SPEM β€” SPDR INDEX SHS FDS

Ownership history in Cypress Wealth Services, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Cypress Wealth Services, LLC reported a position in SPDR INDEX SHS FDS (SPEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.42% (2025 Q4)
πŸ“Š Avg. % of fund
1.22%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Cypress Wealth Services, LLC Γ— SPEM AI Analytics

πŸ“ˆ Cypress Wealth Services, LLC outperformed the S&P 500 by +0.8% annually on this SPEM position. Average cost basis: $43.83. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+0.8%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
2 quarters analyzed

πŸ’° Entry Quality
$43.83
+6.8% vs current ($46.81)

Best entry: $42.04 (2025 Q2)  Β·  Worst: $46.81 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Cypress Wealth Services, LLC has been actively increasing its SPEM allocation β€” a bullish signal from insiders.
Currently 1.42% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SPEM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 218,620 +58,514 +36.5% 1.42% $10.2M $46.81
2025 Q3 ADDED 160,106 +27,882 +21.1% 1.23% $7.5M $46.04
2025 Q2 INITIATED 132,224 β€” β€” 1.01% $5.7M $42.04

🏒 Other funds also holding SPEM

As of 2025 Q4 β€” sorted by position size

Marathon Strategic Advisors, LLC 8.61% 3EDGE Asset Management, LP 3Y 7Y 7.9% McNamara Financial Services, Inc. 3Y 7Y 7.72% Heritage Family Offices, LLP 7.23% Chaney Capital Management, Inc. 6.89% Tradewinds Capital Management, LLC 3Y 7Y 6.86% Luken Investment Analytics, LLC 3Y 6.7% LANDMARK WEALTH MANAGEMENT, INC. 6.47% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 6.26% Sterneck Capital Management, LLC 3Y 7Y 5.55%
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