Cascade Financial Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 5,483 shares of SDY stock, worth $734,393. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,483
Previous 5,535 0.94%
Holding current value
$734,393
Previous $731 Million 1.75%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$128.74 - $138.67 $6,694 - $7,210
-52 Reduced 0.94%
5,483 $744 Million
Q4 2024

Feb 07, 2025
BUY
$131.66 - $144.0 $8,689 - $9,504
66 Added 1.21%
5,535 $731 Million
Q3 2024

Oct 24, 2024
BUY
$125.95 - $142.04 $37,785 - $42,612
300 Added 5.8%
5,469 $773 Million
Q1 2024

May 14, 2024
BUY
$122.28 - $131.24 $632,065 - $678,379
5,169 New
5,169 $651 Million

Others Institutions Holding SDY

# of Institutions
1,320
Shares Held
71.4M
Call Options Held
48.3K
Put Options Held
39.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
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