Evernest Financial Advisors LLC Has $29.85 Million Position in SPDR Portfolio S&P 600 Small Cap ETF $SPSM

Evernest Financial Advisors LLC increased its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 40.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 562,067 shares of the company’s stock after purchasing an additional 162,285 shares during the quarter. SPDR Portfolio S&P 600 Small Cap ETF makes up 6.4% of Evernest Financial Advisors LLC’s portfolio, making the stock its 3rd biggest holding. Evernest Financial Advisors LLC’s holdings in SPDR Portfolio S&P 600 Small Cap ETF were worth $29,846,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SPSM. Integrity Wealth Solutions LLC lifted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 2.2% in the 1st quarter. Integrity Wealth Solutions LLC now owns 19,109 shares of the company’s stock worth $923,000 after purchasing an additional 413 shares in the last quarter. Bleakley Financial Group LLC raised its position in shares of SPDR Portfolio S&P 600 Small Cap ETF by 17.3% during the first quarter. Bleakley Financial Group LLC now owns 188,676 shares of the company’s stock valued at $9,117,000 after buying an additional 27,807 shares during the last quarter. Bedel Financial Consulting Inc. lifted its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 19.5% in the first quarter. Bedel Financial Consulting Inc. now owns 46,847 shares of the company’s stock worth $2,264,000 after buying an additional 7,632 shares in the last quarter. Chicago Partners Investment Group LLC lifted its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 5.0% in the first quarter. Chicago Partners Investment Group LLC now owns 73,826 shares of the company’s stock worth $3,894,000 after buying an additional 3,541 shares in the last quarter. Finally, Hibernia Wealth Partners LLC lifted its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 1.3% in the first quarter. Hibernia Wealth Partners LLC now owns 183,755 shares of the company’s stock worth $8,879,000 after buying an additional 2,285 shares in the last quarter.

SPDR Portfolio S&P 600 Small Cap ETF Stock Performance

SPSM opened at $56.37 on Tuesday. The stock has a market capitalization of $16.80 billion, a price-to-earnings ratio of 17.02 and a beta of 1.01. The company has a fifty day moving average of $54.83 and a 200 day moving average of $51.59. SPDR Portfolio S&P 600 Small Cap ETF has a fifty-two week low of $41.76 and a fifty-two week high of $58.06.

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.