Cascade Financial Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.18M	Sell
2025 Q2	$3.63M	Sell
2025 Q1	$3.62M	Buy
2024 Q4	$3.79M	Sell
2024 Q3	$3.85M	Sell
2024 Q2	$3.6M	Sell
2024 Q1	$3.66M	Buy