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
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -7.01%
0.01%
$375,986
5,264 shares@ 71.43 avg price
Kerry Tallon@Tallon Kerry Patrick
Recent Activity
New Position
0.35%
$355,260
4,984 shares@ 71.29 avg price
Ellwood Derricks@Partnership Wealth Management, Llc
Recent Activity
Decreased -0.06%
0.29%
$346,655
4,853 shares@ 71.44 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
0.03%
$335,507
4,697 shares@ 71.44 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
0.02%
$330,967
4,676 shares@ 70.78 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
New Position
0.01%
$310,000
4,336 shares@ 71.5 avg price
Evan Shorten@Paragon Financial Partners, Inc.
Recent Activity
Increased 0.28%
0.22%
$291,067
4,075 shares@ 71.43 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 8.78%
0.02%
$287,651
4,064 shares@ 70.79 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
Decreased -1%
0.06%
$275,000
3,854 shares@ 71.36 avg price
Ian Armstrong@Clear Harbor Asset Management, Llc
Recent Activity
0.03%
$272,791
3,819 shares@ 71.43 avg price