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
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 71.29%
0.05%
$784,034
17,454 shares@ 44.93 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Increased 61.27%
0.06%
$770,019
17,142 shares@ 44.93 avg price
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
Increased 8.95%
0.38%
$714,534
15,907 shares@ 44.92 avg price
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Increased 12.63%
0.11%
$687,826
15,312 shares@ 44.93 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
Increased 1.36%
0.2%
$668,500
14,882 shares@ 44.93 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
Increased 6.36%
0.47%
$658,269
14,654 shares@ 44.93 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 0.01%
0.04%
$612,978
13,646 shares@ 44.92 avg price
Ryan Williamson@Horizon Wealth Management, Llc
Recent Activity
Increased 39%
0.1%
$568,902
12,665 shares@ 44.92 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 63.38%
0.05%
$544,172
12,114 shares@ 44.93 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Increased 115.54%
0.2%
$540,260
12,016 shares@ 44.97 avg price