State Street SPDR Portfolio S&P 500 ETF $SPYM is Moulton Wealth Management Inc.’s Largest Position

Moulton Wealth Management Inc. raised its position in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 127.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 207,915 shares of the company’s stock after acquiring an additional 116,449 shares during the period. State Street SPDR Portfolio S&P 500 ETF makes up approximately 12.2% of Moulton Wealth Management Inc.’s holdings, making the stock its biggest holding. Moulton Wealth Management Inc.’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $18,296,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of SPYM. RDA Financial Network grew its holdings in shares of State Street SPDR Portfolio S&P 500 ETF by 76.3% in the second quarter. RDA Financial Network now owns 50,563 shares of the company’s stock valued at $4,443,000 after purchasing an additional 21,882 shares in the last quarter. Frisco Financial Planning LLC increased its position in State Street SPDR Portfolio S&P 500 ETF by 15.8% in the second quarter. Frisco Financial Planning LLC now owns 29,690 shares of the company’s stock worth $2,609,000 after purchasing an additional 4,040 shares during the last quarter. WealthPoint Financial LLC raised its stake in State Street SPDR Portfolio S&P 500 ETF by 30.8% during the first quarter. WealthPoint Financial LLC now owns 88,982 shares of the company’s stock valued at $6,811,000 after purchasing an additional 20,955 shares in the last quarter. Redwood Investment Management LLC raised its stake in State Street SPDR Portfolio S&P 500 ETF by 35.5% during the first quarter. Redwood Investment Management LLC now owns 91,814 shares of the company’s stock valued at $7,027,000 after purchasing an additional 24,059 shares in the last quarter. Finally, J. R. Prunier Capital Management LLC lifted its position in State Street SPDR Portfolio S&P 500 ETF by 34.0% during the first quarter. J. R. Prunier Capital Management LLC now owns 3,973 shares of the company’s stock valued at $304,000 after purchasing an additional 1,007 shares during the last quarter.

State Street SPDR Portfolio S&P 500 ETF Price Performance

Shares of NYSEARCA:SPYM opened at $90.79 on Wednesday. State Street SPDR Portfolio S&P 500 ETF has a 52 week low of $73.77 and a 52 week high of $91.04. The firm has a fifty day simple moving average of $87.76 and a two-hundred day simple moving average of $83.68.

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.