Modera Wealth Management LLC Makes New Investment in State Street SPDR Portfolio S&P 500 ETF $SPYM

by · The Markets Daily

Modera Wealth Management LLC bought a new stake in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 52,449 shares of the company’s stock, valued at approximately $4,708,000.

A number of other large investors have also modified their holdings of the business. Greenup Street Wealth Management LLC lifted its stake in State Street SPDR Portfolio S&P 500 ETF by 8.2% during the 3rd quarter. Greenup Street Wealth Management LLC now owns 2,467 shares of the company’s stock valued at $221,000 after acquiring an additional 186 shares during the period. Peak Financial Advisors LLC grew its holdings in State Street SPDR Portfolio S&P 500 ETF by 7.2% in the third quarter. Peak Financial Advisors LLC now owns 7,020 shares of the company’s stock valued at $630,000 after purchasing an additional 473 shares during the period. DWM Financial Group Inc. acquired a new position in shares of State Street SPDR Portfolio S&P 500 ETF during the 3rd quarter worth about $2,703,000. Raleigh Capital Management Inc. boosted its stake in State Street SPDR Portfolio S&P 500 ETF by 28.7% during the 3rd quarter. Raleigh Capital Management Inc. now owns 9,691 shares of the company’s stock worth $870,000 after purchasing an additional 2,160 shares during the last quarter. Finally, International Assets Investment Management LLC lifted its stake in State Street SPDR Portfolio S&P 500 ETF by 174.2% in the 3rd quarter. International Assets Investment Management LLC now owns 10,000 shares of the company’s stock worth $898,000 after purchasing an additional 6,353 shares in the last quarter.

State Street SPDR Portfolio S&P 500 ETF Trading Down 1.8%

NYSEARCA:SPYM opened at $88.95 on Friday. State Street SPDR Portfolio S&P 500 ETF has a 1-year low of $74.06 and a 1-year high of $92.00. The company’s 50-day moving average is $90.31 and its two-hundred day moving average is $85.75.

State Street SPDR Portfolio S&P 500 ETF Profile

(Free Report)

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.

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