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

Tobias Financial Advisors, Inc.

$486 Million
Q3 2024

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 3,835 shares of SLYV stock, worth $335,677. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,835

Previous 3,998 4.08%

Holding current value

$335,677

Previous $313,000 6.07%

% of portfolio

0.07%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

591

Shares Held

31.3M

Call Options Held

Put Options Held

800

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About SPDR S&P 600 SMALL CAP VALUE E

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