Montgomery Financial Services LLC Makes New $1.08 Million Investment in State Street SPDR Portfolio S&P 500 ETF $SPYM

Montgomery Financial Services LLC bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYMFree Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 12,313 shares of the company’s stock, valued at approximately $1,082,000. State Street SPDR Portfolio S&P 500 ETF accounts for 0.9% of Montgomery Financial Services LLC’s portfolio, making the stock its 12th largest holding.

A number of other institutional investors have also recently made changes to their positions in the stock. Highland Investment Advisors LLC purchased a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the 2nd quarter valued at about $29,000. Timbuktu Capital Management LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the 2nd quarter worth $129,000. TOP Private Wealth LLC. bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the second quarter worth $18,368,000. Hopwood Nicholas Hunter bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the second quarter worth $17,566,000. Finally, Aureum Wealth Management LLC increased its position in State Street SPDR Portfolio S&P 500 ETF by 3.4% during the second quarter. Aureum Wealth Management LLC now owns 62,044 shares of the company’s stock valued at $5,452,000 after acquiring an additional 2,060 shares during the last quarter.

State Street SPDR Portfolio S&P 500 ETF Trading Down 0.4%

State Street SPDR Portfolio S&P 500 ETF stock opened at $90.67 on Friday. State Street SPDR Portfolio S&P 500 ETF has a one year low of $74.06 and a one year high of $91.74. The stock has a fifty day moving average of $89.12 and a 200 day moving average of $85.17.

State Street SPDR Portfolio S&P 500 ETF Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM)

Receive News & Ratings for State Street SPDR Portfolio S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for State Street SPDR Portfolio S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.