Cascade Investment Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Hold |
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|
2025
Q1 | $724K | Hold |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $758K | Hold |
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|
2024
Q2 | $719K | Buy |
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|
2024
Q1 | $681K | Sell |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $545K | Buy |
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|
2023
Q1 | $499K | Hold |
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|
2022
Q4 | $467K | Buy |
|