State Street SPDR Portfolio S&P 500 ETF $SPYM Shares Sold by Peak Financial Advisors LLC

Peak Financial Advisors LLC reduced its stake in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 76.0% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 6,309 shares of the company’s stock after selling 19,964 shares during the quarter. Peak Financial Advisors LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $483,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of SPYM. Serenus Wealth Advisors LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the fourth quarter worth about $1,215,000. S. R. Schill & Associates acquired a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the fourth quarter worth about $17,402,000. Richardson Financial Services Inc. purchased a new stake in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter valued at approximately $8,138,000. Nations Financial Group Inc. IA ADV purchased a new stake in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter valued at approximately $8,458,000. Finally, Sovereign Financial Group Inc. acquired a new position in State Street SPDR Portfolio S&P 500 ETF in the 1st quarter worth approximately $587,000.

State Street SPDR Portfolio S&P 500 ETF Price Performance

SPYM opened at $85.76 on Monday. State Street SPDR Portfolio S&P 500 ETF has a 12-month low of $71.86 and a 12-month high of $89.52. The firm has a 50 day moving average of $86.54 and a two-hundred day moving average of $82.32.

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.