SPTM

Spdr Portfolio S&p 1500 Comp

Latest period2024 - Q4Total superinvestors98

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 98 superinvestors own shares of Spdr Portfolio S&p 1500 Comp (SPTM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Spdr Portfolio S&p 1500 Comp (SPTM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Spdr Portfolio S&p 1500 Comp (SPTM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Spdr Portfolio S&p 1500 Comp (SPTM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
Decreased -0.56%
3.91%
$32.533M
455,452 shares@ 71.44 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -2.8%
0.6%
$19.668M
275,344 shares@ 71.43 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Decreased -2.93%
0.39%
$16.786M
235,005 shares@ 71.43 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Decreased -1.43%
2.29%
$12.319M
172,456 shares@ 71.44 avg price
John Ervin@Ervin Investment Management, Llc
Recent Activity
Decreased -2.48%
7.5%
$11.61M
162,538 shares@ 71.43 avg price
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
Decreased -8.33%
3.63%
$6.9M
96,598 shares@ 71.43 avg price
Brandie Giffin@Sterneck Capital Management, Llc
Recent Activity
Decreased -2.81%
3.36%
$6.212M
86,969 shares@ 71.43 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
Decreased -15.85%
0.73%
$5.868M
83,753 shares@ 70.06 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -0.68%
0.18%
$6.043M
83,680 shares@ 72.22 avg price
Joseph Perfilio@Integrated Capital Management, Inc.
Recent Activity
Decreased -0.05%
4.46%
$5.645M
79,024 shares@ 71.44 avg price