Waller Financial Planning Group Inc. Trims Stock Position in SPDR S&P 600 Small Cap Growth ETF $SLYG

Waller Financial Planning Group Inc. decreased its holdings in SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG) by 51.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 24,167 shares of the company’s stock after selling 25,643 shares during the quarter. SPDR S&P 600 Small Cap Growth ETF accounts for about 0.5% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 27th largest position. Waller Financial Planning Group Inc. owned approximately 0.06% of SPDR S&P 600 Small Cap Growth ETF worth $2,276,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Triangle Securities Wealth Management raised its position in SPDR S&P 600 Small Cap Growth ETF by 399.7% in the fourth quarter. Triangle Securities Wealth Management now owns 17,708 shares of the company’s stock worth $1,668,000 after acquiring an additional 14,164 shares during the period. Balanced Wealth Group LLC grew its position in shares of SPDR S&P 600 Small Cap Growth ETF by 4.4% during the 4th quarter. Balanced Wealth Group LLC now owns 116,098 shares of the company’s stock valued at $10,952,000 after acquiring an additional 4,871 shares during the period. Willner & Heller LLC bought a new stake in shares of SPDR S&P 600 Small Cap Growth ETF during the 4th quarter valued at $1,201,000. Fragasso Financial Advisors Inc increased its stake in shares of SPDR S&P 600 Small Cap Growth ETF by 2.6% in the 4th quarter. Fragasso Financial Advisors Inc now owns 68,020 shares of the company’s stock worth $6,407,000 after purchasing an additional 1,719 shares in the last quarter. Finally, Barden Capital Management Inc. raised its holdings in SPDR S&P 600 Small Cap Growth ETF by 8.7% in the 4th quarter. Barden Capital Management Inc. now owns 22,708 shares of the company’s stock worth $2,139,000 after purchasing an additional 1,825 shares during the period.

SPDR S&P 600 Small Cap Growth ETF Stock Performance

Shares of SPDR S&P 600 Small Cap Growth ETF stock opened at $95.70 on Friday. The stock has a market cap of $3.60 billion, a P/E ratio of 20.14 and a beta of 1.09. The stock’s fifty day moving average is $99.63 and its 200 day moving average is $96.48. SPDR S&P 600 Small Cap Growth ETF has a one year low of $71.62 and a one year high of $103.49.

SPDR S&P 600 Small Cap Growth ETF Profile

SPDR S&P 600 Small Cap Growth ETF (the Fund), formerly SPDR Dow Jones Small Cap Growth ETF, seeks to closely match the returns and characteristics of the S&P Small Cap 600 Growth Index. The S&P SmallCap 600 Growth Index measures the performance of the small-capitalization growth sector in the United States equity market. The selection universe for the S&P SmallCap 600 Index includes all the United States common equities listed on the New York Stock Exchange, National Association of Securities Dealers Automated Quotation (NASDAQ) Global Select Market, NASDAQ Select Market and NASDAQ Capital Market with market capitalizations between $250 million and $1.2 billion.