Investment Planning Advisors Inc. increased its holdings in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 10.3% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 578,203 shares of the company’s stock after buying an additional 54,111 shares during the period. State Street SPDR Portfolio S&P 500 ETF accounts for approximately 12.2% of Investment Planning Advisors Inc.’s portfolio, making the stock its largest holding. Investment Planning Advisors Inc.’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $44,256,000 at the end of the most recent quarter.
Several other large investors also recently added to or reduced their stakes in the business. VSM Wealth Advisory LLC purchased a new position in State Street SPDR Portfolio S&P 500 ETF during the fourth quarter worth about $28,000. ORG Wealth Partners LLC purchased a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the 4th quarter valued at about $29,000. Conquis Financial LLC purchased a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the 4th quarter valued at about $31,000. Bartlett & CO. Wealth Management LLC purchased a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the 4th quarter valued at about $32,000. Finally, Investment Research & Advisory Group Inc. bought a new stake 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 NYSEARCA SPYM opened at $87.18 on Tuesday. State Street SPDR Portfolio S&P 500 ETF has a 12 month low of $72.36 and a 12 month high of $89.52. The business has a 50-day moving average of $86.63 and a 200-day moving average of $82.37.
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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