Evermay Wealth Management LLC Has $11.94 Million Stock Position in SPDR Portfolio S&P 600 Small Cap ETF $SPSM

Evermay Wealth Management LLC raised its position in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 7.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 280,214 shares of the company’s stock after purchasing an additional 19,761 shares during the period. SPDR Portfolio S&P 600 Small Cap ETF makes up approximately 1.5% of Evermay Wealth Management LLC’s investment portfolio, making the stock its 13th biggest position. Evermay Wealth Management LLC owned 0.10% of SPDR Portfolio S&P 600 Small Cap ETF worth $11,937,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in SPSM. Valmark Advisers Inc. raised its position in SPDR Portfolio S&P 600 Small Cap ETF by 7.1% during the second quarter. Valmark Advisers Inc. now owns 6,263,369 shares of the company’s stock valued at $266,820,000 after purchasing an additional 415,695 shares in the last quarter. Financial Gravity Asset Management Inc. acquired a new position in SPDR Portfolio S&P 600 Small Cap ETF during the first quarter valued at approximately $14,103,000. Wealthcare Advisory Partners LLC raised its position in SPDR Portfolio S&P 600 Small Cap ETF by 18.0% during the second quarter. Wealthcare Advisory Partners LLC now owns 1,629,859 shares of the company’s stock valued at $69,432,000 after purchasing an additional 249,130 shares in the last quarter. Surience Private Wealth LLC acquired a new position in SPDR Portfolio S&P 600 Small Cap ETF during the second quarter valued at approximately $9,995,000. Finally, Dakota Wealth Management raised its position in SPDR Portfolio S&P 600 Small Cap ETF by 25.3% during the second quarter. Dakota Wealth Management now owns 1,118,045 shares of the company’s stock valued at $47,629,000 after purchasing an additional 225,972 shares in the last quarter.

SPDR Portfolio S&P 600 Small Cap ETF Price Performance

Shares of SPSM opened at $45.86 on Monday. The firm has a 50 day simple moving average of $45.89 and a two-hundred day simple moving average of $42.88. The company has a market cap of $12.48 billion, a P/E ratio of 17.02 and a beta of 1.14. SPDR Portfolio S&P 600 Small Cap ETF has a one year low of $34.79 and a one year high of $50.03.

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.