Tobias Financial Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $342K | Buy |
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|
2024
Q3 | $333K | Sell |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | $408K | Buy |
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|
2022
Q4 | $374K | Buy |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $357K | Sell |
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|
2022
Q1 | $490K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $427K | Buy |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $358K | Buy |
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|
2020
Q3 | $268K | Sell |
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|
2020
Q2 | $289K | Sell |
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|
2020
Q1 | $660K | Buy |
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|
2019
Q4 | $1.01M | Buy |
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