WBH Advisory Inc. Grows Position in SPDR Portfolio S&P 600 Small Cap ETF $SPSM

by · The Cerbat Gem

WBH Advisory Inc. boosted its stake in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSMFree Report) by 3.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 306,239 shares of the company’s stock after purchasing an additional 10,906 shares during the quarter. SPDR Portfolio S&P 600 Small Cap ETF comprises 1.1% of WBH Advisory Inc.’s portfolio, making the stock its 26th largest position. WBH Advisory Inc.’s holdings in SPDR Portfolio S&P 600 Small Cap ETF were worth $13,046,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the stock. Valmark Advisers Inc. grew its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 7.1% in 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 during the period. Cliftonlarsonallen Wealth Advisors LLC lifted its position in SPDR Portfolio S&P 600 Small Cap ETF by 5.4% during the second quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 3,167,590 shares of the company’s stock valued at $134,939,000 after buying an additional 163,590 shares in the last quarter. Wealthcare Advisory Partners LLC lifted 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 buying an additional 249,130 shares in the last quarter. Pinnacle Wealth Planning Services Inc. lifted its position in SPDR Portfolio S&P 600 Small Cap ETF by 6.8% during the first quarter. Pinnacle Wealth Planning Services Inc. now owns 1,614,291 shares of the company’s stock valued at $65,798,000 after buying an additional 102,520 shares in the last quarter. Finally, Dakota Wealth Management lifted 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 buying an additional 225,972 shares in the last quarter.

SPDR Portfolio S&P 600 Small Cap ETF Stock Down 0.2%

Shares of SPSM stock opened at $45.86 on Monday. The stock has a market cap of $12.48 billion, a price-to-earnings ratio of 17.02 and a beta of 1.14. SPDR Portfolio S&P 600 Small Cap ETF has a fifty-two week low of $34.79 and a fifty-two week high of $50.03. The firm’s 50 day moving average price is $45.89 and its two-hundred day moving average price is $42.88.

About SPDR Portfolio S&P 600 Small Cap ETF

(Free Report)

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.

Further Reading

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