Meridian Financial’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Meridian Financial’s Portfolio SLY Stock Details SLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,340	Closed	-$365K	–	101
2023 Q1	$365K	Buy	4,340 +699	+19%	+$60.6K	0.35%	57
2022 Q4	$299K	Buy	+3,641	New	+$303K	0.32%	64
2022 Q3	–	Sell	-2,575	Closed	-$206K	–	90
2022 Q2	$206K	Hold	2,575	–	–	0.23%	86
2022 Q1	$241K	Hold	2,575	–	–	0.25%	78
2021 Q4	$256K	Buy	+2,575	New	+$255K	0.24%	79

Other funds holding SLY

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Meridian Financial's SLY Position: Q2 2023 in Review

Meridian Financial sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2023, closing a stake of 4,340 shares — an estimated $365K sold.

Meridian Financial first reported a position in SLY in Q4 2021 and held it in 5 quarters. The position peaked at $365K in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Meridian Financial reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2023 after selling out during the quarter.
Meridian Financial sold 4,340 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $365K.
Meridian Financial first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2021 and held it in 5 quarters.
Meridian Financial's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $365K in Q1 2023.
3 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q2 2023.

Based on Meridian Financial's 13F filing for Q2 2023, filed 13 Aug 2024.