Evermay Wealth Management LLC Boosts Stock Position in SPDR Portfolio S&P 500 ETF $SPLG

Evermay Wealth Management LLC boosted its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 6.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 241,518 shares of the company’s stock after acquiring an additional 15,550 shares during the quarter. SPDR Portfolio S&P 500 ETF comprises about 2.2% of Evermay Wealth Management LLC’s investment portfolio, making the stock its 8th biggest holding. Evermay Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 ETF were worth $18,921,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Westover Capital Advisors LLC boosted its holdings in shares of SPDR Portfolio S&P 500 ETF by 0.4% in the second quarter. Westover Capital Advisors LLC now owns 35,931 shares of the company’s stock worth $2,612,000 after buying an additional 138 shares during the period. Ranch Capital Advisors Inc. raised its holdings in shares of SPDR Portfolio S&P 500 ETF by 0.7% during the second quarter. Ranch Capital Advisors Inc. now owns 21,013 shares of the company’s stock worth $1,527,000 after acquiring an additional 143 shares in the last quarter. Spirepoint Private Client LLC raised its stake in shares of SPDR Portfolio S&P 500 ETF by 0.7% during the 3rd quarter. Spirepoint Private Client LLC now owns 22,289 shares of the company’s stock worth $1,746,000 after purchasing an additional 144 shares in the last quarter. Inscription Capital LLC raised its position in SPDR Portfolio S&P 500 ETF by 3.5% during the third quarter. Inscription Capital LLC now owns 4,263 shares of the company’s stock valued at $334,000 after acquiring an additional 146 shares in the last quarter. Finally, International Assets Investment Management LLC raised its holdings in shares of SPDR Portfolio S&P 500 ETF by 3.3% during the 2nd quarter. International Assets Investment Management LLC now owns 4,666 shares of the company’s stock valued at $339,000 after purchasing an additional 149 shares in the last quarter.

SPDR Portfolio S&P 500 ETF Price Performance

NYSEARCA SPLG opened at $81.84 on Wednesday. The firm has a market cap of $97.39 billion, a P/E ratio of 25.61 and a beta of 1.00. The stock’s 50-day moving average is $80.80 and its two-hundred day moving average is $78.52. SPDR Portfolio S&P 500 ETF has a fifty-two week low of $56.67 and a fifty-two week high of $81.14.

SPDR Portfolio S&P 500 ETF Company Profile

SPDR Russell 1000 ETF (the Fund), formerly SPDR Dow Jones Large Cap ETF, seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of large capitalization exchange traded the United States equity securities. The sectors in which the Fund invests include information technology, financials, consumer discretionary, health care, industrials, energy, consumer staples, materials, utilities and telecommunication services.