Cascade Financial Partners, LLC Spdr Portfolio Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 225,055 shares of SPMD stock, worth $12.7 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

225,055

Previous 226,236 0.52%

Holding current value

$12.7 Million

Previous $12.3 Billion 4.62%

% of portfolio

1.48%

Previous 1.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$54.43 - $58.29 $64,281 - $68,840	-1,181 Reduced 0.52%	225,055 $12.9 Billion
Q2 2025 Aug 07, 2025	BUY	$44.89 - $54.38 $1.04 Million - $1.26 Million	23,240 Added 11.45%	226,236 $12.3 Billion
Q1 2025 May 13, 2025	BUY	$50.21 - $57.73 $489,949 - $563,329	9,758 Added 5.05%	202,996 $10.4 Billion
Q4 2024 Feb 07, 2025	BUY	$54.13 - $59.56 $409,493 - $450,571	7,565 Added 4.07%	193,238 $10.6 Billion
Q3 2024 Oct 24, 2024	BUY	$50.29 - $54.92 $182,602 - $199,414	3,631 Added 1.99%	185,673 $10.2 Billion

Q2 2024 Jul 31, 2024	BUY	$49.54 - $53.39 $39,582 - $42,658	799 Added 0.44%	182,042 $9.34 Billion
Q1 2024 May 14, 2024	BUY	$47.16 - $53.34 $8.55 Million - $9.67 Million	181,243 New	181,243 $9.22 Billion

Others Institutions Holding SPMD

# of Institutions

805

Shares Held

232M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

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Cascade Financial Partners, LLC Spdr Portfolio Transaction History