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

Merit Financial Group’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 		$722K Sell
6,613
-1,640
-20% -$169K ﹤0.01% 1269
2026
Q1 		$781K Sell
8,253
-625
-7% -$60.4K 0.01% 1113
2025
Q4 		$808K Sell
8,878
-1,740
-16% -$156K 0.01% 1040
2025
Q3 		$941K Sell
10,618
-3,167
-23% -$270K 0.01% 890
2025
Q2 		$1.1M Sell
13,785
-6,169
-31% -$468K 0.01% 744
2025
Q1 		$1.56M Buy
19,954
+6,472
+48% +$549K 0.02% 500
2024
Q4 		$1.18M Buy
13,482
+87
+0.6% +$7.77K 0.02% 468
2024
Q3 		$1.16M Buy
13,395
+9,888
+282% +$828K 0.03% 385
2024
Q2 		$275K Sell
3,507
-793
-18% -$63K 0.01% 755
2024
Q1 		$343K Sell
4,300
-3,185
-43% -$255K 0.01% 661
2023
Q4 		$624K Sell
7,485
-70,728
-90% -$5.23M 0.02% 436
2023
Q3 		$5.66M Buy
78,213
+2,428
+3% +$188K 0.19% 85
2023
Q2 		$5.85M Buy
+75,785
New +$5.64M 0.19% 80

Other funds holding SLYV

GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM

Merit Financial Group's SLYV Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 20% in Q2 2026, selling an estimated $169K and leaving 6,613 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Merit Financial Group first reported a position in SLYV in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.85M in Q2 2023. 117 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Merit Financial Group held 6,613 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $722K as of Q2 2026.
  • Merit Financial Group sold 1,640 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $169K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1269 holding.
  • Merit Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Merit Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.85M in Q2 2023.
  • 117 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.