State Street SPDR Portfolio S&P 500 ETF $SPYM Stock: Soltis Investment Advisors LLC Raises Holdings

Soltis Investment Advisors LLC boosted its holdings in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 574.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 17,339 shares of the company’s stock after buying an additional 14,769 shares during the quarter. Soltis Investment Advisors LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $1,556,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of SPYM. Founders Financial Securities LLC purchased a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the 3rd quarter valued at $4,707,000. Keeler & Nadler Financial Planning & Wealth Management increased its stake in shares of State Street SPDR Portfolio S&P 500 ETF by 8.0% in the third quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 307,898 shares of the company’s stock worth $27,637,000 after acquiring an additional 22,911 shares during the period. ERn Financial LLC raised its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 1.5% during the third quarter. ERn Financial LLC now owns 109,764 shares of the company’s stock worth $9,852,000 after purchasing an additional 1,595 shares during the last quarter. Choreo LLC raised its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 26.4% during the third quarter. Choreo LLC now owns 3,949 shares of the company’s stock worth $354,000 after purchasing an additional 826 shares during the last quarter. Finally, Fonville Wealth Management LLC raised its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 2.6% during the third quarter. Fonville Wealth Management LLC now owns 60,484 shares of the company’s stock worth $5,429,000 after purchasing an additional 1,532 shares during the last quarter.

State Street SPDR Portfolio S&P 500 ETF Stock Performance

NYSEARCA SPYM opened at $88.95 on Friday. The company has a fifty day moving average of $90.31 and a 200 day moving average of $85.75. State Street SPDR Portfolio S&P 500 ETF has a 1 year low of $74.06 and a 1 year 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.