Trademark Financial Management LLC Grows Position in State Street SPDR Portfolio S&P 500 ETF $SPYM

Trademark Financial Management LLC raised its stake in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 14.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 98,085 shares of the company’s stock after acquiring an additional 12,393 shares during the period. State Street SPDR Portfolio S&P 500 ETF makes up 3.7% of Trademark Financial Management LLC’s portfolio, making the stock its 6th biggest position. Trademark Financial Management LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $7,507,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of SPYM. Greenleaf Trust bought a new position in State Street SPDR Portfolio S&P 500 ETF in the 4th quarter worth about $438,343,000. TD Private Client Wealth LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at about $394,477,000. GM Advisory Group LLC purchased a new position in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter worth about $380,655,000. First Command Advisory Services Inc. purchased a new position in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter worth about $278,503,000. Finally, Spinnaker Trust purchased a new position in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter worth about $173,811,000.

State Street SPDR Portfolio S&P 500 ETF Trading Down 0.1%

Shares of NYSEARCA SPYM opened at $87.67 on Friday. The firm’s 50 day moving average price is $86.90 and its 200-day moving average price is $82.51. State Street SPDR Portfolio S&P 500 ETF has a 52-week low of $72.69 and a 52-week high of $89.52.

About State Street SPDR Portfolio S&P 500 ETF

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.