Quantum Financial Planning Services Inc. Has $51.40 Million Stock Position in State Street SPDR Portfolio S&P 500 ETF $SPYM

Quantum Financial Planning Services Inc. increased its stake in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 8.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 584,920 shares of the company’s stock after purchasing an additional 45,476 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF makes up 15.9% of Quantum Financial Planning Services Inc.’s investment portfolio, making the stock its 3rd largest holding. Quantum Financial Planning Services Inc.’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $51,403,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. VSM Wealth Advisory LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF during the fourth quarter valued at $28,000. Turtle Creek Wealth Advisors LLC acquired a new position in State Street SPDR Portfolio S&P 500 ETF in the first quarter worth approximately $29,000. Conquis Financial LLC bought a new position in shares of State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at $31,000. Annis Gardner Whiting Capital Advisors LLC acquired a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the 1st quarter valued at $31,000. Finally, Strategic Wealth Advisors LLC acquired a new stake in shares of 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 0.3%

Shares of NYSEARCA:SPYM opened at $90.94 on Thursday. The firm has a fifty day moving average price of $87.98 and a 200 day moving average price of $84.10. State Street SPDR Portfolio S&P 500 ETF has a 1 year low of $74.06 and a 1 year high of $91.44.

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.