Cassady Schiller Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $129K | Hold |
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $117K | Hold |
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|
2024
Q1 | $107K | Hold |
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|
2023
Q4 | $95.2K | Sell |
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|
2023
Q3 | $146K | Buy |
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|
2023
Q2 | $110K | Hold |
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|
2023
Q1 | $99.6K | Hold |
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|
2022
Q4 | $91.2K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $46K | Buy |
|