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

Cypress 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
2024 Q4	–	Sell	-11,129	Closed	-$751K	–	85
2024 Q3	$751K	Sell	11,129 -11,061	-50%	-$719K	0.19%	56
2024 Q2	$1.42M	Buy	22,190 +12,325	+125%	+$759K	0.36%	44
2024 Q1	$607K	Buy	9,865 +615	+7%	+$36K	0.17%	56
2023 Q4	$517K	Buy	9,250 +1,838	+25%	+$96.3K	0.15%	57
2023 Q3	$373K	Buy	7,412 +2,885	+64%	+$151K	0.11%	61
2023 Q2	$236K	Buy	4,527 +2,644	+140%	+$130K	0.07%	72
2023 Q1	$90.7K	Buy	+1,883	New	+$88.3K	0.03%	69

Other funds holding SPYM

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cypress Capital's SPYM Position: Q4 2024 in Review

Cypress Capital sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 11,129 shares — an estimated $751K sold.

Cypress Capital first reported a position in SPYM in Q1 2023 and held it in 7 quarters. The position peaked at $1.42M in Q2 2024. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Cypress Capital reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Cypress Capital sold 11,129 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $751K.
Cypress Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and held it in 7 quarters.
Cypress Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.42M in Q2 2024.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Cypress Capital's 13F filing for Q4 2024, filed 3 Feb 2025.