Werba Rubin Papier Wealth Management’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 | – | Sell |
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|
2025
Q4 | $242K | Hold |
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|
2025
Q3 | $236K | Hold |
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|
2025
Q2 | $212K | Hold |
|
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $231K | Hold |
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|
2024
Q2 | $208K | Hold |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Hold |
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|
2023
Q1 | $202K | Buy |
|