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 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 $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cedar Wealth Management's SPYM Position: Q1 2026 in Review

Cedar Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 35% in Q1 2026, buying an estimated $85.3K and bringing the position to 4,098 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #67.

Cedar Wealth Management first reported a position in SPYM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q3 2024. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Cedar Wealth Management held 4,098 shares of State Street SPDR Portfolio S&P 500 ETF worth $314K as of Q1 2026.
Cedar Wealth Management bought 1,067 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $85.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Cedar Wealth Management's portfolio in Q1 2026, its #67 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 6 quarters since.
Cedar Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.1M in Q3 2024.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.