Cascade Financial Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 25,019 shares of SPLG stock, worth $1.98 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

25,019

Previous 25,204 0.73%

Holding current value

$1.98 Million

Previous $1.83 Billion 6.98%

% of portfolio

0.22%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$72.65 - $78.68 $13,440 - $14,555	-185 Reduced 0.73%	25,019 $1.96 Billion
Q2 2025 Aug 07, 2025	SELL	$58.41 - $72.69 $4,555 - $5,669	-78 Reduced 0.31%	25,204 $1.83 Billion
Q1 2025 May 13, 2025	BUY	$64.88 - $72.1 $197,884 - $219,904	3,050 Added 13.72%	25,282 $1.66 Billion
Q4 2024 Feb 07, 2025	BUY	$66.77 - $71.52 $200 - $214	3 Added 0.01%	22,232 $1.53 Billion
Q3 2024 Oct 24, 2024	BUY	$60.84 - $67.51 $2,798 - $3,105	46 Added 0.21%	22,229 $1.53 Billion

Q2 2024 Jul 31, 2024	SELL	$58.24 - $64.51 $8,794 - $9,741	-151 Reduced 0.68%	22,183 $1.42 Billion
Q1 2024 May 14, 2024	BUY	$54.97 - $61.53 $1.23 Million - $1.37 Million	22,334 New	22,334 $1.34 Billion

Others Institutions Holding SPLG

# of Institutions

1,560

Shares Held

819M

Call Options Held

1.05M

Put Options Held

1.54M

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

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.

Account

Cascade Financial Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History