Cascade Financial Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Cascade Financial Partners's SDY Position: Q1 2026 in Review
Cascade Financial Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.4% in Q1 2026, buying an estimated $11K and bringing the position to 5,396 shares worth $787K. The position accounts for 0.08% of the portfolio, ranked #134.
Cascade Financial Partners first reported a position in SDY in Q1 2024 and has held it in 9 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Cascade Financial Partners held 5,396 shares of State Street SPDR S&P Dividend ETF worth $787K as of Q1 2026.
- Cascade Financial Partners bought 74 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $11K.
- State Street SPDR S&P Dividend ETF made up 0.08% of Cascade Financial Partners's portfolio in Q1 2026, its #134 holding.
- Cascade Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 9 quarters since.
- 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.