SPSM

Spdr Portfolio S&p 600 Small

Latest period2024 - Q4Total superinvestors110

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, 110 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
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 6.46%
1.77%
$91.254M
2.031M shares@ 44.93 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 7.46%
1.66%
$59.609M
1.327M shares@ 44.92 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -8.94%
0.79%
$43.808M
975,247 shares@ 44.92 avg price
Jason Farris@Waller Financial Planning Group, Inc
Recent Activity
Decreased -0.23%
9.2%
$36.491M
812,357 shares@ 44.93 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.14%
0.05%
$24.19M
531,534 shares@ 45.52 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Increased 4.81%
0.89%
$19.403M
431,942 shares@ 44.93 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 3.26%
0.45%
$15.491M
344,851 shares@ 44.92 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 1.84%
0.13%
$12.629M
281,147 shares@ 44.92 avg price
Robert Thomas Taylor@Taylor & Morgan Wealth Management, Llc
Recent Activity
Decreased -7.94%
8.1%
$11.515M
256,349 shares@ 44.93 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
Decreased -7.5%
1.43%
$11.459M
251,799 shares@ 45.51 avg price