Kelman Lazarov Inc. Boosts Position in State Street SPDR Portfolio S&P 500 ETF $SPYM

Kelman Lazarov Inc. grew its stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 2.8% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 421,242 shares of the company’s stock after buying an additional 11,601 shares during the period. State Street SPDR Portfolio S&P 500 ETF accounts for 4.6% of Kelman Lazarov Inc.’s portfolio, making the stock its 4th biggest holding. Kelman Lazarov Inc.’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $32,242,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in SPYM. PAX Financial Group LLC increased its holdings in State Street SPDR Portfolio S&P 500 ETF by 1,848.0% in the 1st quarter. PAX Financial Group LLC now owns 117,505 shares of the company’s stock worth $8,994,000 after acquiring an additional 111,473 shares in the last quarter. Turtle Creek Wealth Advisors LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF during the 1st quarter worth approximately $29,000. Private Advisor Group LLC lifted its holdings in State Street SPDR Portfolio S&P 500 ETF by 3.7% during the first quarter. Private Advisor Group LLC now owns 4,986,884 shares of the company’s stock valued at $381,696,000 after purchasing an additional 178,017 shares in the last quarter. Trademark Financial Management LLC lifted its holdings in State Street SPDR Portfolio S&P 500 ETF by 14.5% during the first quarter. Trademark Financial Management LLC now owns 98,085 shares of the company’s stock valued at $7,507,000 after purchasing an additional 12,393 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC boosted its position in shares of State Street SPDR Portfolio S&P 500 ETF by 79.7% in the first quarter. Elevation Point Wealth Partners LLC now owns 4,580 shares of the company’s stock worth $351,000 after purchasing an additional 2,032 shares during the period.

State Street SPDR Portfolio S&P 500 ETF Stock Performance

SPYM opened at $87.67 on Friday. The company has a 50 day simple moving average of $86.98 and a two-hundred day simple moving average of $82.55. State Street SPDR Portfolio S&P 500 ETF has a 1-year low of $72.69 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.