WealthPLAN Partners LLC Grows Stake in State Street SPDR Portfolio S&P 500 ETF $SPYM

WealthPLAN Partners LLC grew its position in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 31.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 67,180 shares of the company’s stock after buying an additional 16,051 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF accounts for 1.0% of WealthPLAN Partners LLC’s holdings, making the stock its 25th largest holding. WealthPLAN Partners LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $5,142,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Red Crane Wealth Management LLC raised its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 2.3% in the first quarter. Red Crane Wealth Management LLC now owns 26,660 shares of the company’s stock valued at $2,041,000 after acquiring an additional 603 shares in the last quarter. Horst & Graben Wealth Management LLC increased its position in State Street SPDR Portfolio S&P 500 ETF by 26.2% during the 1st quarter. Horst & Graben Wealth Management LLC now owns 534,801 shares of the company’s stock valued at $45,014,000 after purchasing an additional 110,962 shares during the period. Hoey Investments Inc. purchased a new position in State Street SPDR Portfolio S&P 500 ETF during the 1st quarter valued at about $392,000. Montz Harcus Wealth Management LLC raised its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 2.1% in the 1st quarter. Montz Harcus Wealth Management LLC now owns 449,889 shares of the company’s stock valued at $34,435,000 after purchasing an additional 9,414 shares in the last quarter. Finally, Advance Capital Management Inc. bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the 1st quarter valued at about $403,256,000.

State Street SPDR Portfolio S&P 500 ETF Stock Down 0.5%

Shares of SPYM opened at $88.00 on Wednesday. The company has a 50 day moving average price of $87.16 and a 200-day moving average price of $82.68. State Street SPDR Portfolio S&P 500 ETF has a fifty-two week low of $72.71 and a fifty-two week 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.