CIG
Cascade Investment Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$15.2K | 0.54% | 49 |
|
|
2024
Q3 | $758K | Hold |
1,321
| – | – | 0.56% | 48 |
|
|
2024
Q2 | $719K | Buy |
1,321
+20
| +2% | +$10.9K | 0.56% | 44 |
|
|
2024
Q1 | $681K | Sell |
1,301
-15
| -1% | -$7.85K | 0.51% | 49 |
|
|
2023
Q4 | $626K | Buy |
1,316
+116
| +10% | +$55.1K | 0.5% | 48 |
|
|
2023
Q3 | $513K | Sell |
1,200
-30
| -2% | -$12.8K | 0.48% | 49 |
|
|
2023
Q2 | $545K | Buy |
1,230
+10
| +0.8% | +$4.43K | 0.5% | 49 |
|
|
2023
Q1 | $499K | Hold |
1,220
| – | – | 0.49% | 56 |
|
|
2022
Q4 | $467K | Buy |
+1,220
| New | +$467K | 0.49% | 60 |
|