CIG
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Cascade Investment Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Cascade Investment Group’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.09M Sell
100,079
-200
-0.2% -$17.6K 5.1% 2
2026
Q1 		$7.93M Buy
100,279
+3,192
+3% +$264K 5.22% 2
2025
Q4 		$8.01M Buy
97,087
+78
+0.1% +$6.38K 5.35% 2
2025
Q3 		$7.82M Buy
97,009
+2,497
+3% +$194K 5.18% 2
2025
Q2 		$7.08M Buy
94,512
+1,717
+2% +$119K 4.94% 2
2025
Q1 		$6.31M Sell
92,795
-2,736
-3% -$196K 4.85% 3
2024
Q4 		$6.82M Buy
95,531
+2,309
+2% +$166K 4.88% 3
2024
Q3 		$6.53M Buy
93,222
+1,121
+1% +$75.7K 4.79% 3
2024
Q2 		$6.11M Buy
92,101
+2
+0% +$128 4.77% 3
2024
Q1 		$5.91M Buy
92,099
+686
+0.8% +$41.9K 4.42% 2
2023
Q4 		$5.34M Buy
91,413
+1,293
+1% +$70.6K 4.31% 3
2023
Q3 		$4.73M Buy
90,120
+1,590
+2% +$86.9K 4.46% 3
2023
Q2 		$4.82M Buy
88,530
+1,592
+2% +$82.1K 4.41% 3
2023
Q1 		$4.38M Sell
86,938
-493
-0.6% -$24.3K 4.32% 3
2022
Q4 		$4.13M Buy
+87,431
New +$4.15M 4.3% 3

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascade Investment Group's SPTM Position: Q2 2026 in Review

Cascade Investment Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.2% in Q2 2026, selling an estimated $17.6K and leaving 100,079 shares worth $9.09M. The position accounts for 5.1% of the portfolio, ranked #2.

Cascade Investment Group first reported a position in SPTM in Q4 2022 and has held it in 15 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Cascade Investment Group held 100,079 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $9.09M as of Q2 2026.
  • Cascade Investment Group sold 200 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $17.6K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 5.1% of Cascade Investment Group's portfolio in Q2 2026, its #2 holding.
  • Cascade Investment Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.