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 176,378 shares of SPEM stock, worth $6.97 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
176,378
Previous 169,378 4.13%
Holding current value
$6.97 Million
Previous $6.94 Billion 2.45%
% of portfolio
0.88%
Previous 0.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$38.37 - $42.82 $268,590 - $299,740
7,000 Added 4.13%
176,378 $6.77 Billion
Q3 2024

Oct 24, 2024
SELL
$36.02 - $41.68 $38,433 - $44,472
-1,067 Reduced 0.63%
169,378 $6.94 Billion
Q2 2024

Jul 31, 2024
SELL
$35.3 - $38.79 $882 - $969
-25 Reduced 0.01%
170,445 $6.42 Billion
Q1 2024

May 14, 2024
BUY
$33.69 - $36.47 $5.74 Million - $6.22 Million
170,470 New
170,470 $6.14 Billion

Others Institutions Holding SPEM

# of Institutions
877
Shares Held
206M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email