CWS
SPYM

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

Cypress Wealth Services’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 		$47.1M Buy
535,606
+177,871
+50% +$15.2M 5.79% 1
2026
Q1 		$27.4M Sell
357,735
-9,560
-3% -$765K 3.87% 3
2025
Q4 		$29.5M Buy
367,295
+45,952
+14% +$3.65M 4.08% 2
2025
Q3 		$25.2M Buy
321,343
+26,279
+9% +$1.98M 4.12% 3
2025
Q2 		$21.4M Sell
295,064
-8,692
-3% -$584K 3.84% 4
2025
Q1 		$20M Buy
303,756
+1,563
+0.5% +$108K 4.05% 4
2024
Q4 		$20.8M Sell
302,193
-6,028
-2% -$418K 4.18% 3
2024
Q3 		$20.8M Sell
308,221
-9,110
-3% -$592K 4.3% 3
2024
Q2 		$20.3M Sell
317,331
-35,833
-10% -$2.21M 4.52% 3
2024
Q1 		$21.7M Sell
353,164
-60,256
-15% -$3.53M 5.06% 3
2023
Q4 		$23.1M Buy
413,420
+111,200
+37% +$5.83M 5.76% 3
2023
Q3 		$15.2M Buy
302,220
+54,125
+22% +$2.83M 4.21% 3
2023
Q2 		$13.2M Buy
248,095
+79,966
+48% +$3.95M 3.46% 4
2023
Q1 		$8.1M Buy
168,129
+67,123
+66% +$3.15M 2.37% 7
2022
Q4 		$4.54M Buy
101,006
+37,075
+58% +$1.68M 1.46% 13
2022
Q3 		$2.73M Buy
63,931
+58,879
+1,165% +$2.75M 0.93% 21
2022
Q2 		$224K Sell
5,052
-627
-11% -$30.2K 0.07% 202
2022
Q1 		$302K Sell
5,679
-30
-0.5% -$1.57K 0.08% 181
2021
Q4 		$319K Buy
5,709
+580
+11% +$31.3K 0.09% 169
2021
Q3 		$259K Buy
5,129
+165
+3% +$8.56K 0.08% 184
2021
Q2 		$250K Sell
4,964
-14
-0.3% -$687 0.07% 219
2021
Q1 		$232K Buy
+4,978
New +$226K 0.05% 256

Other funds holding SPYM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return