Welch Capital Partners LLC NY Has $9.18 Million Stock Holdings in State Street SPDR Portfolio S&P 500 ETF $SPYM

Welch Capital Partners LLC NY reduced its position in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 19.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 119,937 shares of the company’s stock after selling 28,270 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF makes up about 2.1% of Welch Capital Partners LLC NY’s investment portfolio, making the stock its 6th largest holding. Welch Capital Partners LLC NY’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $9,180,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Cornerstone Advisors Asset Management LLC raised its position in shares of State Street SPDR Portfolio S&P 500 ETF by 6.8% during the 1st quarter. Cornerstone Advisors Asset Management LLC now owns 325,418 shares of the company’s stock valued at $24,908,000 after purchasing an additional 20,753 shares during the period. Balefire LLC boosted its holdings in State Street SPDR Portfolio S&P 500 ETF by 8.3% in the 1st quarter. Balefire LLC now owns 104,453 shares of the company’s stock worth $7,995,000 after buying an additional 7,969 shares during the period. Parallel Advisors LLC boosted its holdings in State Street SPDR Portfolio S&P 500 ETF by 7.8% in the 1st quarter. Parallel Advisors LLC now owns 69,553 shares of the company’s stock worth $5,324,000 after buying an additional 5,043 shares during the period. Liberty Square Wealth Partners LLC boosted its holdings in State Street SPDR Portfolio S&P 500 ETF by 11.4% in the 1st quarter. Liberty Square Wealth Partners LLC now owns 669,716 shares of the company’s stock worth $51,260,000 after buying an additional 68,621 shares during the period. Finally, World Equity Group Inc. increased its stake in State Street SPDR Portfolio S&P 500 ETF by 15.3% in the 1st quarter. World Equity Group Inc. now owns 12,826 shares of the company’s stock worth $982,000 after buying an additional 1,701 shares in the last quarter.

State Street SPDR Portfolio S&P 500 ETF Stock Performance

Shares of SPYM stock opened at $87.48 on Monday. The stock has a fifty day simple moving average of $87.67 and a two-hundred day simple moving average of $83.12. State Street SPDR Portfolio S&P 500 ETF has a 52-week low of $72.86 and a 52-week high of $89.52.

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.