Cascade Financial Partners, LLC Spdr Portfolio Transaction History

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 193,238 shares of SPMD stock, worth $10.9 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
193,238
Previous 185,673 4.07%
Holding current value
$10.9 Million
Previous $10.2 Billion 3.41%
% of portfolio
1.38%
Previous 1.28%

Shares

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

Feb 07, 2025
BUY
$54.13 - $59.56 $409,493 - $450,571
7,565 Added 4.07%
193,238 $10.6 Billion
Q3 2024

Oct 24, 2024
BUY
$50.29 - $54.92 $182,602 - $199,414
3,631 Added 1.99%
185,673 $10.2 Billion
Q2 2024

Jul 31, 2024
BUY
$49.54 - $53.39 $39,582 - $42,658
799 Added 0.44%
182,042 $9.34 Billion
Q1 2024

May 14, 2024
BUY
$47.16 - $53.34 $8.55 Million - $9.67 Million
181,243 New
181,243 $9.22 Billion

Others Institutions Holding SPMD

# of Institutions
696
Shares Held
191M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
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