14,631 Shares in State Street SPDR Portfolio S&P 500 ETF $SPYM Bought by Mosaic Advisors LLC

Mosaic Advisors LLC purchased a new position in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 14,631 shares of the company’s stock, valued at approximately $1,229,000. State Street SPDR Portfolio S&P 500 ETF makes up about 1.7% of Mosaic Advisors LLC’s portfolio, making the stock its 16th biggest holding.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Wealthgarden F.S. LLC lifted its stake in State Street SPDR Portfolio S&P 500 ETF by 45.8% in the first quarter. Wealthgarden F.S. LLC now owns 20,760 shares of the company’s stock valued at $1,589,000 after acquiring an additional 6,525 shares during the last quarter. Nwam LLC increased its stake in shares of State Street SPDR Portfolio S&P 500 ETF by 8.5% during the 1st quarter. Nwam LLC now owns 80,733 shares of the company’s stock worth $6,179,000 after purchasing an additional 6,313 shares during the last quarter. Avantax Planning Partners Inc. increased its stake in shares of State Street SPDR Portfolio S&P 500 ETF by 6.7% during the 1st quarter. Avantax Planning Partners Inc. now owns 47,968 shares of the company’s stock worth $3,671,000 after purchasing an additional 2,999 shares during the last quarter. Sterling Group Wealth Management LLC raised its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 4.8% in the 1st quarter. Sterling Group Wealth Management LLC now owns 1,079,682 shares of the company’s stock valued at $82,639,000 after purchasing an additional 49,533 shares during the period. Finally, NBZ Investment Advisors LLC raised its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 98.0% in the 1st quarter. NBZ Investment Advisors LLC now owns 399,068 shares of the company’s stock valued at $30,545,000 after purchasing an additional 197,519 shares during the period.

State Street SPDR Portfolio S&P 500 ETF Trading Up 0.4%

Shares of NYSEARCA:SPYM opened at $88.50 on Wednesday. State Street SPDR Portfolio S&P 500 ETF has a 52-week low of $72.71 and a 52-week high of $89.52. The company has a 50-day simple moving average of $87.56 and a 200 day simple moving average of $82.97.

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.