Cascade Financial Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 225,704 shares of SPEM stock, worth $10.7 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

225,704

Previous 221,212 2.03%

Holding current value

$10.7 Million

Previous $9.45 Billion 11.75%

% of portfolio

1.21%

Previous 1.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$42.67 - $46.91 $191,673 - $210,719	4,492 Added 2.03%	225,704 $10.6 Billion
Q2 2025 Aug 07, 2025	BUY	$34.72 - $42.74 $1.09 Million - $1.34 Million	31,351 Added 16.51%	221,212 $9.45 Billion
Q1 2025 May 13, 2025	BUY	$37.07 - $40.63 $499,814 - $547,814	13,483 Added 7.64%	189,861 $7.47 Billion
Q4 2024 Feb 07, 2025	BUY	$38.37 - $42.82 $268,590 - $299,740	7,000 Added 4.13%	176,378 $6.77 Billion
Q3 2024 Oct 24, 2024	SELL	$36.02 - $41.68 $38,433 - $44,472	-1,067 Reduced 0.63%	169,378 $6.94 Billion

Q2 2024 Jul 31, 2024	SELL	$35.3 - $38.79 $882 - $969	-25 Reduced 0.01%	170,445 $6.42 Billion
Q1 2024 May 14, 2024	BUY	$33.69 - $36.47 $5.74 Million - $6.22 Million	170,470 New	170,470 $6.14 Billion

Others Institutions Holding SPEM

# of Institutions

988

Shares Held

241M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Cascade Financial Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History