Tobias Financial Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.55M	Sell	16,017 -1,941	-11%	-$192K	0.22%	54
2025 Q4	$1.69M	Sell	17,958 -383	-2%	-$36.2K	0.24%	54
2025 Q3	$1.73M	Sell	18,341 -230	-1%	-$21.2K	0.26%	53
2025 Q2	$1.65M	Sell	18,571 -372	-2%	-$31.1K	0.28%	52
2025 Q1	$1.57M	Sell	18,943 -164	-0.9%	-$14.6K	0.31%	45
2024 Q4	$1.73M	Sell	19,107 -328	-2%	-$31K	0.35%	43
2024 Q3	$1.81M	Sell	19,435 -59	-0.3%	-$5.32K	0.36%	40
2024 Q2	$1.67M	Sell	19,494 -530	-3%	-$45.3K	0.36%	41
2024 Q1	$1.75M	Sell	20,024 -68	-0.3%	-$5.67K	0.4%	41
2023 Q4	$1.68M	Sell	20,092 -785	-4%	-$58.9K	0.41%	39
2023 Q3	$1.53M	Sell	20,877 -1,184	-5%	-$91.3K	0.4%	45
2023 Q2	$1.7M	Sell	22,061 -51	-0.2%	-$3.73K	0.46%	41
2023 Q1	$1.63M	Sell	22,112 -415	-2%	-$31.3K	0.48%	39
2022 Q4	$1.63M	Buy	22,527 +1,621	+8%	+$119K	0.53%	39
2022 Q3	$1.42M	Sell	20,906 -3,759	-15%	-$282K	0.5%	38
2022 Q2	$1.74M	Buy	24,665 +8,050	+48%	+$611K	0.58%	39
2022 Q1	$1.39M	Buy	+16,615	New	+$1.4M	0.48%	41
2021 Q4	–	Sell	-16,299	Closed	-$1.42M	–	107
2021 Q3	$1.42M	Buy	16,299 +148	+0.9%	+$13.1K	0.53%	37
2021 Q2	$1.43M	Buy	16,151 +17	+0.1%	+$1.48K	0.57%	38
2021 Q1	$1.39M	Sell	16,134 -212	-1%	-$18K	0.59%	38
2020 Q4	$1.25M	Buy	16,346 +96	+0.6%	+$6.55K	0.57%	34
2020 Q3	$959K	Sell	16,250 -110	-0.7%	-$6.57K	0.53%	35
2020 Q2	$929K	Buy	+16,360	New	+$853K	0.55%	33
2020 Q1	–	Sell	-2,814	Closed	-$181K	–	240
2019 Q4	$181K	Buy	+2,814	New	+$174K	0.12%	57

Other funds holding SLYG