CASCADE INVESTMENT GROUP, INC. SPTM Holdings History
CASCADE INVESTMENT GROUP, INC.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, CASCADE INVESTMENT GROUP, INC. held 92,795.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $6.31 Mil. This investment constitutes 4.85% of their stock portfolio, and CASCADE INVESTMENT GROUP, INC. now holds 0.07% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2022Q4. And since then CASCADE INVESTMENT GROUP, INC. has made 6 purchases of SPTM, at an average price of $48.53, for a total of 96,024.00 shares. In addition, there have been 2 sales at an average price of $68.17 for 3,229.00 shares. Based on historical transaction data and SPTM's current price of $74.20, CASCADE INVESTMENT GROUP, INC.'s estimated gain on his SPTM holdings is $2.45 Mil, reflecting a 52.46% gain to date.
CASCADE INVESTMENT GROUP, INC. SPTM ($74.20) Holding Chart
CASCADE INVESTMENT GROUP, INC. SPTM ($74.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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