SPDR Portfolio S&P 600 Small Cap ETF $SPSM is Montz Harcus Wealth Management LLC’s 6th Largest Position

Montz Harcus Wealth Management LLC boosted its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 5.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 236,303 shares of the company’s stock after acquiring an additional 12,813 shares during the quarter. SPDR Portfolio S&P 600 Small Cap ETF accounts for 4.5% of Montz Harcus Wealth Management LLC’s portfolio, making the stock its 6th biggest holding. Montz Harcus Wealth Management LLC’s holdings in SPDR Portfolio S&P 600 Small Cap ETF were worth $11,073,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Sterling Investment Advisors Ltd. boosted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 0.3% during the 3rd quarter. Sterling Investment Advisors Ltd. now owns 81,253 shares of the company’s stock valued at $3,764,000 after acquiring an additional 219 shares during the period. First Trust Advisors LP boosted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 3.4% during the 2nd quarter. First Trust Advisors LP now owns 6,653 shares of the company’s stock valued at $283,000 after acquiring an additional 220 shares during the period. Wealthcare Capital Partners LLC boosted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 0.4% during the 3rd quarter. Wealthcare Capital Partners LLC now owns 58,086 shares of the company’s stock valued at $2,691,000 after acquiring an additional 224 shares during the period. Perigon Wealth Management LLC boosted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 0.6% during the 3rd quarter. Perigon Wealth Management LLC now owns 42,094 shares of the company’s stock valued at $1,950,000 after acquiring an additional 244 shares during the period. Finally, Anchor Investment Management LLC boosted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 2.6% during the 3rd quarter. Anchor Investment Management LLC now owns 9,863 shares of the company’s stock valued at $457,000 after acquiring an additional 250 shares during the period.

SPDR Portfolio S&P 600 Small Cap ETF Stock Up 2.6%

SPSM opened at $50.49 on Thursday. The business has a fifty day moving average of $49.54 and a 200 day moving average of $48.01. 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 stock has a market cap of $14.50 billion, a P/E ratio of 17.02 and a beta of 1.05.

About SPDR Portfolio S&P 600 Small Cap ETF

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.