State Street SPDR Portfolio S&P 500 ETF $SPYM Stock: Montz Harcus Wealth Management LLC Grows Stake

Montz Harcus Wealth Management LLC grew its holdings in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 1.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 462,330 shares of the company’s stock after purchasing an additional 8,246 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF makes up approximately 16.1% of Montz Harcus Wealth Management LLC’s holdings, making the stock its biggest position. Montz Harcus Wealth Management LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $41,499,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the business. Allianz Asset Management GmbH boosted its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 133.0% in the second quarter. Allianz Asset Management GmbH now owns 46,223,571 shares of the company’s stock worth $4,062,127,000 after buying an additional 26,382,568 shares during the last quarter. Vertex Investment Solutions Co. Ltd. purchased a new stake in State Street SPDR Portfolio S&P 500 ETF during the second quarter valued at approximately $2,077,794,000. Envestnet Asset Management Inc. raised its position in State Street SPDR Portfolio S&P 500 ETF by 12.0% in the second quarter. Envestnet Asset Management Inc. now owns 22,699,990 shares of the company’s stock worth $1,994,877,000 after acquiring an additional 2,438,519 shares during the period. Gradient Investments LLC bought a new position in State Street SPDR Portfolio S&P 500 ETF in the third quarter worth approximately $407,101,000. Finally, NorthRock Partners LLC boosted its stake in shares of State Street SPDR Portfolio S&P 500 ETF by 11.2% during the 2nd quarter. NorthRock Partners LLC now owns 4,629,596 shares of the company’s stock worth $406,849,000 after acquiring an additional 465,087 shares during the last quarter.

State Street SPDR Portfolio S&P 500 ETF Price Performance

Shares of SPYM stock opened at $91.64 on Friday. State Street SPDR Portfolio S&P 500 ETF has a 1 year low of $74.06 and a 1 year high of $92.00. The firm has a fifty day moving average price of $90.38 and a 200-day moving average price of $86.99.

About State Street SPDR Portfolio S&P 500 ETF

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.