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