State Street SPDR Portfolio S&P 500 ETF $SPYM is Lord & Richards Wealth Management LLC’s Largest Position

Lord & Richards Wealth Management LLC boosted its holdings in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 4.1% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 209,830 shares of the company’s stock after acquiring an additional 8,222 shares during the quarter. State Street SPDR Portfolio S&P 500 ETF accounts for about 14.4% of Lord & Richards Wealth Management LLC’s investment portfolio, making the stock its largest position. Lord & Richards Wealth Management LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $18,440,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of SPYM. Integrity Financial Corp WA bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the 2nd quarter valued at about $29,000. VSM Wealth Advisory LLC bought a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the fourth quarter worth approximately $28,000. Sound Financial Strategies Group LLC purchased a new stake in State Street SPDR Portfolio S&P 500 ETF in the second quarter valued at approximately $264,000. Turtle Creek Wealth Advisors LLC purchased a new stake in State Street SPDR Portfolio S&P 500 ETF in the first quarter valued at approximately $29,000. Finally, Conquis Financial LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF during the fourth quarter valued at approximately $31,000.

State Street SPDR Portfolio S&P 500 ETF Price Performance

SPYM stock opened at $91.01 on Friday. State Street SPDR Portfolio S&P 500 ETF has a one year low of $74.06 and a one year high of $91.74. The firm has a 50 day simple moving average of $89.03 and a two-hundred day simple moving average of $85.13.

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.