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Cascade Financial Partners’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Cascade Financial Partners’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$209K Sell
4,000
-1,228
-23% -$64.3K 0.03% 249
2025
Q1 		$267K Buy
+5,228
New +$267K 0.03% 207