Lord & Richards Wealth Management LLC lifted its stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 4.1% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 209,830 shares of the company’s stock after purchasing an additional 8,222 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF accounts for about 14.4% of Lord & Richards Wealth Management LLC’s holdings, making the stock its largest position. Lord & Richards Wealth Management LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $18,440,000 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 position in State Street SPDR Portfolio S&P 500 ETF in the 4th quarter worth about $28,000. Turtle Creek Wealth Advisors LLC bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the first quarter valued at about $29,000. Integrity Financial Corp WA bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the second quarter valued at about $29,000. Conquis Financial LLC purchased a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the fourth quarter worth about $31,000. Finally, Strategic Wealth Advisors LLC purchased a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the first quarter worth about $31,000.
State Street SPDR Portfolio S&P 500 ETF Stock Performance
SPYM stock opened at $91.01 on Friday. The firm has a 50 day moving average of $89.03 and a 200-day moving average of $85.13. State Street SPDR Portfolio S&P 500 ETF has a 12 month low of $74.06 and a 12 month high of $91.74.
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.
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