Cascade Financial Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

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 290,092 shares of SPDW stock, worth $12.7 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

290,092

Previous 290,232 0.05%

Holding current value

$12.7 Million

Previous $11.8 Billion 5.63%

% of portfolio

1.42%

Previous 1.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$39.8 - $42.86 $5,572 - $6,000	-140 Reduced 0.05%	290,092 $12.4 Billion
Q2 2025 Aug 07, 2025	BUY	$32.66 - $40.75 $305,207 - $380,808	9,345 Added 3.33%	290,232 $11.8 Billion
Q1 2025 May 13, 2025	BUY	$33.84 - $37.77 $180,739 - $201,729	5,341 Added 1.94%	280,887 $10.2 Billion
Q4 2024 Feb 07, 2025	BUY	$34.13 - $37.35 $762,157 - $834,062	22,331 Added 8.82%	275,546 $9.4 Billion
Q3 2024 Oct 24, 2024	SELL	$33.74 - $37.96 $506 - $569	-15 Reduced 0.01%	253,215 $9.2 Billion
Q2 2024 Jul 31, 2024	BUY	$34.2 - $36.64 $129,686 - $138,938	3,792 Added 1.52%	253,230 $8.88 Billion
Q1 2024 May 14, 2024	BUY	$32.85 - $35.9 $8.19 Million - $8.95 Million	249,438 New	249,438 $8.66 Billion

Others Institutions Holding SPDW

# of Institutions

1,194

Shares Held

610M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Cascade Financial Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History