SPTM

Spdr Portfolio S&p 1500 Comp

Latest period2024 - Q4Total superinvestors98

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Amanda Ross@Ameritas Advisory Services, Llc Recent Activity Increased 2.21%	0.02%	$532,403 7,453 shares@ 71.44 avg price	Increased 2.21%
Forbes Watson@Legacy Wealth Management, Llc Ms Recent Activity Increased 5.41%	0.22%	$529,082 7,407 shares@ 71.43 avg price	Increased 5.41%
BRIAN RALEIGH@Raleigh Capital Management Inc. Recent Activity Increased 33.1%	0.19%	$480,311 6,724 shares@ 71.44 avg price	Increased 33.1%
H. Parker Evans@Successful Portfolios Llc Recent Activity Increased 3.66%	0.32%	$466,186 6,526 shares@ 71.44 avg price	Increased 3.66%
Daniel Cesta@Pinnacle Wealth Management Group, Inc. Recent Activity Increased 2.02%	0.3%	$466,009 6,524 shares@ 71.43 avg price	Increased 2.02%
Jason Polit@Vigilare Wealth Management Recent Activity Increased 0.06%	0.18%	$420,018 5,880 shares@ 71.44 avg price	Increased 0.06%
Stacy Fleming@Outlook Wealth Advisors, Llc Recent Activity Increased 38.55%	0.11%	$382,793 5,359 shares@ 71.43 avg price	Increased 38.55%
Evan Shorten@Paragon Financial Partners, Inc. Recent Activity Increased 0.28%	0.22%	$291,067 4,075 shares@ 71.43 avg price	Increased 0.28%
Janice M. Powell@Diversify Advisory Services, Llc Recent Activity Increased 8.78%	0.02%	$287,651 4,064 shares@ 70.79 avg price	Increased 8.78%
John Phillips V@Red Door Wealth Management, Llc Recent Activity Increased 0.36%	0.04%	$225,127 3,152 shares@ 71.43 avg price	Increased 0.36%