CC
SPYM

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

Cedar Capital’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
2021
Q3 		$2.72M Buy
53,932
+3,452
+7% +$179K 4.96% 7
2021
Q2 		$2.54M Buy
50,480
+7,800
+18% +$383K 4.39% 9
2021
Q1 		$1.99M Buy
42,680
+22,136
+108% +$1M 3.5% 9
2020
Q4 		$903K Buy
+20,544
New +$857K 1.65% 17

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cedar Capital's SPYM Position: Q3 2021 in Review

Cedar Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.8% in Q3 2021, buying an estimated $179K and bringing the position to 53,932 shares worth $2.72M. The position accounts for 4.96% of the portfolio, ranked #7.

Cedar Capital first reported a position in SPYM in Q4 2020 and has held it in 4 quarters since. 491 funds tracked by Wall St. Rank hold SPYM as of Q3 2021.

  • Cedar Capital held 53,932 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.72M as of Q3 2021.
  • Cedar Capital bought 3,452 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2021, an estimated $179K.
  • State Street SPDR Portfolio S&P 500 ETF made up 4.96% of Cedar Capital's portfolio in Q3 2021, its #7 holding.
  • Cedar Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 4 quarters since.
  • 491 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2021.

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