Cedar Mountain Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cedar Mountain Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$302K	Buy	404 +201	+99%	+$146K	0.05%	62
2026 Q1	$132K	Sell	203 -352	-63%	-$239K	0.03%	78
2025 Q4	$379K	Buy	555 +1	+0.2%	+$676	0.07%	48
2025 Q3	$369K	Buy	554 +15	+3%	+$9.62K	0.07%	49
2025 Q2	$333K	Buy	539 +75	+16%	+$42.9K	0.07%	47
2025 Q1	$260K	Buy	464 +32	+7%	+$18.8K	0.06%	51
2024 Q4	$253K	Buy	432 +2	+0.5%	+$1.18K	0.06%	52
2024 Q3	$247K	Sell	430 -119	-22%	-$65.8K	0.06%	53
2024 Q2	$299K	Buy	549 +1	+0.2%	+$523	0.07%	39
2024 Q1	$287K	Buy	548 +131	+31%	+$65.2K	0.07%	41
2023 Q4	$198K	Buy	417 +1	+0.2%	+$445	0.05%	45
2023 Q3	$178K	Buy	416 +1	+0.2%	+$445	0.05%	46
2023 Q2	$184K	Buy	415 +9	+2%	+$3.78K	0.05%	44
2023 Q1	$166K	Buy	406 +133	+49%	+$53.1K	0.05%	48
2022 Q4	$105K	Sell	273 -14	-5%	-$5.38K	0.03%	52
2022 Q3	$103K	Buy	287 +17	+6%	+$6.75K	0.03%	49
2022 Q2	$102K	Buy	270 +27	+11%	+$11.1K	0.03%	50
2022 Q1	$110K	Buy	243 +1	+0.4%	+$445	0.03%	56
2021 Q4	$115K	Sell	242 -188	-44%	-$86.3K	0.04%	52
2021 Q3	$185K	Buy	430 +1	+0.2%	+$441	0.06%	40
2021 Q2	$184K	Buy	429 +1	+0.2%	+$417	0.06%	41
2021 Q1	$170K	Buy	428 +2	+0.5%	+$771	0.06%	45
2020 Q4	$159K	Buy	426 +2	+0.5%	+$710	0.06%	45
2020 Q3	$142K	Buy	424 +9	+2%	+$2.98K	0.06%	43
2020 Q2	$128K	Buy	415 +3	+0.7%	+$878	0.06%	44
2020 Q1	$106K	Buy	+412	New	+$126K	0.05%	40

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Cedar Mountain Advisors's SPY Position: Q2 2026 in Review

Cedar Mountain Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 99% in Q2 2026, buying an estimated $146K and bringing the position to 404 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #62.

Cedar Mountain Advisors first reported a position in SPY in Q1 2020 and has held it in 26 quarters since. The position peaked at $379K in Q4 2025. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cedar Mountain Advisors held 404 shares of State Street SPDR S&P 500 ETF Trust worth $302K as of Q2 2026.
Cedar Mountain Advisors bought 201 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $146K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Cedar Mountain Advisors's portfolio in Q2 2026, its #62 holding.
Cedar Mountain Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 26 quarters since.
Cedar Mountain Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $379K in Q4 2025.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.