Octavia Wealth Advisors LLC Buys 11,233 Shares of SPDR Portfolio S&P 600 Small Cap ETF $SPSM

Octavia Wealth Advisors LLC boosted its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 3.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 380,303 shares of the company’s stock after purchasing an additional 11,233 shares during the period. SPDR Portfolio S&P 600 Small Cap ETF makes up about 1.8% of Octavia Wealth Advisors LLC’s portfolio, making the stock its 17th biggest position. Octavia Wealth Advisors LLC owned approximately 0.14% of SPDR Portfolio S&P 600 Small Cap ETF worth $17,616,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Betterment LLC increased its position in shares of SPDR Portfolio S&P 600 Small Cap ETF by 9.2% in the second quarter. Betterment LLC now owns 17,616,693 shares of the company’s stock valued at $750,471,000 after buying an additional 1,485,197 shares in the last quarter. Valmark Advisers Inc. raised its position in SPDR Portfolio S&P 600 Small Cap ETF by 7.1% during the second quarter. Valmark Advisers Inc. now owns 6,263,369 shares of the company’s stock worth $266,820,000 after acquiring an additional 415,695 shares during the period. Charles Schwab Investment Management Inc. lifted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 8.8% during the second quarter. Charles Schwab Investment Management Inc. now owns 6,148,239 shares of the company’s stock valued at $261,915,000 after purchasing an additional 499,599 shares in the last quarter. Cliftonlarsonallen Wealth Advisors LLC grew its position in shares of 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 purchasing an additional 113,601 shares during the period. Finally, Envestnet Asset Management Inc. grew its position in shares of SPDR Portfolio S&P 600 Small Cap ETF by 5.3% in the second quarter. Envestnet Asset Management Inc. now owns 3,261,561 shares of the company’s stock valued at $138,943,000 after purchasing an additional 163,374 shares during the period.

SPDR Portfolio S&P 600 Small Cap ETF Trading Up 0.6%

Shares of SPDR Portfolio S&P 600 Small Cap ETF stock opened at $49.59 on Thursday. SPDR Portfolio S&P 600 Small Cap ETF has a twelve month low of $34.79 and a twelve month high of $49.62. The firm has a market capitalization of $14.05 billion, a PE ratio of 17.02 and a beta of 1.08. The firm’s 50-day moving average price is $47.24 and its 200 day moving average price is $45.93.

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.