Triad Wealth Partners LLC Buys 88,118 Shares of State Street SPDR Portfolio S&P 500 ETF $SPYM

Triad Wealth Partners LLC lifted its stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 79.3% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 199,215 shares of the company’s stock after buying an additional 88,118 shares during the period. State Street SPDR Portfolio S&P 500 ETF comprises approximately 1.2% of Triad Wealth Partners LLC’s investment portfolio, making the stock its 17th biggest position. Triad Wealth Partners LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $15,248,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Serenus Wealth Advisors LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter worth $1,215,000. S. R. Schill & Associates acquired a new position in State Street SPDR Portfolio S&P 500 ETF in the 4th quarter worth about $17,402,000. Nations Financial Group Inc. IA ADV bought a new position in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter valued at about $8,458,000. Richardson Financial Services Inc. bought a new position in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter valued at about $8,138,000. Finally, Cary Street Partners Financial LLC acquired a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the fourth quarter valued at about $35,957,000.

State Street SPDR Portfolio S&P 500 ETF Price Performance

Shares of SPYM stock opened at $87.89 on Friday. The business’s 50-day moving average price is $85.99 and its 200-day moving average price is $82.09. State Street SPDR Portfolio S&P 500 ETF has a 12 month low of $69.84 and a 12 month high of $89.52.

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.