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Meridian Financial’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Meridian Financial’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$356K Hold
3,686
– – 0.19% 97
2025
Q4 		$347K Sell
3,686
-220
-6% -$20.8K 0.19% 96
2025
Q3 		$368K Sell
3,906
-125
-3% -$11.5K 0.21% 89
2025
Q2 		$358K Buy
4,031
+173
+4% +$14.5K 0.23% 86
2025
Q1 		$320K Buy
3,858
+111
+3% +$9.91K 0.22% 87
2024
Q4 		$339K Sell
3,747
-30
-0.8% -$2.84K 0.23% 79
2024
Q3 		$352K Buy
3,777
+193
+5% +$17.4K 0.23% 82
2024
Q2 		$308K Buy
3,584
+687
+24% +$58.7K 0.22% 88
2024
Q1 		$253K Buy
2,897
+400
+16% +$33.3K 0.19% 103
2023
Q4 		$209K Buy
+2,497
New +$187K 0.16% 110

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Meridian Financial's SLYG Position: Q1 2026 in Review

Meridian Financial held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q1 2026 at 3,686 shares worth $356K. The position accounts for 0.19% of the portfolio, ranked #97.

Meridian Financial first reported a position in SLYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $368K in Q3 2025. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Meridian Financial held 3,686 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $356K as of Q1 2026.
  • Meridian Financial left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.19% of Meridian Financial's portfolio in Q1 2026, its #97 holding.
  • Meridian Financial first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Meridian Financial's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $368K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Meridian Financial's 13F filing for Q1 2026, filed 21 Apr 2026.