Cassaday & Co Wealth Management LLC's ownership history for SPY

Cassaday & Co Wealth Management LLC currently holds 11.9K shares with a market value of $7.7M. It started holding SPY on 2024-09-30. At its peak, it held 14.2K shares on 2025-12-31. Its highest holding value was $9.7M on 2025-12-31. At its lowest, it held 10.8K shares on 2024-09-30, with a value of $6.2M on 2024-09-30. In the recent 180 days, Cassaday & Co Wealth Management LLC has decreased its shares by 96. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 436.