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

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 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 189,861 shares of SPEM stock, worth $8.1 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
189,861
Previous 176,378 7.64%
Holding current value
$8.1 Million
Previous $6.77 Billion 10.45%
% of portfolio
0.94%
Previous 0.88%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$37.07 - $40.63 $499,814 - $547,814
13,483 Added 7.64%
189,861 $7.47 Billion
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
911
Shares Held
208M
Call Options Held
0
Put Options Held
60
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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