SPDR Portfolio S&P 600 Small Cap ETF $SPSM is Evernest Financial Advisors LLC’s 5th Largest Position

Evernest Financial Advisors LLC raised its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 146.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 399,782 shares of the company’s stock after buying an additional 237,452 shares during the period. SPDR Portfolio S&P 600 Small Cap ETF comprises approximately 4.4% of Evernest Financial Advisors LLC’s portfolio, making the stock its 5th largest position. Evernest Financial Advisors LLC owned about 0.14% of SPDR Portfolio S&P 600 Small Cap ETF worth $20,569,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in SPSM. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of SPDR Portfolio S&P 600 Small Cap ETF during the fourth quarter worth about $27,000. Lodestone Wealth Management LLC purchased a new position in SPDR Portfolio S&P 600 Small Cap ETF during the 4th quarter valued at about $33,000. Kingdom Financial Group LLC. bought a new position in SPDR Portfolio S&P 600 Small Cap ETF during the 4th quarter valued at approximately $34,000. Arax Advisory Partners bought a new position in SPDR Portfolio S&P 600 Small Cap ETF during the 4th quarter valued at approximately $35,000. Finally, Clearstead Trust LLC raised its position in SPDR Portfolio S&P 600 Small Cap ETF by 230.4% during the 3rd quarter. Clearstead Trust LLC now owns 793 shares of the company’s stock valued at $37,000 after purchasing an additional 553 shares during the last quarter.

SPDR Portfolio S&P 600 Small Cap ETF Price Performance

SPSM opened at $55.91 on Friday. The business has a 50 day simple moving average of $52.78 and a two-hundred day simple moving average of $50.26. The firm has a market capitalization of $16.09 billion, a price-to-earnings ratio of 17.02 and a beta of 1.02. SPDR Portfolio S&P 600 Small Cap ETF has a one year low of $40.99 and a one year high of $56.28.

SPDR Portfolio S&P 600 Small Cap ETF 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.