Compound Planning Inc. Has $6.65 Million Stock Holdings in State Street SPDR Portfolio S&P 500 ETF $SPYM

Compound Planning Inc. grew its holdings in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 144.5% in the 1st quarter, HoldingsChannel.com reports. The fund owned 86,854 shares of the company’s stock after purchasing an additional 51,333 shares during the quarter. Compound Planning Inc.’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $6,648,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in SPYM. Modern Wealth Management LLC raised its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 28.7% during the 1st quarter. Modern Wealth Management LLC now owns 1,222,286 shares of the company’s stock valued at $94,263,000 after purchasing an additional 272,216 shares in the last quarter. American Financial Advisors LLC lifted its stake in shares of State Street SPDR Portfolio S&P 500 ETF by 4.8% in the 1st quarter. American Financial Advisors LLC now owns 36,919 shares of the company’s stock valued at $2,826,000 after purchasing an additional 1,704 shares during the last quarter. Sei Investments Co. boosted its holdings in State Street SPDR Portfolio S&P 500 ETF by 47.7% in the first quarter. Sei Investments Co. now owns 37,924 shares of the company’s stock worth $2,903,000 after purchasing an additional 12,256 shares in the last quarter. Alamar Capital Management LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF in the first quarter worth $1,228,000. Finally, GSG Advisors LLC acquired a new position in State Street SPDR Portfolio S&P 500 ETF during the first quarter worth $216,000.

State Street SPDR Portfolio S&P 500 ETF Price Performance

State Street SPDR Portfolio S&P 500 ETF stock opened at $86.91 on Friday. State Street SPDR Portfolio S&P 500 ETF has a one year low of $72.86 and a one year high of $89.52. The company’s fifty day moving average price is $87.69 and its two-hundred day moving average price is $83.31.

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.