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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.58M	Buy	29,324 +923	+3%	+$78.7K	0.22%	75
2026 Q1	$2.17M	Buy	28,401 +2,642	+10%	+$211K	0.22%	76
2025 Q4	$2.07M	Buy	25,759 +740	+3%	+$58.9K	0.21%	78
2025 Q3	$1.96M	Sell	25,019 -185	-0.7%	-$14K	0.22%	82
2025 Q2	$1.83M	Sell	25,204 -78	-0.3%	-$5.25K	0.22%	85
2025 Q1	$1.66M	Buy	25,282 +3,050	+14%	+$211K	0.21%	82
2024 Q4	$1.53M	Buy	22,232 +3	+0%	+$208	0.2%	77
2024 Q3	$1.53M	Buy	22,229 +46	+0.2%	+$2.99K	0.19%	77
2024 Q2	$1.42M	Sell	22,183 -151	-0.7%	-$9.3K	0.19%	78
2024 Q1	$1.34M	Buy	+22,334	New	+$1.31M	0.19%	77

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Cascade Financial Partners's SPYM Position: Q2 2026 in Review

Cascade Financial Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.2% in Q2 2026, buying an estimated $78.7K and bringing the position to 29,324 shares worth $2.58M. The position accounts for 0.22% of the portfolio, ranked #75.

Cascade Financial Partners first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cascade Financial Partners held 29,324 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.58M as of Q2 2026.
Cascade Financial Partners bought 923 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $78.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.22% of Cascade Financial Partners's portfolio in Q2 2026, its #75 holding.
Cascade Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.