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 Q3	$1.43M	Sell	14,007 -164	-1%	-$17.8K	0.67%	35
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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Wrenne Financial Planning Lexington, Kentucky $303M AUM 11.43% 1-Year Est. Return

Meridian Financial's SLYV Position: Q3 2026 in Review

Meridian Financial reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.2% in Q3 2026, selling an estimated $17.8K and leaving 14,007 shares worth $1.43M. The position accounts for 0.67% of the portfolio, ranked #35.

Meridian Financial first reported a position in SLYV in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.55M in Q2 2026. 273 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Meridian Financial held 14,007 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.43M as of Q3 2026.
Meridian Financial sold 164 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $17.8K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.67% of Meridian Financial's portfolio in Q3 2026, its #35 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 20 quarters since.
Meridian Financial's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.55M in Q2 2026.
273 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.