SPSM

Spdr Portfolio S&p 600 Small

Latest period2024 - Q4Total superinvestors137

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, 137 superinvestors own shares of Spdr Portfolio S&p 600 Small (SPSM), 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 600 Small (SPSM), 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 600 Small (SPSM) 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 600 Small (SPSM) 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
Thomas Anderton@626 Financial, Llc
Recent Activity
Increased 4.65%
2.15%
$3.977M
88,540 shares@ 44.93 avg price
Rana Choubah@Meridian Financial, Llc
Recent Activity
Increased 0.93%
1.93%
$2.781M
61,910 shares@ 44.93 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 0.27%
0.18%
$2.623M
58,403 shares@ 44.92 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Increased 5.28%
1.12%
$2.236M
50,450 shares@ 44.33 avg price
James Krause@Wealthcare Capital Management Llc
Recent Activity
Increased 11.4%
0.21%
$2.061M
45,885 shares@ 44.92 avg price
MICHELLE ELDRIDGE@Defined Wealth Management, Llc
Recent Activity
Increased 0.78%
1.3%
$1.948M
43,376 shares@ 44.93 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 10.79%
0.16%
$1.826M
40,658 shares@ 44.92 avg price
Bryan Kupchik@Capstone Wealth Management Group, Llc
Recent Activity
Increased 595.44%
0.91%
$1.699M
37,818 shares@ 44.93 avg price
Tracey Hill@Lbmc Investment Advisors, Llc
Recent Activity
Increased 1.63%
0.12%
$1.519M
33,820 shares@ 44.92 avg price
Kristen Niebuhr@Ars Investment Partners, Llc
Recent Activity
Increased 3.87%
0.13%
$1.351M
30,068 shares@ 44.92 avg price