State Street SPDR Portfolio S&P 600 Small Cap ETF·Financial Services

Evermay Wealth Management LLC grew its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 3.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 306,200 shares of the company's stock after purchasing an

Avior Wealth Management LLC lifted its holdings in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 4.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 540,377 shares of the company's stock after purchasing an additional 20,959 shares during the period. Avior

IJR commands a much larger asset base than SPSM Both ETFs offer similar sector exposures and nearly identical risk profiles SPSM charges a lower expense ratio and has a marginally higher dividend yield

ISCB carries a slightly higher expense ratio and a lower dividend yield compared to SPSM. ISCB has delivered a higher one-year return and broader diversification, but with a deeper five-year drawdown.

SCHA holds a broader basket of small-cap stocks than SPSM and has outperformed over the past year. SPSM costs slightly less and offers a marginally higher dividend yield than SCHA.

Small-cap momentum strategies offer targeted exposure to smaller companies with strong recent performance, but the question is whether that tilt justifies added volatility.
The State Street SPDR Portfolio S&P 600 Small Cap ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P SmallCap 600 Index (the "Index")A low-cost ETF that seeks to offer precise, comprehensive exposure to small cap US equitiesThe Index is float-adjusted and market capitalization weightedOne of the low-cost core State Street SPDR Portfolio ETFs, a suite of portfolio building blocks designed to provide broad, diversified exposure to core asset classes
Financial Services
Asset Management
2013-07-09
1.20
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