Wealthquest Corp Has $3.02 Million Stock Holdings in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM)

Wealthquest Corp lowered its position in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 5.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 67,139 shares of the company’s stock after selling 3,583 shares during the quarter. SPDR Portfolio S&P 600 Small Cap ETF accounts for 0.2% of Wealthquest Corp’s holdings, making the stock its 28th biggest position. Wealthquest Corp’s holdings in SPDR Portfolio S&P 600 Small Cap ETF were worth $3,016,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the business. EverSource Wealth Advisors LLC boosted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 11.6% during the second quarter. EverSource Wealth Advisors LLC now owns 7,128 shares of the company’s stock worth $328,000 after purchasing an additional 742 shares during the last quarter. Harbor Investment Advisory LLC boosted its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF by 37.7% during the 3rd quarter. Harbor Investment Advisory LLC now owns 15,048 shares of the company’s stock worth $685,000 after buying an additional 4,120 shares during the last quarter. Arkansas Financial Group Inc. grew its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 35.2% in the 3rd quarter. Arkansas Financial Group Inc. now owns 77,322 shares of the company’s stock valued at $3,519,000 after acquiring an additional 20,130 shares in the last quarter. Marathon Strategic Advisors LLC increased its position in shares of SPDR Portfolio S&P 600 Small Cap ETF by 16.8% in the third quarter. Marathon Strategic Advisors LLC now owns 36,077 shares of the company’s stock valued at $1,642,000 after acquiring an additional 5,195 shares during the last quarter. Finally, Beaumont Financial Advisors LLC raised its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 8.7% during the third quarter. Beaumont Financial Advisors LLC now owns 6,479 shares of the company’s stock worth $295,000 after acquiring an additional 520 shares in the last quarter.

SPDR Portfolio S&P 600 Small Cap ETF Stock Performance

Shares of NYSEARCA SPSM opened at $46.06 on Tuesday. The stock has a market capitalization of $11.32 billion, a PE ratio of 13.57 and a beta of 1.15. SPDR Portfolio S&P 600 Small Cap ETF has a 52 week low of $39.65 and a 52 week high of $50.03. The stock has a 50 day moving average price of $46.80 and a 200 day moving average price of $45.33.

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.