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
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 18.61%
0.08%
$801,732
17,848 shares@ 44.92 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 71.29%
0.05%
$784,034
17,454 shares@ 44.93 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
Decreased -9.75%
0.12%
$770,920
17,162 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
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -1.73%
0.03%
$784,787
17,128 shares@ 45.82 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -1.91%
0.07%
$715,563
15,930 shares@ 44.92 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