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

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 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 253,215 shares of SPDW stock, worth $8.7 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
253,215
Previous 253,230 0.01%
Holding current value
$8.7 Million
Previous $8.88 Billion 3.53%
% of portfolio
1.15%
Previous 1.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
956
Shares Held
487M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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