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

Cedar Wealth Management’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
2026 Q2	$531K	Buy	6,040 +1,942	+47%	+$166K	0.14%	59
2026 Q1	$314K	Buy	4,098 +1,067	+35%	+$85.3K	0.09%	67
2025 Q4	$243K	Buy	3,031 +2,753	+990%	+$219K	0.07%	76
2025 Q3	$21.8K	Buy	+278	New	+$21K	0.01%	146
2024 Q4	–	Sell	-16,287	Closed	-$1.1M	–	243
2024 Q3	$1.1M	Hold	16,287	–	–	0.34%	41
2024 Q2	$1.04M	Sell	16,287 -838	-5%	-$51.6K	0.34%	41
2024 Q1	$1.05M	Buy	+17,125	New	+$1M	0.35%	39

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Cedar Wealth Management's SPYM Position: Q2 2026 in Review

Cedar Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 47% in Q2 2026, buying an estimated $166K and bringing the position to 6,040 shares worth $531K. The position accounts for 0.14% of the portfolio, ranked #59.

Cedar Wealth Management first reported a position in SPYM in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q3 2024. 1,735 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cedar Wealth Management held 6,040 shares of State Street SPDR Portfolio S&P 500 ETF worth $531K as of Q2 2026.
Cedar Wealth Management bought 1,942 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $166K.
State Street SPDR Portfolio S&P 500 ETF made up 0.14% of Cedar Wealth Management's portfolio in Q2 2026, its #59 holding.
Cedar Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 7 quarters since.
Cedar Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.1M in Q3 2024.
1,735 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.