SPDR Portfolio S&P 600 Small Cap ETF $SPSM Shares Acquired by KWB Wealth

KWB Wealth grew its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 237.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 603,914 shares of the company’s stock after purchasing an additional 425,076 shares during the period. SPDR Portfolio S&P 600 Small Cap ETF comprises 2.7% of KWB Wealth’s holdings, making the stock its 8th largest holding. KWB Wealth owned 0.21% of SPDR Portfolio S&P 600 Small Cap ETF worth $28,299,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Sterling Investment Advisors Ltd. grew its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 0.3% during the 3rd quarter. Sterling Investment Advisors Ltd. now owns 81,253 shares of the company’s stock valued at $3,764,000 after purchasing an additional 219 shares during the last quarter. First Trust Advisors LP lifted its stake in SPDR Portfolio S&P 600 Small Cap ETF by 3.4% in the 2nd quarter. First Trust Advisors LP now owns 6,653 shares of the company’s stock valued at $283,000 after purchasing an additional 220 shares during the last quarter. Wealthcare Capital Partners LLC lifted its stake in SPDR Portfolio S&P 600 Small Cap ETF by 0.4% in the 3rd quarter. Wealthcare Capital Partners LLC now owns 58,086 shares of the company’s stock valued at $2,691,000 after purchasing an additional 224 shares during the last quarter. Perigon Wealth Management LLC boosted its position in SPDR Portfolio S&P 600 Small Cap ETF by 0.6% in the third quarter. Perigon Wealth Management LLC now owns 42,094 shares of the company’s stock valued at $1,950,000 after buying an additional 244 shares in the last quarter. Finally, Anchor Investment Management LLC boosted its position in SPDR Portfolio S&P 600 Small Cap ETF by 2.6% in the third quarter. Anchor Investment Management LLC now owns 9,863 shares of the company’s stock valued at $457,000 after buying an additional 250 shares in the last quarter.

SPDR Portfolio S&P 600 Small Cap ETF Stock Performance

NYSEARCA SPSM opened at $47.78 on Tuesday. The firm’s fifty day moving average price is $49.87 and its two-hundred day moving average price is $47.84. The stock has a market cap of $13.61 billion, a PE ratio of 17.02 and a beta of 1.08. SPDR Portfolio S&P 600 Small Cap ETF has a fifty-two week low of $34.79 and a fifty-two week high of $52.04.

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.