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
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 2.01%
4.35%
$156.562M
2.192M shares@ 71.43 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.51%
0.25%
$118.94M
1.698M shares@ 70.07 avg price
Aryn Sands@Professional Financial Advisors, Llc
Recent Activity
Increased 1.39%
27.91%
$108.973M
1.526M shares@ 71.43 avg price
Patrick Hayes@Wealthquest Corp
Recent Activity
Increased 1.01%
6.47%
$79.459M
1.112M shares@ 71.43 avg price
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
Increased 0.62%
9.86%
$71.73M
1.004M shares@ 71.43 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 43.17%
4.17%
$63.699M
891,773 shares@ 71.43 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
Increased 4.97%
11.59%
$44.6M
624,390 shares@ 71.43 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
Increased 1.67%
10.66%
$40.974M
573,628 shares@ 71.44 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 0.45%
0.34%
$32.138M
449,921 shares@ 71.44 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Increased 8.1%
0.79%
$13.744M
192,416 shares@ 71.43 avg price