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

Meridian Wealth Management’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	$409K	Sell	4,006 -486	-11%	-$52.6K	0.01%	589
2026 Q2	$490K	Sell	4,492 -138	-3%	-$14.2K	0.02%	547
2026 Q1	$438K	Buy	4,630 +196	+4%	+$18.9K	0.02%	547
2025 Q4	$403K	Buy	4,434 +643	+17%	+$57.8K	0.01%	548
2025 Q3	$336K	Sell	3,791 -65	-2%	-$5.54K	0.01%	561
2025 Q2	$308K	Sell	3,856 -1,146	-23%	-$86.9K	0.01%	556
2025 Q1	$392K	Sell	5,002 -3	-0.1%	-$254	0.02%	468
2024 Q4	$437K	Buy	5,005 +479	+11%	+$42.8K	0.02%	438
2024 Q3	$393K	Sell	4,526 -578	-11%	-$48.4K	0.02%	465
2024 Q2	$400K	Buy	+5,104	New	+$405K	0.05%	199
2024 Q1	–	Sell	-5,648	Closed	-$470K	–	471
2023 Q4	$470K	Buy	5,648 +1,020	+22%	+$75.4K	0.03%	395
2023 Q3	$335K	Sell	4,628 -629	-12%	-$48.6K	0.02%	435
2023 Q2	$406K	Buy	5,257 +9	+0.2%	+$669	0.03%	367
2023 Q1	$400K	Sell	5,248 -14	-0.3%	-$1.11K	0.03%	359
2022 Q4	$391K	Sell	5,262 -208	-4%	-$15.6K	0.04%	355
2022 Q3	$367K	Sell	5,470 -308	-5%	-$23.2K	0.04%	327
2022 Q2	$418K	Buy	+5,778	New	+$451K	0.03%	387
2018 Q1	–	Sell	-6,000	Closed	-$379K	–	199
2017 Q4	$379K	Hold	6,000	–	–	0.23%	104
2017 Q3	$379K	Buy	+6,000	New	+$357K	0.24%	98

Other funds holding SLYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Meridian Wealth Management's SLYV Position: Q3 2026 in Review

Meridian Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 11% in Q3 2026, selling an estimated $52.6K and leaving 4,006 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #589.

Meridian Wealth Management first reported a position in SLYV in Q3 2017 and has held it in 19 quarters since. The position peaked at $490K in Q2 2026. 378 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Meridian Wealth Management held 4,006 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $409K as of Q3 2026.
Meridian Wealth Management sold 486 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $52.6K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Meridian Wealth Management's portfolio in Q3 2026, its #589 holding.
Meridian Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2017 and has held it in 19 quarters since.
Meridian Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $490K in Q2 2026.
378 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.