Diversify Wealth Management LLC Grows Stock Holdings in SPDR Portfolio S&P 600 Small Cap ETF $SPSM

Diversify Wealth Management LLC grew its position in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 60.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 391,247 shares of the company’s stock after buying an additional 147,122 shares during the quarter. Diversify Wealth Management LLC’s holdings in SPDR Portfolio S&P 600 Small Cap ETF were worth $20,501,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. LPL Financial LLC boosted its holdings in SPDR Portfolio S&P 600 Small Cap ETF by 5.3% during the 4th quarter. LPL Financial LLC now owns 26,990,277 shares of the company’s stock valued at $1,264,764,000 after acquiring an additional 1,362,095 shares during the period. Betterment LLC lifted its position in shares of SPDR Portfolio S&P 600 Small Cap ETF by 3.4% during the fourth quarter. Betterment LLC now owns 18,757,519 shares of the company’s stock worth $878,977,000 after purchasing an additional 614,934 shares in the last quarter. Morgan Stanley boosted its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF by 155.9% in the fourth quarter. Morgan Stanley now owns 13,747,260 shares of the company’s stock valued at $644,197,000 after purchasing an additional 8,375,030 shares during the period. Charles Schwab Investment Management Inc. boosted its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF by 1.6% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 6,463,327 shares of the company’s stock valued at $302,872,000 after purchasing an additional 100,394 shares during the period. Finally, Valmark Advisers Inc. grew its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 2.1% in the first quarter. Valmark Advisers Inc. now owns 5,412,325 shares of the company’s stock valued at $261,524,000 after purchasing an additional 109,719 shares in the last quarter.

SPDR Portfolio S&P 600 Small Cap ETF Stock Up 0.1%

SPDR Portfolio S&P 600 Small Cap ETF stock traded up $0.03 during mid-day trading on Friday, reaching $56.60. 1,057,801 shares of the company’s stock were exchanged, compared to its average volume of 2,287,545. SPDR Portfolio S&P 600 Small Cap ETF has a twelve month low of $41.76 and a twelve month high of $58.06. The company has a market cap of $16.86 billion, a P/E ratio of 17.02 and a beta of 1.01. The company has a fifty day moving average of $54.77 and a 200-day moving average of $51.51.

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.