Meredith Wealth Planning

SEC CIK: 0001956471
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Meredith Wealth Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overview All 13F holders of SPY Full Q2 2026 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of SPY by Meredith Wealth Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−1,127−100.0%	Sold out	Holders
Q1 2023	1,127	$461.4K	0.4%	−12−1.1%	Reduced	Holders
Q4 2022	1,139	$435.6K	0.4%	–	No prior filing	Holders