State Street SPDR Portfolio S&P 500 ETF $SPYM Shares Sold by Laurel Oak Wealth Management LLC

Laurel Oak Wealth Management LLC reduced its holdings in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 33.4% in the 1st quarter, HoldingsChannel.com reports. The fund owned 58,475 shares of the company’s stock after selling 29,271 shares during the period. Laurel Oak Wealth Management LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $4,476,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. VCI Wealth Management LLC lifted its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 106.0% in the first quarter. VCI Wealth Management LLC now owns 26,282 shares of the company’s stock valued at $2,012,000 after purchasing an additional 13,522 shares in the last quarter. Sequent Planning LLC increased its stake in shares of State Street SPDR Portfolio S&P 500 ETF by 40.1% during the 1st quarter. Sequent Planning LLC now owns 4,104 shares of the company’s stock worth $314,000 after purchasing an additional 1,175 shares in the last quarter. Waterway Wealth Management LLC increased its stake in shares of State Street SPDR Portfolio S&P 500 ETF by 18.9% during the 1st quarter. Waterway Wealth Management LLC now owns 7,471 shares of the company’s stock worth $572,000 after purchasing an additional 1,188 shares in the last quarter. Penbrook Management LLC acquired a new position in shares of State Street SPDR Portfolio S&P 500 ETF during the 1st quarter worth approximately $243,000. Finally, Independent Wealth Network Inc. raised its position in shares of State Street SPDR Portfolio S&P 500 ETF by 31.0% during the 1st quarter. Independent Wealth Network Inc. now owns 199,352 shares of the company’s stock worth $15,258,000 after purchasing an additional 47,214 shares during the last quarter.

State Street SPDR Portfolio S&P 500 ETF Stock Down 0.6%

SPYM stock opened at $85.76 on Friday. The stock’s 50 day moving average price is $86.54 and its 200 day moving average price is $82.31. State Street SPDR Portfolio S&P 500 ETF has a 1 year low of $71.86 and a 1 year high of $89.52.

State Street SPDR Portfolio S&P 500 ETF Company 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.