Ownership history in Meredith Wealth Planning · 13 quarters on record
This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in SPDR SER TR (SLYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 30,430 | -125 | -0.4% | 0.82% | $2.8M | $90.97 |
| 2025 Q3 | ADDED | 30,555 | +159 | +0.5% | 0.86% | $2.7M | $88.09 |
| 2025 Q2 | ADDED | 30,396 | +5,408 | +21.6% | 0.88% | $2.4M | $78.85 |
| 2025 Q1 | ADDED | 24,988 | +539 | +2.2% | 0.86% | $2.0M | $77.07 |
| 2024 Q4 | ADDED | 24,449 | +614 | +2.6% | 0.95% | $2.1M | $85.39 |
| 2024 Q3 | ADDED | 23,835 | +232 | +1.0% | 0.99% | $2.1M | $84.31 |
| 2024 Q2 | ADDED | 23,603 | +206 | +0.9% | 0.97% | $1.8M | $75.65 |
| 2024 Q1 | ADDED | 23,397 | +141 | +0.6% | 1.08% | $1.9M | $79.62 |
| 2023 Q4 | ADDED | 23,256 | +861 | +3.8% | 1.20% | $1.9M | $79.59 |
| 2023 Q3 | ADDED | 22,395 | +3,295 | +17.3% | 1.20% | $1.6M | $68.62 |
As of 2025 Q4 — sorted by position size