Merriman Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 115,543 shares of SLYV stock, worth $9.84 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

115,543

Previous 116,841 1.11%

Holding current value

$9.84 Million

Previous $10.1 Million 0.62%

% of portfolio

0.44%

Previous 0.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$84.34 - $95.14 $109,473 - $123,491	-1,298 Reduced 1.11%	115,543 $10.1 Million
Q3 2024 Nov 12, 2024	BUY	$77.23 - $87.97 $9.02 Million - $10.3 Million	116,841 New	116,841 $10.1 Million
Q3 2022 Oct 26, 2022	SELL	$67.14 - $82.32 $3.68 Million - $4.52 Million	-54,862 Reduced 75.91%	17,413 $1.17 Million
Q2 2022 Jul 29, 2022	BUY	$70.38 - $84.1 $5.09 Million - $6.08 Million	72,275 New	72,275 $0
Q1 2020 Apr 22, 2020	SELL	$35.74 - $66.24 $660,475 - $1.22 Million	-18,480 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$58.81 - $66.14 $291,991 - $328,385	4,965 Added 36.74%	18,480 $1.21 Million
Q3 2019 Oct 18, 2019	BUY	$60.53 - $63.24 $295,810 - $309,053	4,887 Added 56.64%	13,515 $828,000
Q2 2019 Jul 31, 2019	BUY	N/A	8,628 New	8,628 $5.25 Million

Others Institutions Holding SLYV

# of Institutions

629

Shares Held

31.6M

Call Options Held

6.4K

Put Options Held

600

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Merriman Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History