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

Cedar Wealth Management’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
2024
Q4 		– Sell
-2,638
Closed -$120K – 244
2024
Q3 		$120K Sell
2,638
-75
-3% -$3.29K 0.04% 121
2024
Q2 		$113K Buy
2,713
+200
+8% +$8.33K 0.04% 122
2024
Q1 		$108K Buy
2,513
+130
+5% +$5.37K 0.04% 129
2023
Q4 		$101K Sell
2,383
-18,969
-89% -$715K 0.04% 124
2023
Q3 		$788K Buy
21,352
+5,771
+37% +$225K 0.31% 45
2023
Q2 		$605K Sell
15,581
-19
-0.1% -$706 0.23% 53
2023
Q1 		$589K Buy
15,600
+122
+0.8% +$4.76K 0.24% 55
2022
Q4 		$572K Sell
15,478
-4,674
-23% -$175K 0.28% 51
2022
Q3 		$686K Buy
20,152
+5,175
+35% +$196K 0.34% 52
2022
Q2 		$539K Sell
14,977
-3,827
-20% -$149K 0.25% 62
2022
Q1 		$791K Sell
18,804
-6,852
-27% -$288K 0.32% 51
2021
Q4 		$1.15M Buy
25,656
+1,068
+4% +$47.5K 0.46% 40
2021
Q3 		$1.05M Buy
24,588
+1,750
+8% +$75K 0.47% 41
2021
Q2 		$1M Sell
22,838
-4,882
-18% -$212K 0.45% 43
2021
Q1 		$1.17M Sell
27,720
-3,169
-10% -$129K 0.58% 35
2020
Q4 		$1.11M Buy
30,889
+357
+1% +$11.4K 0.59% 34
2020
Q3 		$836K Sell
30,532
-1,116
-4% -$31.1K 0.52% 31
2020
Q2 		$841K Buy
+31,648
New +$778K 0.57% 29

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cedar Wealth Management's SPSM Position: Q4 2024 in Review

Cedar Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 2,638 shares — an estimated $120K sold.

Cedar Wealth Management first reported a position in SPSM in Q2 2020 and held it in 18 quarters. The position peaked at $1.17M in Q1 2021. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Cedar Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 2,638 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $120K.
  • Cedar Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and held it in 18 quarters.
  • Cedar Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.17M in Q1 2021.
  • 926 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.