Tobias Financial Advisors, Inc. Spdr S&P 600 Small Cap Value E Transaction History

Tobias Financial Advisors, Inc.

$569 Million
Q2 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 3,537 shares of SLYV stock, worth $311,008. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,537

Previous 3,674 3.73%

Holding current value

$311,008

Previous $288,000 2.08%

% of portfolio

0.05%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$67.03 - $80.35 $9,183 - $11,007	-137 Reduced 3.73%	3,537 $282,000
Q1 2025 May 15, 2025	SELL	$77.33 - $90.16 $19,332 - $22,540	-250 Reduced 6.37%	3,674 $288,000
Q4 2024 Feb 13, 2025	BUY	$84.34 - $95.14 $7,506 - $8,467	89 Added 2.32%	3,924 $342,000
Q3 2024 Oct 30, 2024	SELL	$77.23 - $87.97 $12,588 - $14,339	-163 Reduced 4.08%	3,835 $332,000
Q2 2024 Aug 13, 2024	SELL	$76.01 - $82.53 $4,332 - $4,704	-57 Reduced 1.41%	3,998 $313,000
Q1 2024 May 02, 2024	SELL	$77.43 - $82.98 $12,853 - $13,774	-166 Reduced 3.93%	4,055 $336,000
Q4 2023 Feb 14, 2024	SELL	$66.67 - $84.55 $53,536 - $67,893	-803 Reduced 15.98%	4,221 $351,000
Q3 2023 Nov 03, 2023	SELL	$71.19 - $81.84 $53,250 - $61,216	-748 Reduced 12.96%	5,024 $363,000
Q2 2023 Aug 03, 2023	BUY	$71.23 - $78.02 $29,204 - $31,988	410 Added 7.65%	5,772 $445,000
Q1 2023 Apr 24, 2023	BUY	$72.3 - $86.64 $23,136 - $27,724	320 Added 6.35%	5,362 $408,000
Q4 2022 Feb 13, 2023	BUY	$68.86 - $79.8 $5,577 - $6,463	81 Added 1.63%	5,042 $374,000
Q3 2022 Nov 14, 2022	BUY	$67.14 - $82.32 $1,947 - $2,387	29 Added 0.59%	4,961 $333,000
Q2 2022 Aug 12, 2022	SELL	$70.38 - $84.1 $66,720 - $79,726	-948 Reduced 16.12%	4,932 $357,000
Q1 2022 May 09, 2022	BUY	$78.85 - $87.08 $463,637 - $512,030	5,880 New	5,880 $490,000
Q4 2021 Feb 09, 2022	SELL	$80.48 - $90.28 $423,888 - $475,504	-5,267 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$78.25 - $86.49 $22,614 - $24,995	289 Added 5.81%	5,267 $432,000
Q2 2021 Aug 12, 2021	BUY	$80.72 - $89.85 $20,099 - $22,372	249 Added 5.27%	4,978 $427,000
Q1 2021 May 07, 2021	SELL	$65.44 - $87.88 $44,106 - $59,231	-674 Reduced 12.47%	4,729 $388,000
Q4 2020 Feb 12, 2021	BUY	$50.84 - $66.37 $2,440 - $3,185	48 Added 0.9%	5,403 $358,000
Q3 2020 Nov 05, 2020	SELL	$46.51 - $54.78 $24,278 - $28,595	-522 Reduced 8.88%	5,355 $268,000
Q2 2020 Nov 05, 2020	SELL	$37.01 - $56.66 $380,277 - $582,181	-10,275 Reduced 63.61%	5,877 $289,000
Q1 2020 May 13, 2020	BUY	$35.74 - $66.24 $27,162 - $50,342	760 Added 4.94%	16,152 $660,000
Q4 2019 Feb 04, 2020	BUY	$58.81 - $66.14 $905,203 - $1.02 Million	15,392 New	15,392 $1.01 Million

Others Institutions Holding SLYV

# of Institutions

615

Shares Held

33.3M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

More about SLYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Account

Tobias Financial Advisors, Inc. Spdr S&P 600 Small Cap Value E Transaction History