Cassady Schiller 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
2024
Q4
$693K Hold
2024
Q3
$689K Hold
2024
Q2
$622K Hold
2024
Q1
$659K Hold
2023
Q4
$661K Hold
2023
Q3
$574K Hold
2023
Q2
$613K Hold
2023
Q1
$605K Hold
2022
Q4
$589K Hold
2022
Q3
$533K Hold
2022
Q2
$575K Hold
2022
Q1
$661K Hold
2021
Q4
$673K Buy