Lord & Richards Wealth Management LLC Has $15.43 Million Stake in State Street SPDR Portfolio S&P 500 ETF $SPYM

Lord & Richards Wealth Management LLC lifted its stake in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 4.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 201,608 shares of the company’s stock after purchasing an additional 8,153 shares during the period. State Street SPDR Portfolio S&P 500 ETF accounts for about 13.5% of Lord & Richards Wealth Management LLC’s investment portfolio, making the stock its biggest holding. Lord & Richards Wealth Management LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $15,431,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently modified their holdings of the company. James J. Burns & Company LLC increased its position in shares of State Street SPDR Portfolio S&P 500 ETF by 6.6% during the first quarter. James J. Burns & Company LLC now owns 3,810 shares of the company’s stock valued at $292,000 after buying an additional 235 shares during the period. Provident Wealth Management LLC lifted its holdings in State Street SPDR Portfolio S&P 500 ETF by 3.8% in the first quarter. Provident Wealth Management LLC now owns 7,027 shares of the company’s stock worth $538,000 after buying an additional 256 shares during the period. VSM Wealth Advisory LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at approximately $28,000. ORG Wealth Partners LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at approximately $29,000. Finally, Conquis Financial LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at approximately $31,000.

State Street SPDR Portfolio S&P 500 ETF Trading Down 0.1%

SPYM stock opened at $86.26 on Thursday. State Street SPDR Portfolio S&P 500 ETF has a fifty-two week low of $71.45 and a fifty-two week high of $89.52. The business’s 50 day moving average price is $86.38 and its two-hundred day moving average price is $82.24.

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.