SEC 13F Intelligence

Cedarwood Wealth LLC / SPY

Cedarwood Wealth LLC’s State Str Spdr S&P 500 Etf T Position

Does Cedarwood Wealth LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes6.7K shares worth $4M (+4.40% of its 13F portfolio) as of Q1 2026.

Position Value
$4M
Q1 2026
Shares
6.7K
% of Portfolio
+4.40%
Quarters Held
1
currently held

Position History SPY

Reported value by quarter
Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.7K$4M+4.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cedarwood Wealth LLC’s full portfolio or all institutional holders of SPY.