Theory Financial LLC Grows Position in State Street SPDR Portfolio S&P 500 ETF $SPYM

Theory Financial LLC lifted its holdings in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 25.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 83,451 shares of the company’s stock after buying an additional 16,789 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF comprises 2.2% of Theory Financial LLC’s investment portfolio, making the stock its 12th biggest position. Theory Financial LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $6,387,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. VSM Wealth Advisory LLC bought a new position in State Street SPDR Portfolio S&P 500 ETF in the 4th quarter worth about $28,000. ORG Wealth Partners LLC purchased a new position in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at about $29,000. Turtle Creek Wealth Advisors LLC bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the first quarter valued at about $29,000. Conquis Financial LLC bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the fourth quarter valued at about $31,000. Finally, Strategic Wealth Advisors LLC purchased a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the first quarter worth about $31,000.

State Street SPDR Portfolio S&P 500 ETF Price Performance

Shares of NYSEARCA:SPYM opened at $88.84 on Thursday. The firm has a fifty day moving average price of $87.61 and a two-hundred day moving average price of $83.02. State Street SPDR Portfolio S&P 500 ETF has a one year low of $72.71 and a one year high of $89.52.

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.