Cassady Schiller Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Cassady Schiller Wealth Management’s Portfolio SPYV Stock Details SPYV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$44.5K	Hold
2024 Q1	$45.7K	Hold
2023 Q4	$42.6K	Hold
2023 Q3	$37.7K	Buy
2023 Q2	–	Sell
2023 Q1	$64.1K	Buy
2022 Q1	–	Sell
2021 Q4	$66K	Buy