Simplicity Wealth LLC cut its position in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 17.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 381,443 shares of the company’s stock after selling 79,591 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF accounts for 1.0% of Simplicity Wealth LLC’s portfolio, making the stock its 13th biggest holding. Simplicity Wealth LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $34,238,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors have also added to or reduced their stakes in the company. Accel Wealth Management raised its holdings in State Street SPDR Portfolio S&P 500 ETF by 3.7% in the 3rd quarter. Accel Wealth Management now owns 3,348 shares of the company’s stock valued at $300,000 after acquiring an additional 121 shares in the last quarter. WealthShield Partners LLC lifted its position in shares of State Street SPDR Portfolio S&P 500 ETF by 0.4% in the 1st quarter. WealthShield Partners LLC now owns 28,613 shares of the company’s stock worth $2,190,000 after acquiring an additional 124 shares during the period. Leverty Financial Group LLC lifted its position in shares of State Street SPDR Portfolio S&P 500 ETF by 2.4% in the 3rd quarter. Leverty Financial Group LLC now owns 5,391 shares of the company’s stock worth $484,000 after acquiring an additional 125 shares during the period. James T. Borello RIA lifted its position in shares of State Street SPDR Portfolio S&P 500 ETF by 3.2% in the 3rd quarter. James T. Borello RIA now owns 4,054 shares of the company’s stock worth $364,000 after acquiring an additional 126 shares during the period. Finally, Aspen Wealth Management LLC grew its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 0.5% during the 3rd quarter. Aspen Wealth Management LLC now owns 27,231 shares of the company’s stock worth $2,444,000 after purchasing an additional 128 shares in the last quarter.
State Street SPDR Portfolio S&P 500 ETF Price Performance
Shares of NYSEARCA:SPYM opened at $89.45 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 business’s 50 day moving average is $90.34 and its 200-day moving average is $87.99.
State Street SPDR Portfolio S&P 500 ETF 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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