Cascade Financial Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 4,776 shares of SPY stock, worth $3.18 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

4,776

Previous 5,876 18.72%

Holding current value

$3.18 Million

Previous $3.63 Billion 12.36%

% of portfolio

0.36%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$617.65 - $666.84 $679,415 - $733,524	-1,100 Reduced 18.72%	4,776 $3.18 Billion
Q2 2025 Aug 07, 2025	SELL	$496.48 - $617.85 $293,916 - $365,767	-592 Reduced 9.15%	5,876 $3.63 Billion
Q1 2025 May 13, 2025	BUY	$551.42 - $612.93 $1,654 - $1,838	3 Added 0.05%	6,468 $3.62 Billion
Q4 2024 Feb 07, 2025	SELL	$567.81 - $607.81 $78,357 - $83,877	-138 Reduced 2.09%	6,465 $3.79 Billion
Q3 2024 Oct 24, 2024	SELL	$517.38 - $573.86 $3,104 - $3,443	-6 Reduced 0.09%	6,603 $3.85 Billion

Q2 2024 Jul 31, 2024	SELL	$495.16 - $548.49 $276,299 - $306,057	-558 Reduced 7.79%	6,609 $3.6 Billion
Q1 2024 May 14, 2024	BUY	$467.28 - $523.17 $3.35 Million - $3.75 Million	7,167 New	7,167 $3.66 Billion

Others Institutions Holding SPY

# of Institutions

5,289

Shares Held

557M

Call Options Held

298M

Put Options Held

700M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Cascade Financial Partners, LLC Spdr S&P 500 ETF Trust Transaction History