SPDR Portfolio S&P 600 Small Cap ETF $SPSM Shares Acquired by Shepherd Financial Partners LLC

Shepherd Financial Partners LLC lifted its position in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 5.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 396,530 shares of the company’s stock after acquiring an additional 20,309 shares during the period. SPDR Portfolio S&P 600 Small Cap ETF comprises approximately 1.7% of Shepherd Financial Partners LLC’s holdings, making the stock its 13th largest holding. Shepherd Financial Partners LLC owned about 0.13% of SPDR Portfolio S&P 600 Small Cap ETF worth $20,961,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Valmark Advisers Inc. boosted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 2.1% in the first quarter. Valmark Advisers Inc. now owns 5,412,325 shares of the company’s stock worth $261,524,000 after purchasing an additional 109,719 shares during the period. Bank of America Corp DE increased its stake in SPDR Portfolio S&P 600 Small Cap ETF by 2.3% during the first quarter. Bank of America Corp DE now owns 3,927,202 shares of the company’s stock valued at $189,762,000 after purchasing an additional 86,868 shares during the last quarter. Wealthcare Advisory Partners LLC increased its stake in SPDR Portfolio S&P 600 Small Cap ETF by 1.1% during the second quarter. Wealthcare Advisory Partners LLC now owns 1,776,135 shares of the company’s stock valued at $102,430,000 after purchasing an additional 19,008 shares during the last quarter. Cetera Investment Advisers increased its stake in SPDR Portfolio S&P 600 Small Cap ETF by 4.8% during the first quarter. Cetera Investment Advisers now owns 1,402,122 shares of the company’s stock valued at $67,751,000 after purchasing an additional 63,809 shares during the last quarter. Finally, Commonwealth Equity Services LLC acquired a new stake in shares of SPDR Portfolio S&P 600 Small Cap ETF during the third quarter worth $54,455,000.

SPDR Portfolio S&P 600 Small Cap ETF Stock Performance

Shares of NYSEARCA:SPSM opened at $53.49 on Friday. The company’s fifty day moving average is $54.28 and its two-hundred day moving average is $53.45. SPDR Portfolio S&P 600 Small Cap ETF has a 1-year low of $43.66 and a 1-year high of $58.60. The stock has a market capitalization of $15.72 billion, a price-to-earnings ratio of 17.02 and a beta of 1.04.

SPDR Portfolio S&P 600 Small Cap ETF 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.