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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cascade Investment Group's SPY Position: Q1 2026 in Review

Cascade Investment Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q1 2026, selling an estimated $10.2K and leaving 1,275 shares worth $829K. The position accounts for 0.55% of the portfolio, ranked #47.

Cascade Investment Group first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $880K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Cascade Investment Group held 1,275 shares of State Street SPDR S&P 500 ETF Trust worth $829K as of Q1 2026.
Cascade Investment Group sold 15 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 0.55% of Cascade Investment Group's portfolio in Q1 2026, its #47 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 14 quarters since.
Cascade Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $880K in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.