Cascade Financial Partners’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Cascade Financial Partners’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.4M	Sell
2025 Q2	$11.8M	Buy
2025 Q1	$10.2M	Buy
2024 Q4	$9.4M	Buy
2024 Q3	$9.2M	Sell
2024 Q2	$8.88M	Buy
2024 Q1	$8.66M	Buy