SPDR Portfolio S&P 600 Small Cap ETF $SPSM Holdings Lifted by Montz Harcus Wealth Management LLC

Montz Harcus Wealth Management LLC raised its position in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 10.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 304,807 shares of the company’s stock after purchasing an additional 28,858 shares during the period. SPDR Portfolio S&P 600 Small Cap ETF accounts for 6.3% of Montz Harcus Wealth Management LLC’s investment portfolio, making the stock its 4th largest holding. Montz Harcus Wealth Management LLC owned approximately 0.10% of SPDR Portfolio S&P 600 Small Cap ETF worth $16,112,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of SPSM. Taylor & Morgan Wealth Management LLC increased its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 4.1% in the third quarter. Taylor & Morgan Wealth Management LLC now owns 314,362 shares of the company’s stock valued at $16,617,000 after buying an additional 12,526 shares during the last quarter. Tilia Fiduciary Partners Inc. lifted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 3.2% during the 3rd quarter. Tilia Fiduciary Partners Inc. now owns 7,222 shares of the company’s stock worth $382,000 after buying an additional 221 shares during the last quarter. Balefire LLC lifted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 20.3% during the 3rd quarter. Balefire LLC now owns 43,611 shares of the company’s stock worth $2,305,000 after buying an additional 7,369 shares during the last quarter. Bill Few Associates Inc. boosted its position in shares of SPDR Portfolio S&P 600 Small Cap ETF by 5.0% during the 3rd quarter. Bill Few Associates Inc. now owns 63,474 shares of the company’s stock worth $3,355,000 after acquiring an additional 3,012 shares in the last quarter. Finally, Breakwater Capital Group boosted its position in shares of SPDR Portfolio S&P 600 Small Cap ETF by 0.5% during the 3rd quarter. Breakwater Capital Group now owns 66,117 shares of the company’s stock worth $3,495,000 after acquiring an additional 355 shares in the last quarter.

SPDR Portfolio S&P 600 Small Cap ETF Stock Performance

SPSM opened at $53.45 on Friday. SPDR Portfolio S&P 600 Small Cap ETF has a one year low of $43.66 and a one year high of $58.60. The company has a market cap of $15.85 billion, a P/E ratio of 17.02 and a beta of 1.03. The business’s 50-day simple moving average is $55.75 and its 200-day simple moving average is $54.46.

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.