State Street SPDR Portfolio S&P 500 ETF $SPYM Stock Holdings Lifted by Roan Capital Partners

Roan Capital Partners lifted its stake in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 48.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 74,351 shares of the company’s stock after purchasing an additional 24,356 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF comprises about 5.4% of Roan Capital Partners’ holdings, making the stock its largest holding. Roan Capital Partners’ holdings in State Street SPDR Portfolio S&P 500 ETF were worth $6,534,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Adamsbrown Wealth Consultants LLC acquired a new position in State Street SPDR Portfolio S&P 500 ETF during the second quarter worth $34,351,000. Legacy Wealth Management LLC MS grew its holdings in State Street SPDR Portfolio S&P 500 ETF by 69.7% in the 2nd quarter. Legacy Wealth Management LLC MS now owns 302,964 shares of the company’s stock valued at $26,625,000 after buying an additional 124,427 shares in the last quarter. Valeo Financial Advisors LLC increased its stake in shares of State Street SPDR Portfolio S&P 500 ETF by 100.1% in the 2nd quarter. Valeo Financial Advisors LLC now owns 8,739 shares of the company’s stock worth $768,000 after acquiring an additional 4,371 shares during the last quarter. Private Wealth Group LLC increased its stake in shares of State Street SPDR Portfolio S&P 500 ETF by 3.6% in the 2nd quarter. Private Wealth Group LLC now owns 790,173 shares of the company’s stock worth $69,440,000 after acquiring an additional 27,538 shares during the last quarter. Finally, Worth Asset Management LLC raised its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 4.5% during the 2nd quarter. Worth Asset Management LLC now owns 113,145 shares of the company’s stock worth $9,943,000 after acquiring an additional 4,864 shares during the period.

State Street SPDR Portfolio S&P 500 ETF Price Performance

Shares of SPYM stock opened at $91.01 on Friday. The company’s 50-day moving average price is $87.88 and its 200-day moving average price is $83.86. State Street SPDR Portfolio S&P 500 ETF has a twelve month low of $74.06 and a twelve month high of $91.44.

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.