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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Sell	3,376 -87	-3%	-$8.41K	0.04%	106
2025 Q4	$315K	Sell	3,463 -74	-2%	-$6.65K	0.04%	108
2025 Q3	$314K	Hold	3,537	–	–	0.05%	99
2025 Q2	$282K	Sell	3,537 -137	-4%	-$10.4K	0.05%	98
2025 Q1	$288K	Sell	3,674 -250	-6%	-$21.2K	0.06%	90
2024 Q4	$342K	Buy	3,924 +89	+2%	+$7.95K	0.07%	83
2024 Q3	$333K	Sell	3,835 -163	-4%	-$13.6K	0.07%	82
2024 Q2	$313K	Sell	3,998 -57	-1%	-$4.53K	0.07%	78
2024 Q1	$336K	Sell	4,055 -166	-4%	-$13.3K	0.08%	74
2023 Q4	$352K	Sell	4,221 -803	-16%	-$59.4K	0.09%	71
2023 Q3	$364K	Sell	5,024 -748	-13%	-$57.8K	0.1%	67
2023 Q2	$446K	Buy	5,772 +410	+8%	+$30.5K	0.12%	65
2023 Q1	$408K	Buy	5,362 +320	+6%	+$25.4K	0.12%	63
2022 Q4	$374K	Buy	5,042 +81	+2%	+$6.08K	0.12%	67
2022 Q3	$333K	Buy	4,961 +29	+0.6%	+$2.18K	0.12%	67
2022 Q2	$357K	Sell	4,932 -948	-16%	-$74K	0.12%	63
2022 Q1	$490K	Buy	+5,880	New	+$487K	0.17%	53
2021 Q4	–	Sell	-5,267	Closed	-$432K	–	108
2021 Q3	$432K	Buy	5,267 +289	+6%	+$23.7K	0.16%	51
2021 Q2	$427K	Buy	4,978 +249	+5%	+$21.2K	0.17%	52
2021 Q1	$388K	Sell	4,729 -674	-12%	-$51.9K	0.16%	53
2020 Q4	$358K	Buy	5,403 +48	+0.9%	+$2.85K	0.16%	50
2020 Q3	$268K	Sell	5,355 -522	-9%	-$26.8K	0.15%	55
2020 Q2	$289K	Sell	5,877 -10,275	-64%	-$471K	0.17%	53
2020 Q1	$660K	Buy	16,152 +760	+5%	+$43K	0.48%	33
2019 Q4	$1.01M	Buy	+15,392	New	+$974K	0.65%	28