Capital Financial Group Inc. Co. ADV lowered its position in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 3.6% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 222,520 shares of the company’s stock after selling 8,220 shares during the period. State Street SPDR Portfolio S&P 500 ETF makes up about 9.4% of Capital Financial Group Inc. Co. ADV’s portfolio, making the stock its largest position. Capital Financial Group Inc. Co. ADV’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $17,032,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently modified their holdings of the company. VSM Wealth Advisory LLC purchased a new stake in State Street SPDR Portfolio S&P 500 ETF during the fourth quarter valued at approximately $28,000. ORG Wealth Partners LLC acquired a new stake in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter valued at approximately $29,000. Turtle Creek Wealth Advisors LLC acquired a new stake in State Street SPDR Portfolio S&P 500 ETF in the first quarter valued at 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. Finally, Bartlett & CO. Wealth Management LLC purchased a new position in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter worth $32,000.
State Street SPDR Portfolio S&P 500 ETF Price Performance
Shares of SPYM stock opened at $87.67 on Friday. State Street SPDR Portfolio S&P 500 ETF has a 12-month low of $72.69 and a 12-month high of $89.52. The business’s fifty day simple moving average is $86.98 and its 200-day simple moving average is $82.55.
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.
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