Cedar Brook Financial Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cedar Brook Financial Partners’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,217	Closed	-$480K	–	420
2023 Q2	$480K	Buy	9,217 +4,313	+88%	+$213K	0.11%	191
2023 Q1	$236K	Sell	4,904 -3,436	-41%	-$161K	0.06%	314
2022 Q4	$375K	Buy	+8,340	New	+$377K	0.11%	216
2022 Q2	–	Sell	-7,452	Closed	-$396K	–	390
2022 Q1	$396K	Sell	7,452 -1,334	-15%	-$69.9K	0.1%	217
2021 Q4	$491K	Sell	8,786 -27	-0.3%	-$1.46K	0.13%	185
2021 Q3	$445K	Buy	8,813 +1,564	+22%	+$81.1K	0.13%	183
2021 Q2	$365K	Sell	7,249 -64	-0.9%	-$3.14K	0.11%	227
2021 Q1	$341K	Buy	7,313 +702	+11%	+$31.8K	0.12%	202
2020 Q4	$291K	Sell	6,611 -2,165	-25%	-$90.3K	0.1%	220
2020 Q3	$345K	Sell	8,776 -701	-7%	-$27.3K	0.14%	182
2020 Q2	$344K	Buy	+9,477	New	+$326K	0.15%	172

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Cedar Brook Financial Partners's SPYM Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2023, closing a stake of 9,217 shares — an estimated $480K sold.

Cedar Brook Financial Partners first reported a position in SPYM in Q2 2020 and held it in 11 quarters. The position peaked at $491K in Q4 2021. 782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

Cedar Brook Financial Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 9,217 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2023, an estimated $480K.
Cedar Brook Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and held it in 11 quarters.
Cedar Brook Financial Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $491K in Q4 2021.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.