Delta Wealth Advisors LLC Has $857,000 Stake in State Street SPDR Portfolio S&P 500 ETF $SPYM

Delta Wealth Advisors LLC reduced its position in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 67.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,201 shares of the company’s stock after selling 23,497 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF accounts for approximately 0.7% of Delta Wealth Advisors LLC’s investment portfolio, making the stock its 26th biggest holding. Delta Wealth Advisors LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $857,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Ayalon Insurance Comp Ltd. acquired a new stake in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter valued at $1,256,000. Cullen Investment Group LTD. acquired a new position in shares of State Street SPDR Portfolio S&P 500 ETF during the 4th quarter worth about $776,000. Defender Capital LLC. acquired a new position in shares of State Street SPDR Portfolio S&P 500 ETF during the 4th quarter worth about $738,000. Heartwood Wealth Advisors LLC bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the 4th quarter valued at about $391,000. Finally, HWG Holdings LP bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF in the 4th quarter valued at about $3,599,000.

State Street SPDR Portfolio S&P 500 ETF Trading Down 0.6%

Shares of NYSEARCA:SPYM opened at $85.76 on Friday. State Street SPDR Portfolio S&P 500 ETF has a 52-week low of $71.86 and a 52-week high of $89.52. The company has a 50-day simple moving average of $86.54 and a 200 day simple moving average of $82.31.

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.