Octavia Wealth Advisors LLC Sells 42,901 Shares of SPDR Portfolio S&P 600 Small Cap ETF $SPSM

Octavia Wealth Advisors LLC reduced its stake in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 11.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 337,402 shares of the company’s stock after selling 42,901 shares during the period. SPDR Portfolio S&P 600 Small Cap ETF makes up about 1.5% of Octavia Wealth Advisors LLC’s holdings, making the stock its 18th largest holding. Octavia Wealth Advisors LLC’s holdings in SPDR Portfolio S&P 600 Small Cap ETF were worth $15,811,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in the stock. Betterment LLC boosted its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 3.0% in the third quarter. Betterment LLC now owns 18,142,585 shares of the company’s stock worth $840,365,000 after acquiring an additional 525,892 shares during the period. Envestnet Asset Management Inc. boosted its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 19.0% in the third quarter. Envestnet Asset Management Inc. now owns 3,882,503 shares of the company’s stock worth $179,838,000 after acquiring an additional 620,942 shares during the period. Cliftonlarsonallen Wealth Advisors LLC boosted its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 6.1% in the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 3,480,713 shares of the company’s stock worth $163,106,000 after acquiring an additional 199,522 shares during the period. Bank of America Corp DE boosted its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 5.0% in the third quarter. Bank of America Corp DE now owns 3,272,697 shares of the company’s stock worth $151,591,000 after acquiring an additional 156,866 shares during the period. Finally, Raymond James Financial Inc. boosted its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF by 6.1% in the third quarter. Raymond James Financial Inc. now owns 2,773,574 shares of the company’s stock worth $128,472,000 after acquiring an additional 158,958 shares during the period.

SPDR Portfolio S&P 600 Small Cap ETF Price Performance

SPDR Portfolio S&P 600 Small Cap ETF stock opened at $51.27 on Tuesday. SPDR Portfolio S&P 600 Small Cap ETF has a one year low of $36.42 and a one year high of $52.04. The business has a fifty day moving average price of $49.61 and a 200-day moving average price of $48.13. The firm has a market capitalization of $14.74 billion, a P/E ratio of 17.02 and a beta of 1.02.

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.