Avantax Planning Partners Inc. Purchases New Holdings in State Street SPDR Portfolio S&P 500 ETF $SPYM

Avantax Planning Partners Inc. purchased a new position in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 46,770 shares of the company’s stock, valued at approximately $4,198,000.

Other institutional investors have also modified their holdings of the company. Ashurst Perkins Coie Trust Co purchased a new position in State Street SPDR Portfolio S&P 500 ETF in the third quarter valued at $26,000. Prudent Man Investment Management Inc. acquired a new position in State Street SPDR Portfolio S&P 500 ETF during the 3rd quarter worth $26,000. SYM FINANCIAL Corp acquired a new position in State Street SPDR Portfolio S&P 500 ETF during the 3rd quarter worth $27,000. Highland Investment Advisors LLC purchased a new stake in State Street SPDR Portfolio S&P 500 ETF during the 2nd quarter worth about $29,000. Finally, Carolina Wealth Advisors LLC purchased a new stake in State Street SPDR Portfolio S&P 500 ETF during the 3rd quarter worth about $30,000.

State Street SPDR Portfolio S&P 500 ETF Stock Up 0.3%

SPYM stock opened at $86.56 on Friday. The business’s 50-day moving average is $90.10 and its two-hundred day moving average is $85.91. State Street SPDR Portfolio S&P 500 ETF has a 1 year low of $74.06 and a 1 year high of $92.00.

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.