State Street SPDR Portfolio S&P 500 ETF $SPYM is Rockbridge Investment Management LCC’s 8th Largest Position

Rockbridge Investment Management LCC raised its position in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 18.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 641,714 shares of the company’s stock after acquiring an additional 100,435 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF accounts for about 4.4% of Rockbridge Investment Management LCC’s investment portfolio, making the stock its 8th largest holding. Rockbridge Investment Management LCC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $49,117,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in SPYM. Butensky & Cohen Financial Security Inc. purchased a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the fourth quarter valued at approximately $2,497,000. CoreCap Advisors LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the fourth quarter valued at $17,074,000. Team Financial Group LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the fourth quarter valued at $135,000. Worth Asset Management LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the fourth quarter valued at $9,280,000. Finally, ORG Wealth Partners LLC acquired a new stake in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at $29,000.

State Street SPDR Portfolio S&P 500 ETF Stock Up 0.1%

State Street SPDR Portfolio S&P 500 ETF stock opened at $86.96 on Friday. State Street SPDR Portfolio S&P 500 ETF has a 12-month low of $72.86 and a 12-month high of $89.52. The firm’s fifty day moving average price is $87.69 and its 200 day moving average price is $83.34.

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.