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
2025 Q3	$1.96M	Sell
2025 Q2	$1.83M	Sell
2025 Q1	$1.66M	Buy
2024 Q4	$1.53M	Buy
2024 Q3	$1.53M	Buy
2024 Q2	$1.42M	Sell
2024 Q1	$1.34M	Buy