Mosaic Family Wealth Partners LLC Grows Stock Holdings in State Street SPDR Portfolio S&P 500 ETF $SPYM

Mosaic Family Wealth Partners LLC boosted its stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) by 25.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 152,673 shares of the company’s stock after purchasing an additional 31,199 shares during the period. State Street SPDR Portfolio S&P 500 ETF comprises 1.2% of Mosaic Family Wealth Partners LLC’s portfolio, making the stock its 14th largest holding. Mosaic Family Wealth Partners LLC’s holdings in State Street SPDR Portfolio S&P 500 ETF were worth $11,686,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in SPYM. Serenus Wealth Advisors LLC purchased a new stake in State Street SPDR Portfolio S&P 500 ETF during the fourth quarter valued at $1,215,000. S. R. Schill & Associates bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at about $17,402,000. Richardson Financial Services Inc. bought a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at about $8,138,000. Nations Financial Group Inc. IA ADV purchased a new stake in shares of State Street SPDR Portfolio S&P 500 ETF during the 4th quarter valued at about $8,458,000. Finally, Sovereign Financial Group Inc. bought a new position in shares of State Street SPDR Portfolio S&P 500 ETF in the 1st quarter worth approximately $587,000.

State Street SPDR Portfolio S&P 500 ETF Price Performance

SPYM opened at $88.47 on Friday. The company’s 50 day moving average is $87.32 and its 200 day moving average is $82.81. State Street SPDR Portfolio S&P 500 ETF has a 12-month low of $72.71 and a 12-month high of $89.52.

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.