Shepherd Financial Partners LLC Decreases Holdings in SPDR S TR/SPDR PORT SMALL CAP (SPSM)

Shepherd Financial Partners LLC cut its stake in SPDR S TR/SPDR PORT SMALL CAP (NYSEARCA:SPSM) by 5.7% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 98,203 shares of the company’s stock after selling 5,925 shares during the quarter. SPDR S TR/SPDR PORT SMALL CAP comprises about 0.6% of Shepherd Financial Partners LLC’s holdings, making the stock its 24th biggest holding. Shepherd Financial Partners LLC’s holdings in SPDR S TR/SPDR PORT SMALL CAP were worth $2,969,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of SPSM. Hanson McClain Inc. increased its stake in shares of SPDR S TR/SPDR PORT SMALL CAP by 1.0% in the 4th quarter. Hanson McClain Inc. now owns 1,379,388 shares of the company’s stock worth $36,361,000 after acquiring an additional 13,228 shares in the last quarter. Gradient Investments LLC grew its position in SPDR S TR/SPDR PORT SMALL CAP by 18.0% during the 4th quarter. Gradient Investments LLC now owns 917,873 shares of the company’s stock valued at $24,195,000 after purchasing an additional 140,131 shares during the last quarter. Annex Advisory Services LLC boosted its holdings in shares of SPDR S TR/SPDR PORT SMALL CAP by 27.3% during the 4th quarter. Annex Advisory Services LLC now owns 753,822 shares of the company’s stock valued at $19,871,000 after acquiring an additional 161,607 shares during the last quarter. Waller Financial Planning Group Inc. boosted its holdings in shares of SPDR S TR/SPDR PORT SMALL CAP by 8.6% during the 1st quarter. Waller Financial Planning Group Inc. now owns 435,295 shares of the company’s stock valued at $13,577,000 after acquiring an additional 34,468 shares during the last quarter. Finally, Barber Financial Group Inc. boosted its holdings in shares of SPDR S TR/SPDR PORT SMALL CAP by 8.2% during the 1st quarter. Barber Financial Group Inc. now owns 402,461 shares of the company’s stock valued at $12,166,000 after acquiring an additional 30,535 shares during the last quarter.

Shares of NYSEARCA SPSM traded up $0.11 during trading on Monday, reaching $31.42. 146,009 shares of the company traded hands, compared to its average volume of 641,583. SPDR S TR/SPDR PORT SMALL CAP has a 52-week low of $24.79 and a 52-week high of $34.15.

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Institutional Ownership by Quarter for SPDR S TR/SPDR PORT SMALL CAP (NYSEARCA:SPSM)

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