Capital Financial Group Inc. Co. ADV cut its holdings in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 3.6% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 222,520 shares of the company’s stock after selling 8,220 shares during the period. State Street SPDR Portfolio S&P 500 ETF accounts for 9.4% of Capital Financial Group Inc. Co. ADV’s holdings, making the stock its biggest holding. Capital Financial Group Inc. Co. ADV’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $17,032,000 as of its most recent SEC filing.
Several other institutional investors also recently bought and sold shares of the business. VSM Wealth Advisory LLC bought a new position in State Street SPDR Portfolio S&P 500 ETF in the fourth quarter worth approximately $28,000. ORG Wealth Partners LLC purchased a new stake in State Street SPDR Portfolio S&P 500 ETF during the fourth quarter worth $29,000. Turtle Creek Wealth Advisors LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF during the 1st quarter valued at $29,000. Conquis Financial LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at $31,000. Finally, Bartlett & CO. Wealth Management LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the 4th quarter valued at $32,000.
State Street SPDR Portfolio S&P 500 ETF Stock Performance
Shares of NYSEARCA:SPYM opened at $87.67 on Friday. State Street SPDR Portfolio S&P 500 ETF has a 12-month low of $72.69 and a 12-month high of $89.52. The business’s fifty day simple moving average is $86.98 and its 200-day simple moving average is $82.55.
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.
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