Pacific Excel Wealth Advisors Inc. grew its holdings in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 496.3% during the 2nd quarter, Holdings Channel reports. The firm owned 68,319 shares of the company’s stock after purchasing an additional 56,861 shares during the period. State Street SPDR Portfolio S&P 500 ETF makes up approximately 2.3% of Pacific Excel Wealth Advisors Inc.’s portfolio, making the stock its 10th biggest position. Pacific Excel Wealth Advisors Inc.’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $6,004,000 as of its most recent SEC filing.
Several other large investors have also bought and sold shares of the business. VSM Wealth Advisory LLC bought a new position in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter valued at approximately $28,000. Turtle Creek Wealth Advisors LLC bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the 1st quarter valued at $29,000. Conquis Financial LLC acquired a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the 4th quarter valued at $31,000. Strategic Wealth Advisors LLC bought a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the 1st quarter worth $31,000. Finally, Annis Gardner Whiting Capital Advisors LLC acquired a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the first quarter worth $31,000.
State Street SPDR Portfolio S&P 500 ETF Price Performance
NYSEARCA:SPYM opened at $90.79 on Wednesday. State Street SPDR Portfolio S&P 500 ETF has a 1-year low of $73.77 and a 1-year high of $91.04. The business’s 50-day moving average price is $87.76 and its two-hundred day moving average price is $83.68.
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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Want to see what other hedge funds are holding SPYM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report).
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