490,100 | $0 | -$490,100 | 2026-01-23 |
|---|
| Q4 2025 | MDYV
SPDR SERIES TRUST | | S&P 400 MDCP VAL | 5,763 | 0 | -5,763 | $480,710 | $0 | -$480,710 | 2026-01-23 |
|---|
| Q4 2025 | SLYG
SPDR SERIES TRUST | | S&P 600 SMCP GRW | 3,906 | 0 | -3,906 | $368,412 | $0 | -$368,412 | 2026-01-23 |
|---|
| Q4 2025 | XLB
SELECT SECTOR SPDR TR | | SBI MATERIALS | 4,092 | 0 | -4,092 | $366,725 | $0 | -$366,725 | 2026-01-23 |
|---|
| Q4 2025 | SJNK
SPDR SERIES TRUST | | BLOOMBERG SHT TE | 13,301 | 0 | -13,301 | $340,514 | $0 | -$340,514 | 2026-01-23 |
|---|
| Q4 2025 | XLI
SELECT SECTOR SPDR TR | | INDL | 2,097 | 0 | -2,097 | $323,420 | $0 | -$323,420 | 2026-01-23 |
|---|
| Q4 2025 | KOMP
SPDR SERIES TRUST | | S&P KENSHO NEW | 4,430 | 0 | -4,430 | $275,812 | $0 | -$275,812 | 2026-01-23 |
|---|
| Q4 2025 | BLOK
AMPLIFY ETF TR | | BLOCKCHAIN LDR | 3,775 | 0 | -3,775 | $253,076 | $0 | -$253,076 | 2026-01-23 |
|---|
| Q4 2025 | XLC
SELECT SECTOR SPDR TR | | COMMUNICATION | 2,100 | 0 | -2,100 | $248,577 | $0 | -$248,577 | 2026-01-23 |
|---|
| Q4 2025 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 2,681 | 0 | -2,681 | $239,534 | $0 | -$239,534 | 2026-01-23 |
|---|
| Q4 2025 | XAR
SPDR SERIES TRUST | | AEROSPACE DEF | 980 | 0 | -980 | $230,261 | $0 | -$230,261 | 2026-01-23 |
|---|
| Q4 2025 | IHF
ISHARES TR | | US HLTHCR PR ETF | 4,265 | 0 | -4,265 | $210,656 | $0 | -$210,656 | 2026-01-23 |
|---|
| Q4 2025 | IJS
ISHARES TR | | SP SMCP600VL ETF | 1,849 | 0 | -1,849 | $204,494 | $0 | -$204,494 | 2026-01-23 |
|---|
| Q4 2025 | SCHY
SCHWAB STRATEGIC TR | | INTERNL DIVID | 7,165 | 0 | -7,165 | $200,190 | $0 | -$200,190 | 2026-01-23 |
|---|
| Q3 2025 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 1,208 | 0 | -1,208 | $213,457 | $0 | -$213,457 | 2025-10-20 |
|---|
| Q2 2025 | SUSA
ISHARES TR | | MSCI USA ESG SLC | 4,918 | 0 | -4,918 | $564,931 | $0 | -$564,931 | 2025-07-16 |
|---|
| Q2 2025 | VHT
VANGUARD WORLD FD | | HEALTH CAR ETF | 774 | 0 | -774 | $204,901 | $0 | -$204,901 | 2025-07-16 |
|---|
| Q1 2025 | RWJ
INVESCO EXCH TRADED FD TR II | | S&P SMALLCAP 600 | 4,965 | 0 | -4,965 | $227,198 | $0 | -$227,198 | 2025-04-25 |
|---|
| Q1 2025 | XHE
SPDR SER TR | | HLTH CR EQUIP | 2,475 | 0 | -2,475 | $219,062 | $0 | -$219,062 | 2025-04-25 |
|---|
| Q4 2024 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 2,119 | 0 | -2,119 | $795,430 | $0 | -$795,430 | 2025-01-15 |
|---|
| Q4 2024 | INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J833 | United States | BULSHS 2024 HY | 12,094 | 0 | -12,094 | $274,787 | $0 | -$274,787 | 2025-01-15 |
|---|
| Q4 2024 | VHT
VANGUARD WORLD FD | | HEALTH CAR ETF | 774 | 0 | -774 | $218,423 | $0 | -$218,423 | 2025-01-15 |
|---|
| Q4 2024 | IQLT
ISHARES TR | | MSCI INTL QUALTY | 5,216 | 0 | -5,216 | $216,412 | $0 | -$216,412 | 2025-01-15 |
|---|
| Q3 2024 | JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT INC | 189,694 | 0 | -189,694 | $9,573,832 | $0 | -$9,573,832 | 2024-10-15 |
|---|
| Q2 2024 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 4,479 | 0 | -4,479 | $224,711 | $0 | -$224,711 | 2024-08-13 |
|---|
| Q2 2024 | ARKF
ARK ETF TR | | FINTECH INNOVA | 7,299 | 0 | -7,299 | $221,379 | $0 | -$221,379 | 2024-08-13 |
|---|
| Q1 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 14,346 | 0 | -14,346 | $5,875,586 | $0 | -$5,875,586 | 2024-08-13 |
|---|
| Q4 2023 | RFG
INVESCO EXCHANGE TRADED FD T | | S&P MDCP400 PR | 2,800 | 0 | -2,800 | $436,604 | $0 | -$436,604 | 2024-08-13 |
|---|
| Q3 2023 | XLI
SELECT SECTOR SPDR TR | | SBI INT-INDS | 2,400 | 0 | -2,400 | $257,568 | $0 | -$257,568 | 2024-08-13 |
|---|
| Q3 2023 | XHE
SPDR SER TR | | HLTH CR EQUIP | 2,501 | 0 | -2,501 | $246,098 | $0 | -$246,098 | 2024-08-13 |
|---|
| Q3 2023 | IQLT
ISHARES TR | | MSCI INTL QUALTY | 5,663 | 0 | -5,663 | $201,633 | $0 | -$201,633 | 2024-08-13 |
|---|
| Q2 2023 | SPDR SER TR
CUSIP 78464A813 | | S&P 600 SML CAP | 4,340 | 0 | -4,340 | $364,690 | $0 | -$364,690 | 2024-08-13 |
|---|
| Q1 2023 | XMMO
INVESCO EXCHANGE TRADED FD T | | S&P MDCP MOMNTUM | 3,190 | 0 | -3,190 | $240,207 | $0 | -$240,207 | 2024-08-13 |
|---|
| Q1 2023 | VHT
VANGUARD WORLD FDS | | HEALTH CAR ETF | 808 | 0 | -808 | $200,424 | $0 | -$200,424 | 2024-08-13 |
|---|
| Q3 2022 | SPDR SER TR
CUSIP 78464A813 | | S&P 600 SML CAP | 2,575 | 0 | -2,575 | $206,206 | $0 | -$206,206 | 2024-08-13 |
|---|
| Q2 2022 | ARKK
ARK ETF TR | | INNOVATION ETF | 3,905 | 0 | -3,905 | $258,862 | $0 | -$258,862 | 2024-08-13 |
|---|
| Q2 2022 | ARKF
ARK ETF TR | | FINTECH INNOVA | 8,634 | 0 | -8,634 | $250,818 | $0 | -$250,818 | 2024-08-13 |
|---|
| Q2 2022 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 837 | 0 | -837 | $240,721 | $0 | -$240,721 | 2024-08-13 |
|---|
| Q2 2022 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 835 | 0 | -835 | $231,821 | $0 | -$231,821 | 2024-08-13 |
|---|
| Q2 2022 | XLI
SELECT SECTOR SPDR TR | | SBI INT-INDS | 2,225 | 0 | -2,225 | $229,131 | $0 | -$229,131 | 2024-08-13 |
|---|
| Q2 2022 | VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 2,883 | 0 | -2,883 | $225,168 | $0 | -$225,168 | 2024-08-13 |
|---|
| Q2 2022 | INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J833 | United States | BULSHS 2024 HY | 9,050 | 0 | -9,050 | $215,571 | $0 | -$215,571 | 2024-08-13 |
|---|
| Q2 2022 | IBB
ISHARES TR | | ISHARES BIOTECH | 1,650 | 0 | -1,650 | $215,026 | $0 | -$215,026 | 2024-08-13 |
|---|
| Q2 2022 | IQLT
ISHARES TR | | MSCI INTL QUALTY | 5,600 | 0 | -5,600 | $206,472 | $0 | -$206,472 | 2024-08-13 |
|---|
| Q1 2022 | SPMB
SPDR SER TR | | PORTFLI MORTGAGE | 69,935 | 0 | -69,935 | $1,774,962 | $0 | -$1,774,962 | 2024-08-13 |
|---|
| Q1 2022 | IWP
ISHARES TR | | RUS MD CP GR ETF | 4,888 | 0 | -4,888 | $563,195 | $0 | -$563,195 | 2024-08-13 |
|---|
| Q1 2022 | NULG
NUSHARES ETF TR | | NUVEEN ESG LRGCP | 3,440 | 0 | -3,440 | $235,881 | $0 | -$235,881 | 2024-08-13 |
|---|
| Q1 2022 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 575 | 0 | -575 | $208,909 | $0 | -$208,909 | 2024-08-13 |
|---|
| Q1 2022 | VHT
VANGUARD WORLD FDS | | HEALTH CAR ETF | 783 | 0 | -783 | $208,607 | $0 | -$208,607 | 2024-08-13 |
|---|
| Q1 2022 | JMST
J P MORGAN EXCHANGE-TRADED F | | ULTRA SHT MUNCPL | 3,950 | 0 | -3,950 | $201,687 | $0 | -$201,687 | 2024-08-13 |
|---|
| Q1 2022 | EFAV
ISHARES TR | | MSCI EAFE MIN VL | 2,614 | 0 | -2,614 | $200,708 | $0 | -$200,708 | 2024-08-13 |
|---|