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
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Decreased -5.73%
0.64%
$3.167M
70,500 shares@ 44.92 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -24.9%
0.17%
$3.057M
69,275 shares@ 44.14 avg price
Patrick Hayes@Wealthquest Corp
Recent Activity
Decreased -5.06%
0.25%
$3.016M
67,139 shares@ 44.93 avg price
Grant Reeves@Cvfg Llc
Recent Activity
New Position
2.73%
$2.988M
66,512 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
Staci Compagno@Portside Wealth Group, Llc
Recent Activity
Decreased -1.78%
0.49%
$2.789M
61,290 shares@ 45.52 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
TIMOTHY BURKETT@Keeler & Nadler Financial Planning & Wealth Management
Recent Activity
Decreased -6.56%
1.2%
$2.551M
56,781 shares@ 44.93 avg price
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Decreased -2.56%
0.49%
$2.554M
56,712 shares@ 45.03 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Increased 5.28%
1.12%
$2.236M
50,450 shares@ 44.33 avg price