SPDR Portfolio S&P 600 Small Cap ETF $SPSM Shares Sold by Waller Financial Planning Group Inc.

Waller Financial Planning Group Inc. lowered its position in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 72.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 235,258 shares of the company’s stock after selling 604,149 shares during the quarter. SPDR Portfolio S&P 600 Small Cap ETF accounts for 2.4% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 13th biggest position. Waller Financial Planning Group Inc. owned 0.08% of SPDR Portfolio S&P 600 Small Cap ETF worth $11,024,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Betterment LLC lifted its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF by 3.0% in the 3rd quarter. Betterment LLC now owns 18,142,585 shares of the company’s stock valued at $840,365,000 after purchasing an additional 525,892 shares in the last quarter. Envestnet Asset Management Inc. increased its position in SPDR Portfolio S&P 600 Small Cap ETF by 19.0% during the 3rd quarter. Envestnet Asset Management Inc. now owns 3,882,503 shares of the company’s stock worth $179,838,000 after purchasing an additional 620,942 shares in the last quarter. Cliftonlarsonallen Wealth Advisors LLC raised its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 3.6% in the third quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 3,281,191 shares of the company’s stock valued at $151,985,000 after buying an additional 113,601 shares during the period. Bank of America Corp DE raised its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 5.0% in the third quarter. Bank of America Corp DE now owns 3,272,697 shares of the company’s stock valued at $151,591,000 after buying an additional 156,866 shares during the period. Finally, Raymond James Financial Inc. lifted its position in SPDR Portfolio S&P 600 Small Cap ETF by 6.1% during the third quarter. Raymond James Financial Inc. now owns 2,773,574 shares of the company’s stock valued at $128,472,000 after buying an additional 158,958 shares in the last quarter.

SPDR Portfolio S&P 600 Small Cap ETF Stock Down 1.1%

SPSM opened at $48.10 on Friday. SPDR Portfolio S&P 600 Small Cap ETF has a 52-week low of $34.79 and a 52-week high of $52.04. The company has a 50 day moving average of $49.79 and a two-hundred day moving average of $47.86. The company has a market cap of $13.70 billion, a P/E ratio of 17.02 and a beta of 1.08.

SPDR Portfolio S&P 600 Small Cap ETF Company 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.