Waller Financial Planning Group Inc. Trims Stock Holdings in SPDR Portfolio S&P 600 Small Cap ETF $SPSM

Waller Financial Planning Group Inc. decreased its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 5.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 210,367 shares of the company’s stock after selling 11,696 shares during the quarter. SPDR Portfolio S&P 600 Small Cap ETF comprises approximately 2.5% of Waller Financial Planning Group Inc.’s portfolio, making the stock its 12th biggest holding. Waller Financial Planning Group Inc.’s holdings in SPDR Portfolio S&P 600 Small Cap ETF were worth $12,132,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Brown Lisle Cummings Inc. bought a new position in shares of SPDR Portfolio S&P 600 Small Cap ETF in the first quarter worth $27,000. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of SPDR Portfolio S&P 600 Small Cap ETF in the fourth quarter valued at $27,000. Private Wealth Management Group LLC bought a new stake in shares of SPDR Portfolio S&P 600 Small Cap ETF during the 1st quarter valued at $29,000. Strive Financial Group LLC bought a new stake in shares of SPDR Portfolio S&P 600 Small Cap ETF during the 4th quarter valued at $28,000. Finally, Blue Trust Inc. raised its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF by 773.2% during the 1st quarter. Blue Trust Inc. now owns 716 shares of the company’s stock valued at $35,000 after purchasing an additional 634 shares during the period.

SPDR Portfolio S&P 600 Small Cap ETF Stock Performance

Shares of SPSM opened at $58.47 on Wednesday. SPDR Portfolio S&P 600 Small Cap ETF has a 52-week low of $42.68 and a 52-week high of $58.60. The stock’s 50-day simple moving average is $56.00 and its 200 day simple moving average is $52.56. The stock has a market capitalization of $17.56 billion, a price-to-earnings ratio of 17.02 and a beta of 1.02.

SPDR Portfolio S&P 600 Small Cap ETF Profile

The SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is an exchange-traded fund that is based on the S&P Small Cap 600 index, a market-cap-weighted index of US small-cap stocks selected by the S&P Committee. SPSM was launched on Jul 8, 2013 and is managed by State Street.