SPDR Portfolio S&P 600 Small Cap ETF $SPSM is Waller Financial Planning Group Inc.’s 2nd Largest Position

Waller Financial Planning Group Inc. lifted its holdings in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 1.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 839,407 shares of the company’s stock after acquiring an additional 11,945 shares during the quarter. SPDR Portfolio S&P 600 Small Cap ETF comprises about 8.9% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 2nd largest position. Waller Financial Planning Group Inc.’s holdings in SPDR Portfolio S&P 600 Small Cap ETF were worth $38,881,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Atlantic Union Bankshares Corp acquired a new position in shares of SPDR Portfolio S&P 600 Small Cap ETF in the 2nd quarter valued at about $51,000. PNC Financial Services Group Inc. grew its position in SPDR Portfolio S&P 600 Small Cap ETF by 6.0% during the second quarter. PNC Financial Services Group Inc. now owns 1,908,244 shares of the company’s stock valued at $81,291,000 after purchasing an additional 108,624 shares in the last quarter. B. Riley Wealth Advisors Inc. acquired a new position in SPDR Portfolio S&P 600 Small Cap ETF in the 2nd quarter valued at approximately $1,264,000. Peterson Wealth Advisors LLC lifted its position in SPDR Portfolio S&P 600 Small Cap ETF by 4.8% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 729,139 shares of the company’s stock worth $33,613,000 after buying an additional 33,313 shares in the last quarter. Finally, Allworth Financial LP lifted its position in SPDR Portfolio S&P 600 Small Cap ETF by 10.2% in the 2nd quarter. Allworth Financial LP now owns 242,465 shares of the company’s stock worth $10,329,000 after buying an additional 22,369 shares in the last quarter.

SPDR Portfolio S&P 600 Small Cap ETF Price Performance

Shares of NYSEARCA SPSM opened at $47.82 on Friday. The company has a market capitalization of $13.09 billion, a P/E ratio of 17.02 and a beta of 1.08. The business’s 50-day moving average price is $46.50 and its two-hundred day moving average price is $45.07. SPDR Portfolio S&P 600 Small Cap ETF has a one year low of $34.79 and a one year high of $49.02.

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.