State Street SPDR Portfolio S&P 500 ETF $SPYM Holdings Increased by Schwallier Wealth Management LLC

Schwallier Wealth Management LLC grew its position in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 23.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 154,110 shares of the company’s stock after acquiring an additional 28,965 shares during the period. State Street SPDR Portfolio S&P 500 ETF comprises 9.1% of Schwallier Wealth Management LLC’s portfolio, making the stock its 2nd largest holding. Schwallier Wealth Management LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $13,833,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in SPYM. Ashurst Perkins Coie Trust Co purchased a new position in State Street SPDR Portfolio S&P 500 ETF during the third quarter worth about $26,000. Prudent Man Investment Management Inc. purchased a new stake in State Street SPDR Portfolio S&P 500 ETF in the 3rd quarter valued at approximately $26,000. SYM FINANCIAL Corp acquired a new position in State Street SPDR Portfolio S&P 500 ETF during the 3rd quarter worth approximately $27,000. Integrity Financial Corp WA acquired a new position in State Street SPDR Portfolio S&P 500 ETF during the 2nd quarter worth approximately $29,000. Finally, Highland Investment Advisors LLC acquired a new position in State Street SPDR Portfolio S&P 500 ETF during the 2nd quarter worth approximately $29,000.

State Street SPDR Portfolio S&P 500 ETF Price Performance

Shares of SPYM stock opened at $89.42 on Thursday. The stock has a 50 day simple moving average of $90.02 and a 200-day simple moving average of $86.03. State Street SPDR Portfolio S&P 500 ETF has a 12-month low of $74.06 and a 12-month high of $92.00.

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.