A detailed history of Cascade Financial Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 182,042 shares of SPMD stock, worth $9.94 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
182,042
Previous 181,243 0.44%
Holding current value
$9.94 Million
Previous $9.22 Billion 1.33%
% of portfolio
1.23%
Previous 1.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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.