268,562 Shares in State Street SPDR Portfolio S&P 500 ETF $SPYM Purchased by Kellett Wealth Advisors LLC

Kellett Wealth Advisors LLC bought a new position in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 268,562 shares of the company’s stock, valued at approximately $24,106,000. State Street SPDR Portfolio S&P 500 ETF accounts for 9.5% of Kellett Wealth Advisors LLC’s portfolio, making the stock its 3rd largest holding.

A number of other institutional investors have also recently bought and sold shares of SPYM. Accel Wealth Management boosted its position in shares of State Street SPDR Portfolio S&P 500 ETF by 3.7% in the 3rd quarter. Accel Wealth Management now owns 3,348 shares of the company’s stock worth $300,000 after purchasing an additional 121 shares during the last quarter. WealthShield Partners LLC grew its stake in shares of State Street SPDR Portfolio S&P 500 ETF by 0.4% during the first quarter. WealthShield Partners LLC now owns 28,613 shares of the company’s stock worth $2,190,000 after purchasing an additional 124 shares during the period. Leverty Financial Group LLC grew its stake in shares of State Street SPDR Portfolio S&P 500 ETF by 2.4% during the third quarter. Leverty Financial Group LLC now owns 5,391 shares of the company’s stock worth $484,000 after purchasing an additional 125 shares during the period. Aspen Wealth Management LLC increased its holdings in State Street SPDR Portfolio S&P 500 ETF by 0.5% in the third quarter. Aspen Wealth Management LLC now owns 27,231 shares of the company’s stock valued at $2,444,000 after purchasing an additional 128 shares during the last quarter. Finally, PFG Investments LLC increased its holdings in State Street SPDR Portfolio S&P 500 ETF by 4.4% in the first quarter. PFG Investments LLC now owns 3,059 shares of the company’s stock valued at $234,000 after purchasing an additional 130 shares during the last quarter.

State Street SPDR Portfolio S&P 500 ETF Trading Down 1.1%

NYSEARCA SPYM opened at $90.58 on Thursday. State Street SPDR Portfolio S&P 500 ETF has a 12 month low of $74.06 and a 12 month high of $92.00. The stock has a 50-day simple moving average of $90.44 and a 200 day simple moving average of $87.37.

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.