CSWG
Cardinal Strategic Wealth Guidance’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28M | Buy |
158,229
+15,800
| +11% | +$827K | 2.39% | 9 |
|
|
2025
Q1 | $7.27M | Buy |
142,429
+14,214
| +11% | +$726K | 2.32% | 9 |
|
|
2024
Q4 | $6.56M | Buy |
128,215
+1,716
| +1% | +$87.8K | 2.09% | 9 |
|
|
2024
Q3 | $6.69M | Buy |
126,499
+14,385
| +13% | +$760K | 2.19% | 8 |
|
|
2024
Q2 | $5.46M | Buy |
112,114
+20,707
| +23% | +$1.01M | 1.97% | 11 |
|
|
2024
Q1 | $4.58M | Buy |
+91,407
| New | +$4.58M | 1.72% | 12 |
|