SPDR Portfolio S&P 600 Small Cap ETF $SPSM is Montz Harcus Wealth Management LLC’s 6th Largest Position

Montz Harcus Wealth Management LLC increased its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 7.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 275,949 shares of the company’s stock after purchasing an additional 20,171 shares during the quarter. SPDR Portfolio S&P 600 Small Cap ETF accounts for approximately 5.2% of Montz Harcus Wealth Management LLC’s holdings, making the stock its 6th biggest position. Montz Harcus Wealth Management LLC owned approximately 0.09% of SPDR Portfolio S&P 600 Small Cap ETF worth $15,914,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Community Financial Services Group LLC acquired a new position in SPDR Portfolio S&P 600 Small Cap ETF in the 2nd quarter valued at $25,000. Brown Lisle Cummings Inc. acquired a new stake in shares of SPDR Portfolio S&P 600 Small Cap ETF in the 1st quarter worth $27,000. Private Wealth Management Group LLC acquired a new stake in shares of SPDR Portfolio S&P 600 Small Cap ETF in the 1st quarter worth $29,000. Strive Financial Group LLC purchased a new stake in shares of SPDR Portfolio S&P 600 Small Cap ETF in the fourth quarter valued at about $28,000. Finally, Blue Trust Inc. boosted its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 773.2% in the first quarter. Blue Trust Inc. now owns 716 shares of the company’s stock valued at $35,000 after acquiring an additional 634 shares in the last quarter.

SPDR Portfolio S&P 600 Small Cap ETF Stock Up 0.3%

Shares of SPDR Portfolio S&P 600 Small Cap ETF stock opened at $56.30 on Friday. The firm has a market cap of $16.91 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 52-week low of $43.66 and a 52-week high of $58.60. The company’s 50-day simple moving average is $57.02 and its 200-day simple moving average is $53.63.

SPDR Portfolio S&P 600 Small Cap ETF Company 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.