Kingswood Wealth Advisors LLC Acquires Shares of 362,880 State Street SPDR Portfolio S&P 500 ETF $SPYM

Kingswood Wealth Advisors LLC acquired a new stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 362,880 shares of the company’s stock, valued at approximately $29,122,000. State Street SPDR Portfolio S&P 500 ETF comprises about 1.4% of Kingswood Wealth Advisors LLC’s portfolio, making the stock its 10th biggest holding. Kingswood Wealth Advisors LLC owned approximately 453.60% of State Street SPDR Portfolio S&P 500 ETF at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the stock. Greenleaf Trust bought a new position in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at $438,343,000. Crews Bank & Trust bought a new position in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at $91,162,000. Farther Finance Advisors LLC bought a new position in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at $53,754,000. Jackson Wealth Management LLC bought a new position in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at $42,581,000. Finally, Harbor Capital Advisors Inc. bought a new position in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at $27,259,000.

State Street SPDR Portfolio S&P 500 ETF Stock Performance

NYSEARCA SPYM opened at $82.87 on Wednesday. State Street SPDR Portfolio S&P 500 ETF has a 12 month low of $61.06 and a 12 month high of $83.85. The company’s fifty day moving average is $79.44.

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.