Tobias Financial Advisors’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
18,571
-372
| -2% | -$33K | 0.28% | 52 |
|
|
2025
Q1 | $1.57M | Sell |
18,943
-164
| -0.9% | -$13.6K | 0.31% | 45 |
|
|
2024
Q4 | $1.73M | Sell |
19,107
-328
| -2% | -$29.6K | 0.35% | 43 |
|
|
2024
Q3 | $1.81M | Sell |
19,435
-59
| -0.3% | -$5.49K | 0.36% | 40 |
|
|
2024
Q2 | $1.67M | Sell |
19,494
-530
| -3% | -$45.5K | 0.36% | 41 |
|
|
2024
Q1 | $1.75M | Sell |
20,024
-68
| -0.3% | -$5.93K | 0.4% | 41 |
|
|
2023
Q4 | $1.68M | Sell |
20,092
-785
| -4% | -$65.6K | 0.41% | 39 |
|
|
2023
Q3 | $1.53M | Sell |
20,877
-1,184
| -5% | -$86.8K | 0.4% | 45 |
|
|
2023
Q2 | $1.7M | Sell |
22,061
-51
| -0.2% | -$3.93K | 0.46% | 41 |
|
|
2023
Q1 | $1.63M | Sell |
22,112
-415
| -2% | -$30.6K | 0.48% | 39 |
|
|
2022
Q4 | $1.63M | Buy |
22,527
+1,621
| +8% | +$117K | 0.53% | 39 |
|
|
2022
Q3 | $1.42M | Sell |
20,906
-3,759
| -15% | -$256K | 0.5% | 38 |
|
|
2022
Q2 | $1.74M | Buy |
24,665
+8,050
| +48% | +$568K | 0.58% | 39 |
|
|
2022
Q1 | $1.39M | Buy |
+16,615
| New | +$1.39M | 0.48% | 41 |
|
|
2021
Q4 | – | Sell |
-16,299
| Closed | -$1.42M | – | 107 |
|
|
2021
Q3 | $1.42M | Buy |
16,299
+148
| +0.9% | +$12.9K | 0.53% | 37 |
|
|
2021
Q2 | $1.43M | Buy |
16,151
+17
| +0.1% | +$1.51K | 0.57% | 38 |
|
|
2021
Q1 | $1.39M | Sell |
16,134
-212
| -1% | -$18.2K | 0.59% | 38 |
|
|
2020
Q4 | $1.25M | Buy |
16,346
+96
| +0.6% | +$7.33K | 0.57% | 34 |
|
|
2020
Q3 | $959K | Sell |
16,250
-110
| -0.7% | -$6.49K | 0.53% | 35 |
|
|
2020
Q2 | $929K | Buy |
+16,360
| New | +$929K | 0.55% | 33 |
|
|
2020
Q1 | – | Sell |
-2,814
| Closed | -$181K | – | 240 |
|
|
2019
Q4 | $181K | Buy |
+2,814
| New | +$181K | 0.12% | 57 |
|