Oregon Pacific Wealth Management LLC decreased its stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 12.8% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 47,068 shares of the company’s stock after selling 6,880 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF comprises 3.8% of Oregon Pacific Wealth Management LLC’s holdings, making the stock its 7th largest position. Oregon Pacific Wealth Management LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $3,603,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SPYM. VSM Wealth Advisory LLC purchased a new stake in State Street SPDR Portfolio S&P 500 ETF in the 4th quarter valued at $28,000. ORG Wealth Partners LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF during the 4th quarter worth $29,000. Conquis Financial LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF during the 4th quarter worth $31,000. Bartlett & CO. Wealth Management LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF during the 4th quarter worth $32,000. Finally, Investment Research & Advisory Group Inc. acquired a new position in shares of State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at about $34,000.
State Street SPDR Portfolio S&P 500 ETF Price Performance
Shares of SPYM opened at $85.76 on Monday. State Street SPDR Portfolio S&P 500 ETF has a 12-month low of $71.86 and a 12-month high of $89.52. The firm has a 50-day moving average price of $86.54 and a 200 day moving average price of $82.32.
State Street SPDR Portfolio S&P 500 ETF Company Profile
The Tradr 2X Long SPY Monthly ETF (SPYM) is an exchange-traded fund that mostly invests in large cap equity. The fund is actively managed, seeking to provide 2x the exposure to the monthly price return of the SPDR S&P 500 ETF (ticker: SPY-US) through swap agreements with major global financial institutions. SPYM was launched on Sep 3, 2024 and is issued by Tradr.
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