Fulcrum Equity Management Has $2.49 Million Stock Holdings in State Street SPDR Portfolio S&P 500 ETF $SPYM

Fulcrum Equity Management increased its stake in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 50.7% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 28,313 shares of the company’s stock after acquiring an additional 9,524 shares during the period. State Street SPDR Portfolio S&P 500 ETF comprises approximately 1.8% of Fulcrum Equity Management’s portfolio, making the stock its 7th largest position. Fulcrum Equity Management’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $2,488,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. VSM Wealth Advisory LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF during the fourth quarter worth about $28,000. Turtle Creek Wealth Advisors LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the 1st quarter worth about $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 about $31,000. Strategic Wealth Advisors LLC bought a new position in shares of State Street SPDR Portfolio S&P 500 ETF during the 1st quarter valued at about $31,000. Finally, Annis Gardner Whiting Capital Advisors LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF during the 1st quarter valued at about $31,000.

State Street SPDR Portfolio S&P 500 ETF Stock Performance

NYSEARCA:SPYM opened at $91.00 on Tuesday. The business has a 50 day moving average of $87.91 and a 200 day moving average of $83.95. 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.