CFP
Cascade Financial Partners’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
226,236
+23,240
| +11% | +$1.26M | 1.48% | 13 |
|
|
2025
Q1 | $10.4M | Buy |
202,996
+9,758
| +5% | +$499K | 1.31% | 11 |
|
|
2024
Q4 | $10.6M | Buy |
193,238
+7,565
| +4% | +$414K | 1.38% | 11 |
|
|
2024
Q3 | $10.2M | Buy |
185,673
+3,631
| +2% | +$200K | 1.28% | 12 |
|
|
2024
Q2 | $9.34M | Buy |
182,042
+799
| +0.4% | +$41K | 1.23% | 12 |
|
|
2024
Q1 | $9.22M | Buy |
+181,243
| New | +$9.22M | 1.33% | 11 |
|