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

Cascade Financial Partners, LLC

$767 Billion
Q4 2024

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 275,546 shares of SPDW stock, worth $10 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

275,546

Previous 253,215 8.82%

Holding current value

$10 Million

Previous $9.2 Billion 2.26%

% of portfolio

1.23%

Previous 1.15%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$34.13 - $37.35 $762,157 - $834,062	22,331 Added 8.82%	275,546 $9.4 Billion
Q3 2024 Oct 24, 2024	SELL	$33.74 - $37.96 $506 - $569	-15 Reduced 0.01%	253,215 $9.2 Billion
Q2 2024 Jul 31, 2024	BUY	$34.2 - $36.64 $129,686 - $138,938	3,792 Added 1.52%	253,230 $8.88 Billion
Q1 2024 May 14, 2024	BUY	$32.85 - $35.9 $8.19 Million - $8.95 Million	249,438 New	249,438 $8.66 Billion

Others Institutions Holding SPDW

# of Institutions

992

Shares Held

507M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

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.

Account

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