State Street SPDR Portfolio S&P 500 ETF $SPYM Shares Bought by Montz Harcus Wealth Management LLC

Montz Harcus Wealth Management LLC grew its stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 2.1% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 449,889 shares of the company’s stock after purchasing an additional 9,414 shares during the period. State Street SPDR Portfolio S&P 500 ETF makes up about 13.9% of Montz Harcus Wealth Management LLC’s holdings, making the stock its largest position. Montz Harcus Wealth Management LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $34,435,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Greenleaf Trust purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the 4th quarter valued at about $438,343,000. Advance Capital Management Inc. purchased a new stake in State Street SPDR Portfolio S&P 500 ETF during the first quarter worth about $403,256,000. Private Advisor Group LLC grew its position in State Street SPDR Portfolio S&P 500 ETF by 3.7% during the first quarter. Private Advisor Group LLC now owns 4,986,884 shares of the company’s stock worth $381,696,000 after buying an additional 178,017 shares during the period. TD Private Client Wealth LLC acquired a new position in State Street SPDR Portfolio S&P 500 ETF during the fourth quarter worth about $394,477,000. Finally, GM Advisory Group LLC grew its position in State Street SPDR Portfolio S&P 500 ETF by 2.5% during the first quarter. GM Advisory Group LLC now owns 4,861,791 shares of the company’s stock worth $372,121,000 after buying an additional 116,648 shares during the period.

State Street SPDR Portfolio S&P 500 ETF Trading Down 0.7%

State Street SPDR Portfolio S&P 500 ETF stock traded down $0.62 during mid-day trading on Tuesday, reaching $87.81. The company had a trading volume of 2,404,275 shares, compared to its average volume of 14,374,647. The stock’s 50-day simple moving average is $87.08 and its 200-day simple moving average is $82.63. State Street SPDR Portfolio S&P 500 ETF has a 1 year low of $72.71 and a 1 year high of $89.52.

State Street SPDR Portfolio S&P 500 ETF 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.