State Street SPDR Portfolio S&P 500 ETF $SPYM Stock Purchased by KWB Wealth

KWB Wealth lifted its position in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 3.2% in the 3rd quarter, Holdings Channel reports. The fund owned 1,776,546 shares of the company’s stock after buying an additional 55,571 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF accounts for approximately 13.7% of KWB Wealth’s holdings, making the stock its largest position. KWB Wealth’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $159,463,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the company. Hutchens & Kramer Investment Management Group LLC raised its position in shares of State Street SPDR Portfolio S&P 500 ETF by 30.3% in the third quarter. Hutchens & Kramer Investment Management Group LLC now owns 28,336 shares of the company’s stock valued at $2,543,000 after purchasing an additional 6,586 shares during the period. Smith Asset Management Co. LLC boosted its holdings in State Street SPDR Portfolio S&P 500 ETF by 1.7% in the 3rd quarter. Smith Asset Management Co. LLC now owns 13,224 shares of the company’s stock worth $1,187,000 after buying an additional 223 shares during the period. Forum Financial Management LP purchased a new position in State Street SPDR Portfolio S&P 500 ETF in the 3rd quarter valued at approximately $307,000. Tandem Investment Partners LLC grew its stake in State Street SPDR Portfolio S&P 500 ETF by 1.7% in the 3rd quarter. Tandem Investment Partners LLC now owns 98,120 shares of the company’s stock valued at $8,807,000 after buying an additional 1,654 shares in the last quarter. Finally, Hengehold Capital Management LLC purchased a new position in State Street SPDR Portfolio S&P 500 ETF in the 3rd quarter valued at approximately $6,017,000.

State Street SPDR Portfolio S&P 500 ETF Trading Down 1.1%

SPYM stock traded down $1.01 during midday trading on Friday, reaching $89.83. 8,713,596 shares of the company’s stock traded hands, compared to its average volume of 13,582,454. The company has a 50-day moving average price of $90.43 and a two-hundred day moving average price of $87.49. 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 Company 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.