Cascade Financial Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Cascade Financial Partners, LLC

  • $872 Billion
  • Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 5,402 shares of SDY stock, worth $746,664. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,402
Previous 5,402 -0.0%
Holding current value
$746,664
Previous $733 Million 3.18%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$121.58 - $136.74 $9,847 - $11,075
-81 Reduced 1.48%
5,402 $733 Million
Q1 2025

May 13, 2025
SELL
$128.74 - $138.67 $6,694 - $7,210
-52 Reduced 0.94%
5,483 $744 Million
Q4 2024

Feb 07, 2025
BUY
$131.66 - $144.0 $8,689 - $9,504
66 Added 1.21%
5,535 $731 Million
Q3 2024

Oct 24, 2024
BUY
$125.95 - $142.04 $37,785 - $42,612
300 Added 5.8%
5,469 $773 Million
Q1 2024

May 14, 2024
BUY
$122.28 - $131.24 $632,065 - $678,379
5,169 New
5,169 $651 Million

Others Institutions Holding SDY

# of Institutions
1,350
Shares Held
70.6M
Call Options Held
59.5K
Put Options Held
29.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email