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

Cascade Investment Group’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 Q2	$952K	Hold	1,275	–	–	0.53%	50
2026 Q1	$829K	Sell	1,275 -15	-1%	-$10.2K	0.55%	47
2025 Q4	$880K	Hold	1,290	–	–	0.59%	44
2025 Q3	$859K	Sell	1,290 -5	-0.4%	-$3.21K	0.57%	45
2025 Q2	$800K	Hold	1,295	–	–	0.56%	47
2025 Q1	$724K	Hold	1,295	–	–	0.56%	46
2024 Q4	$759K	Sell	1,295 -26	-2%	-$15.3K	0.54%	49
2024 Q3	$758K	Hold	1,321	–	–	0.56%	48
2024 Q2	$719K	Buy	1,321 +20	+2%	+$10.5K	0.56%	44
2024 Q1	$681K	Sell	1,301 -15	-1%	-$7.47K	0.51%	49
2023 Q4	$626K	Buy	1,316 +116	+10%	+$51.7K	0.5%	48
2023 Q3	$513K	Sell	1,200 -30	-2%	-$13.3K	0.48%	49
2023 Q2	$545K	Buy	1,230 +10	+0.8%	+$4.2K	0.5%	49
2023 Q1	$499K	Hold	1,220	–	–	0.49%	56
2022 Q4	$467K	Buy	+1,220	New	+$469K	0.49%	60

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cascade Investment Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,275 shares worth $952K. The position accounts for 0.53% of the portfolio, ranked #50.

Cascade Investment Group first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cascade Investment Group held 1,275 shares of State Street SPDR S&P 500 ETF Trust worth $952K as of Q2 2026.
Cascade Investment Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.53% of Cascade Investment Group's portfolio in Q2 2026, its #50 holding.
Cascade Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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