Cedar Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Cedar Wealth Management, LLC

$276 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$26.58 - $26.79 $1,116 - $1,125	-42 Closed	0 $0
Q2 2020 Aug 04, 2020	SELL	$26.53 - $26.95 $306,607 - $311,461	-11,557 Reduced 99.64%	42 $1,000
Q1 2020 May 01, 2020	SELL	$23.3 - $26.73 $106,760 - $122,476	-4,582 Reduced 28.32%	11,599 $310,000
Q4 2019 Jan 29, 2020	SELL	$26.07 - $26.31 $13,999 - $14,128	-537 Reduced 3.21%	16,181 $422,000
Q3 2019 Oct 24, 2019	BUY	$26.12 - $26.31 $218,833 - $220,425	8,378 Added 100.46%	16,718 $439,000
Q2 2019 Jul 24, 2019	BUY	N/A	1,981 Added 31.15%	8,340 $218,000
Q1 2019 Apr 25, 2019	BUY	N/A	6,259 Added 6259.0%	6,359 $164,000
Q4 2018 Jan 23, 2019	BUY	N/A	91 Added 1011.11%	100 $3,000
Q3 2018 Nov 06, 2018	BUY	N/A	9 New	9 $0

Others Institutions Holding SPMB

# of Institutions

241

Shares Held

262M

Call Options Held

5.5K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

183M
Shares

$3.96 Billion
8.31% of portfolio
Lpl Financial LLC Fort Mill, SC

13.3M
Shares

$288 Million
0.12% of portfolio
Townsquare Capital LLC

5.51M
Shares

$120 Million
1.38% of portfolio
Stifel Financial Corp St. Louis, MO

5.51M
Shares

$119 Million
0.13% of portfolio
State Street Corp Boston, MA

4.42M
Shares

$95.9 Million
0.0% of portfolio

About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
Sector ETFs
Industry ETFs

More about SPMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cedar Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Wealth Management, LLC with notifications on news.