Cascade Investment Group, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Cascade Investment Group, Inc.

$140 Billion
Q4 2024

A detailed history of Cascade Investment Group, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Cascade Investment Group, Inc. holds 95,531 shares of SPTM stock, worth $6.97 Million. This represents 4.88% of its overall portfolio holdings.

Number of Shares

95,531

Previous 93,222 2.48%

Holding current value

$6.97 Million

Previous $6.53 Billion 4.48%

% of portfolio

4.88%

Previous 4.79%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$69.3 - $74.3 $160,013 - $171,558	2,309 Added 2.48%	95,531 $6.82 Billion
Q3 2024 Oct 15, 2024	BUY	$63.28 - $70.06 $70,936 - $78,537	1,121 Added 1.22%	93,222 $6.53 Billion
Q2 2024 Jul 16, 2024	BUY	$60.69 - $66.83 $121 - $133	2 Added 0.0%	92,101 $6.11 Billion
Q1 2024 May 15, 2024	BUY	$57.38 - $64.15 $39,362 - $44,006	686 Added 0.75%	92,099 $5.91 Billion
Q4 2023 Jan 16, 2024	BUY	$50.31 - $58.65 $65,050 - $75,834	1,293 Added 1.43%	91,413 $5.34 Billion
Q3 2023 Oct 18, 2023	BUY	$52.22 - $56.31 $83,029 - $89,532	1,590 Added 1.8%	90,120 $4.73 Billion
Q2 2023 Jul 19, 2023	BUY	$49.75 - $54.44 $79,202 - $86,668	1,592 Added 1.83%	88,530 $4.82 Billion
Q1 2023 Apr 14, 2023	SELL	$46.97 - $51.65 $23,156 - $25,463	-493 Reduced 0.56%	86,938 $4.38 Billion
Q4 2022 Feb 27, 2023	BUY	$44.09 - $50.41 $3.85 Million - $4.41 Million	87,431 New	87,431 $4.13 Billion

Others Institutions Holding SPTM

# of Institutions

675

Shares Held

93.6M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Cascade Investment Group, Inc. Spdr Portfolio S&P 1500 Compos Transaction History