CASCADE INVESTMENT GROUP, INC. SPTM — SPDR SER TR

Ownership history in CASCADE INVESTMENT GROUP, INC.  ·  13 quarters on record

AI Ownership Summary

CASCADE INVESTMENT GROUP, INC. reported SPDR SER TR (SPTM) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.35% in 2025 Q4. The latest visible filing shows SPTM at 5.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CASCADE INVESTMENT GROUP, INC.'s position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPTM was reported at 5.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.35% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPTM stock page CASCADE INVESTMENT GROUP, INC. fund profile CASCADE INVESTMENT GROUP, INC. full holdings
How CASCADE INVESTMENT GROUP, INC. held SPTM — position size vs. price
% of Fund (quarterly)    SPTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 97,087 +78 +0.1% 5.35% $8.0M 2026-02-14 (Est.) $82.71
2025 Q3 ADDED — — — 97,009 +2,497 +2.6% 5.18% $7.8M 2025-10-29 $82.53
2025 Q2 ADDED — — — 94,512 +1,717 +1.9% 4.94% $7.1M 2025-07-24 $76.20
2025 Q1 REDUCED — — — 92,795 -2,736 -2.9% 4.85% $6.3M 2025-05-14 $70.52
2024 Q4 ADDED — — — 95,531 +2,309 +2.5% 4.88% $6.8M 2025-01-16 $71.11
2024 Q3 ADDED — — — 93,222 +1,121 +1.2% 4.79% $6.5M 2024-10-15 $69.49
2024 Q2 ADDED — — — 92,101 +2 +0.0% 4.77% $6.1M 2024-07-16 $67.55
2024 Q1 ADDED — — — 92,099 +686 +0.8% 4.42% $5.9M 2024-05-15 $63.31
2023 Q4 ADDED — — — 91,413 +1,293 +1.4% 4.31% $5.3M 2024-01-16 $56.57
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPTM

As of 2026 Q1 — sorted by position size

Professional Financial Advisors, LLC 3Y 24.67% Wall Capital Group, Inc. 3Y 7Y 23.29% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 16.11% VOISARD ASSET MANAGEMENT GROUP, INC. 14.17% Rosenberg Matthew Hamilton 3Y 13.37% Aquire Wealth Advisors, LLC 3Y 10.1% Spartan Planning & Wealth Management 3Y 8.2% Ervin Investment Management, LLC 3Y 7.67% DORVAL Corp 7.17% ARS Wealth Advisors Group, LLC 3Y 6.89%

FAQ About CASCADE INVESTMENT GROUP, INC. and SPTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CASCADE INVESTMENT GROUP, INC. reported owning SPTM?

CASCADE INVESTMENT GROUP, INC. reported SPTM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPTM position in CASCADE INVESTMENT GROUP, INC.'s portfolio?

The largest reported portfolio weight for SPTM was 5.35% in 2025 Q4.

What is the latest reported SPTM position on this page?

The most recent filing on this page is 2025 Q4, when CASCADE INVESTMENT GROUP, INC. reported 97,087 shares, equal to 5.35% of portfolio, with an estimated market value of $8.0M.

What does the chart on this SPTM ownership page compare?

The chart compares CASCADE INVESTMENT GROUP, INC.'s quarterly SPTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CASCADE INVESTMENT GROUP, INC. time their SPTM position?

Based on 13F filing dates vs. subsequent SPTM price moves, CASCADE INVESTMENT GROUP, INC. correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on SPTM relative to SPY over the holding period was -0.6%.

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