State Street SPDR Portfolio S&P 500 ETF $SPYM is ATX Financial Planning LLC’s 6th Largest Position

ATX Financial Planning LLC raised its stake in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 22.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,304 shares of the company’s stock after acquiring an additional 14,068 shares during the period. State Street SPDR Portfolio S&P 500 ETF accounts for approximately 4.4% of ATX Financial Planning LLC’s portfolio, making the stock its 6th largest position. ATX Financial Planning LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $5,840,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. VSM Wealth Advisory LLC acquired a new position in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter valued at $28,000. ORG Wealth Partners LLC purchased a new stake in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at approximately $29,000. Turtle Creek Wealth Advisors LLC purchased a new stake in State Street SPDR Portfolio S&P 500 ETF during the 1st quarter valued at approximately $29,000. Conquis Financial LLC acquired a new stake in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter worth approximately $31,000. Finally, Bartlett & CO. Wealth Management LLC acquired a new stake in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter worth approximately $32,000.

State Street SPDR Portfolio S&P 500 ETF Trading Up 0.9%

Shares of SPYM stock opened at $88.47 on Friday. The business’s 50 day moving average is $87.32 and its two-hundred day moving average is $82.81. State Street SPDR Portfolio S&P 500 ETF has a twelve month low of $72.71 and a twelve month 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.