MF
SLYV icon

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

Meridian Financial’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 		$1.55M Hold
14,171
– – 0.74% 34
2026
Q1 		$1.34M Hold
14,171
– – 0.73% 34
2025
Q4 		$1.29M Sell
14,171
-386
-3% -$34.7K 0.7% 32
2025
Q3 		$1.29M Sell
14,557
-592
-4% -$50.4K 0.73% 30
2025
Q2 		$1.21M Buy
15,149
+162
+1% +$12.3K 0.78% 30
2025
Q1 		$1.18M Buy
14,987
+385
+3% +$32.7K 0.82% 29
2024
Q4 		$1.27M Buy
14,602
+603
+4% +$53.9K 0.88% 28
2024
Q3 		$1.22M Buy
13,999
+203
+1% +$17K 0.81% 28
2024
Q2 		$1.08M Buy
13,796
+1,594
+13% +$127K 0.78% 29
2024
Q1 		$1.01M Buy
12,202
+1,495
+14% +$120K 0.76% 28
2023
Q4 		$892K Buy
10,707
+39
+0.4% +$2.88K 0.7% 29
2023
Q3 		$772K Buy
10,668
+851
+9% +$65.8K 0.72% 31
2023
Q2 		$758K Buy
9,817
+335
+4% +$24.9K 0.68% 31
2023
Q1 		$722K Buy
9,482
+501
+6% +$39.8K 0.7% 31
2022
Q4 		$667K Buy
8,981
+507
+6% +$38K 0.7% 33
2022
Q3 		$569K Buy
8,474
+200
+2% +$15K 0.66% 36
2022
Q2 		$599K Hold
8,274
– – 0.67% 33
2022
Q1 		$689K Hold
8,274
– – 0.72% 34
2021
Q4 		$701K Buy
+8,274
New +$707K 0.65% 36

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

Meridian Financial's SLYV Position: Q2 2026 in Review

Meridian Financial held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 14,171 shares worth $1.55M. The position accounts for 0.74% of the portfolio, ranked #34.

Meridian Financial first reported a position in SLYV in Q4 2021 and has held it in 19 quarters since. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Meridian Financial held 14,171 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.55M as of Q2 2026.
  • Meridian Financial left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.74% of Meridian Financial's portfolio in Q2 2026, its #34 holding.
  • Meridian Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 19 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 Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.