State Street SPDR Portfolio S&P 500 ETF $SPYM Holdings Lowered by Forthright Family Wealth Advisory LLC

Forthright Family Wealth Advisory LLC decreased its position in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 70.4% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 210,002 shares of the company’s stock after selling 498,566 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF makes up about 10.4% of Forthright Family Wealth Advisory LLC’s holdings, making the stock its 2nd largest position. Forthright Family Wealth Advisory LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $18,455,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of SPYM. VSM Wealth Advisory LLC acquired a new position in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter valued at $28,000. Turtle Creek Wealth Advisors LLC acquired a new position in State Street SPDR Portfolio S&P 500 ETF during the 1st quarter worth approximately $29,000. Conquis Financial LLC purchased a new position in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter worth $31,000. Strategic Wealth Advisors LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the 1st quarter valued at about $31,000. Finally, Annis Gardner Whiting Capital Advisors LLC purchased a new position in State Street SPDR Portfolio S&P 500 ETF in the first quarter valued at about $31,000.

State Street SPDR Portfolio S&P 500 ETF Stock Up 0.7%

Shares of SPYM stock opened at $91.56 on Friday. State Street SPDR Portfolio S&P 500 ETF has a 1 year low of $74.06 and a 1 year high of $91.74. The stock has a fifty day moving average price of $88.03 and a 200 day moving average price of $84.17.

About State Street SPDR Portfolio S&P 500 ETF

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.