Cedar Capital’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Cedar Capital’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$291K	Buy	6,835 +474	+7%	+$20.3K	0.53%	44
2021 Q2	$280K	Buy	6,361 +809	+15%	+$35.1K	0.48%	43
2021 Q1	$235K	Sell	5,552 -498	-8%	-$20.3K	0.41%	50
2020 Q4	$217K	Buy	+6,050	New	+$194K	0.4%	46
2016 Q1	–	Sell	-632,586	Closed	-$14.2M	–	81
2015 Q4	$14.2M	Buy	+632,586	New	+$14.4M	3.18%	5

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Cedar Capital's SPSM Position: Q3 2021 in Review

Cedar Capital increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.5% in Q3 2021, buying an estimated $20.3K and bringing the position to 6,835 shares worth $291K. The position accounts for 0.53% of the portfolio, ranked #44.

Cedar Capital first reported a position in SPSM in Q4 2015 and has held it in 5 quarters since. The position peaked at $14.2M in Q4 2015. 354 funds tracked by Wall St. Rank hold SPSM as of Q3 2021.

Cedar Capital held 6,835 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $291K as of Q3 2021.
Cedar Capital bought 474 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2021, an estimated $20.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.53% of Cedar Capital's portfolio in Q3 2021, its #44 holding.
Cedar Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2015 and has held it in 5 quarters since.
Cedar Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $14.2M in Q4 2015.
354 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.