Carroll Advisory Group LLC Makes New Investment in SPDR Portfolio S&P 600 Small Cap ETF $SPSM

Carroll Advisory Group LLC acquired a new position in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 220,920 shares of the company’s stock, valued at approximately $10,352,000. SPDR Portfolio S&P 600 Small Cap ETF comprises 4.5% of Carroll Advisory Group LLC’s investment portfolio, making the stock its 8th biggest holding.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Thurston Springer Miller Herd & Titak Inc. bought a new stake in SPDR Portfolio S&P 600 Small Cap ETF during the 4th quarter worth about $27,000. Lodestone Wealth Management LLC bought a new stake in SPDR Portfolio S&P 600 Small Cap ETF during the 4th quarter worth about $33,000. Kingdom Financial Group LLC. bought a new stake in SPDR Portfolio S&P 600 Small Cap ETF during the 4th quarter worth about $34,000. Clearstead Trust LLC grew its position in shares of SPDR Portfolio S&P 600 Small Cap ETF by 230.4% during the 3rd quarter. Clearstead Trust LLC now owns 793 shares of the company’s stock worth $37,000 after buying an additional 553 shares during the period. Finally, Teachers Retirement System of The State of Kentucky acquired a new position in shares of SPDR Portfolio S&P 600 Small Cap ETF during the 4th quarter worth about $38,000.

SPDR Portfolio S&P 600 Small Cap ETF Trading Up 0.8%

SPDR Portfolio S&P 600 Small Cap ETF stock opened at $53.44 on Friday. The firm has a market capitalization of $15.38 billion, a P/E ratio of 17.02 and a beta of 1.04. SPDR Portfolio S&P 600 Small Cap ETF has a 1 year low of $40.00 and a 1 year high of $54.26. The business has a 50-day moving average of $50.85 and a 200-day moving average of $49.34.

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.