State Street SPDR Portfolio S&P 500 ETF $SPYM is Wealthspire Retirement LLC’s 8th Largest Position

Wealthspire Retirement LLC raised its holdings in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYMFree Report) by 9.7% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 453,841 shares of the company’s stock after acquiring an additional 40,204 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF accounts for about 2.1% of Wealthspire Retirement LLC’s holdings, making the stock its 8th biggest position. Wealthspire Retirement LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $34,737,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. Serenus Wealth Advisors LLC acquired a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at approximately $1,215,000. S. R. Schill & Associates acquired a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the 4th quarter worth approximately $17,402,000. Richardson Financial Services Inc. acquired a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the 4th quarter worth approximately $8,138,000. Nations Financial Group Inc. IA ADV purchased a new position in State Street SPDR Portfolio S&P 500 ETF in the 4th quarter valued at approximately $8,458,000. Finally, Sovereign Financial Group Inc. purchased a new position in State Street SPDR Portfolio S&P 500 ETF in the 1st quarter valued at approximately $587,000.

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

Shares of SPYM stock opened at $87.97 on Thursday. The stock has a fifty day moving average price of $87.72 and a 200 day moving average price of $83.27. State Street SPDR Portfolio S&P 500 ETF has a 1 year low of $72.86 and a 1 year high of $89.52.

State Street SPDR Portfolio S&P 500 ETF Company Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM)

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