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Meredith Wealth Planning’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Meredith Wealth Planning’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.42M Buy
31,354
+268
+0.9% +$27.6K 0.81% 19
2026
Q1 		$2.94M Buy
31,086
+656
+2% +$63.4K 0.8% 20
2025
Q4 		$2.77M Sell
30,430
-125
-0.4% -$11.2K 0.82% 20
2025
Q3 		$2.71M Buy
30,555
+159
+0.5% +$13.5K 0.86% 20
2025
Q2 		$2.42M Buy
30,396
+5,408
+22% +$410K 0.88% 18
2025
Q1 		$1.96M Buy
24,988
+539
+2% +$45.7K 0.86% 20
2024
Q4 		$2.13M Buy
24,449
+614
+3% +$54.9K 0.95% 18
2024
Q3 		$2.07M Buy
23,835
+232
+1% +$19.4K 0.99% 15
2024
Q2 		$1.85M Buy
23,603
+206
+0.9% +$16.4K 0.97% 15
2024
Q1 		$1.94M Buy
23,397
+141
+0.6% +$11.3K 1.08% 11
2023
Q4 		$1.94M Buy
23,256
+861
+4% +$63.7K 1.2% 11
2023
Q3 		$1.62M Buy
22,395
+3,295
+17% +$255K 1.2% 11
2023
Q2 		$1.47M Sell
19,100
-4,263
-18% -$317K 1.2% 11
2023
Q1 		$1.78M Buy
23,363
+11
+0% +$874 1.43% 11
2022
Q4 		$1.73M Buy
+23,352
New +$1.75M 1.49% 11

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Meredith Wealth Planning's SLYV Position: Q2 2026 in Review

Meredith Wealth Planning increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.86% in Q2 2026, buying an estimated $27.6K and bringing the position to 31,354 shares worth $3.42M. The position accounts for 0.81% of the portfolio, ranked #19.

Meredith Wealth Planning first reported a position in SLYV in Q4 2022 and has held it in 15 quarters since. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Meredith Wealth Planning held 31,354 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.42M as of Q2 2026.
  • Meredith Wealth Planning bought 268 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $27.6K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.81% of Meredith Wealth Planning's portfolio in Q2 2026, its #19 holding.
  • Meredith Wealth Planning first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.