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
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -24.87%
0.03%
$1.568M
21,955 shares@ 71.44 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -43.5%
0.02%
$1.021M
14,300 shares@ 71.43 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Decreased -2.48%
0.13%
$851,374
11,919 shares@ 71.43 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -1.14%
0.07%
$754,209
10,559 shares@ 71.43 avg price
Casey Smith@Wiser Wealth Management, Inc
Recent Activity
Decreased -2.66%
0.2%
$691,371
9,679 shares@ 71.44 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Decreased -8.91%
0.02%
$672,537
9,415 shares@ 71.44 avg price
Dina Villalobos@Moseley Investment Management Inc
Recent Activity
Decreased -4.74%
0.24%
$612,100
8,569 shares@ 71.44 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Decreased -1.57%
0.13%
$437,580
6,126 shares@ 71.43 avg price
Stefan Pellish@Sightline Wealth Advisors, Llc
Recent Activity
Decreased -4.57%
0.23%
$424,546
5,944 shares@ 71.43 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -7.01%
0.01%
$375,986
5,264 shares@ 71.43 avg price