Meredith Wealth Planning Spdr S&P 600 Small Cap Value E Transaction History

Meredith Wealth Planning

$275 Billion
Q2 2025

A detailed history of Meredith Wealth Planning transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Meredith Wealth Planning holds 30,396 shares of SLYV stock, worth $2.67 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

30,396

Previous 24,988 21.64%

Holding current value

$2.67 Million

Previous $1.96 Billion 23.75%

% of portfolio

0.88%

Previous 0.86%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$67.03 - $80.35 $362,498 - $434,532	5,408 Added 21.64%	30,396 $2.42 Billion
Q1 2025 May 07, 2025	BUY	$77.33 - $90.16 $41,680 - $48,596	539 Added 2.2%	24,988 $1.96 Billion
Q4 2024 Jan 31, 2025	BUY	$84.34 - $95.14 $51,784 - $58,415	614 Added 2.58%	24,449 $2.13 Billion
Q3 2024 Oct 18, 2024	BUY	$77.23 - $87.97 $17,917 - $20,409	232 Added 0.98%	23,835 $2.07 Billion
Q2 2024 Jul 24, 2024	BUY	$76.01 - $82.53 $15,658 - $17,001	206 Added 0.88%	23,603 $1.85 Billion
Q1 2024 Apr 23, 2024	BUY	$77.43 - $82.98 $10,917 - $11,700	141 Added 0.61%	23,397 $1.94 Billion
Q4 2023 Jan 25, 2024	BUY	$66.67 - $84.55 $57,402 - $72,797	861 Added 3.84%	23,256 $1.94 Billion
Q3 2023 Oct 16, 2023	BUY	$71.19 - $81.84 $234,571 - $269,662	3,295 Added 17.25%	22,395 $1.62 Billion
Q2 2023 Jul 14, 2023	SELL	$71.23 - $78.02 $303,653 - $332,599	-4,263 Reduced 18.25%	19,100 $1.47 Billion
Q1 2023 Apr 24, 2023	BUY	$72.3 - $86.64 $795 - $953	11 Added 0.05%	23,363 $1.78 Billion
Q4 2022 Feb 01, 2023	BUY	$68.86 - $79.8 $1.61 Million - $1.86 Million	23,352 New	23,352 $1.73 Billion

Others Institutions Holding SLYV

# of Institutions

614

Shares Held

33.3M

Call Options Held

Put Options Held

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About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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Meredith Wealth Planning Spdr S&P 600 Small Cap Value E Transaction History