Meredith Wealth Planning Spdr S&P 600 Small Cap Value E Transaction History
Meredith Wealth Planning
- $336 Billion
- Q4 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 30,430 shares of SLYV stock, worth $2.69 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
30,430
Previous 30,555
0.41%
Holding current value
$2.69 Million
Previous $2.71 Billion
2.2%
% of portfolio
0.82%
Previous 0.86%
Shares
13 transactions
Others Institutions Holding SLYV
# of Institutions
640Shares Held
33.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.51MShares$487 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.27MShares$201 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$106 Million0.2% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA994KShares$87.8 Million12.61% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.6 Million3.84% of portfolio