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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.46M	Buy	5,319 +583	+12%	+$396K	0.36%	60
2025 Q4	$3.23M	Sell	4,736 -40	-0.8%	-$27K	0.33%	61
2025 Q3	$3.18M	Sell	4,776 -1,100	-19%	-$705K	0.36%	58
2025 Q2	$3.63M	Sell	5,876 -592	-9%	-$338K	0.44%	46
2025 Q1	$3.62M	Buy	6,468 +3	+0%	+$1.76K	0.46%	45
2024 Q4	$3.79M	Sell	6,465 -138	-2%	-$81.3K	0.49%	43
2024 Q3	$3.85M	Sell	6,603 -6	-0.1%	-$3.32K	0.48%	39
2024 Q2	$3.6M	Sell	6,609 -558	-8%	-$292K	0.47%	41
2024 Q1	$3.66M	Buy	+7,167	New	+$3.57M	0.53%	38

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cascade Financial Partners's SPY Position: Q1 2026 in Review

Cascade Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q1 2026, buying an estimated $396K and bringing the position to 5,319 shares worth $3.46M. The position accounts for 0.36% of the portfolio, ranked #60.

Cascade Financial Partners first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.85M in Q3 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Cascade Financial Partners held 5,319 shares of State Street SPDR S&P 500 ETF Trust worth $3.46M as of Q1 2026.
Cascade Financial Partners bought 583 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $396K.
State Street SPDR S&P 500 ETF Trust made up 0.36% of Cascade Financial Partners's portfolio in Q1 2026, its #60 holding.
Cascade Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's State Street SPDR S&P 500 ETF Trust position peaked at $3.85M in Q3 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.