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

Merriman 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
2024 Q4	$10.1M	Sell	115,543 -1,298	-1%	-$116K	0.42%	32
2024 Q3	$10.1M	Buy	+116,841	New	+$9.78M	0.41%	30
2022 Q4	–	Sell	-17,413	Closed	-$1.17M	–	226
2022 Q3	$1.17M	Sell	17,413 -54,862	-76%	-$4.13M	0.08%	55
2022 Q2	$5.23M	Buy	+72,275	New	+$5.64M	0.37%	27
2020 Q1	–	Sell	-18,480	Closed	-$1.21M	–	197
2019 Q4	$1.21M	Buy	18,480 +4,965	+37%	+$314K	0.23%	80
2019 Q3	$828K	Buy	13,515 +4,887	+57%	+$293K	0.17%	97
2019 Q2	$5.25K	Buy	+8,628	New	+$523K	0.1%	122

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Merriman Wealth Management's SLYV Position: Q4 2024 in Review

Merriman Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.1% in Q4 2024, selling an estimated $116K and leaving 115,543 shares worth $10.1M. The position accounts for 0.42% of the portfolio, ranked #32.

Merriman Wealth Management first reported a position in SLYV in Q2 2019 and has held it in 7 quarters since. The position peaked at $10.1M in Q3 2024. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

Merriman Wealth Management held 115,543 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $10.1M as of Q4 2024.
Merriman Wealth Management sold 1,298 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2024, an estimated $116K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.42% of Merriman Wealth Management's portfolio in Q4 2024, its #32 holding.
Merriman Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2019 and has held it in 7 quarters since.
Merriman Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $10.1M in Q3 2024.
583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.