State Street SPDR Portfolio S&P 500 ETF $SPYM Stock: Montz Harcus Wealth Management LLC Increases Position

Montz Harcus Wealth Management LLC increased its holdings in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 1.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 462,330 shares of the company’s stock after purchasing an additional 8,246 shares during the period. State Street SPDR Portfolio S&P 500 ETF accounts for 16.1% of Montz Harcus Wealth Management LLC’s holdings, making the stock its biggest holding. Montz Harcus Wealth Management LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $41,499,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Turtle Creek Wealth Advisors LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the first quarter worth $29,000. Integrity Financial Corp WA purchased a new position in State Street SPDR Portfolio S&P 500 ETF during the second quarter valued at $29,000. Highland Investment Advisors LLC purchased a new position in State Street SPDR Portfolio S&P 500 ETF during the second quarter valued at $29,000. Strategic Wealth Advisors LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF in the 1st quarter valued at $31,000. Finally, Annis Gardner Whiting Capital Advisors LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF in the 1st quarter valued at $31,000.

State Street SPDR Portfolio S&P 500 ETF Trading Up 0.6%

Shares of SPYM stock opened at $91.64 on Friday. The company’s fifty day simple moving average is $90.38 and its two-hundred day simple moving average is $86.99. State Street SPDR Portfolio S&P 500 ETF has a 52 week low of $74.06 and a 52 week 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.