Spdr Portfolio S&p 400 Mid C
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 809 superinvestors own shares of Spdr Portfolio S&p 400 Mid C (SPMD), 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 400 Mid C (SPMD), 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 400 Mid C (SPMD) 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 400 Mid C (SPMD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Rebecca Havens@Creative Planning
| 3.89% | $5.723B 96.641M shares@ 59.23 avg price | Increased 4.29% |
Khaley Sestak@Betterment Llc
| 2.27% | $1.196B 20.199M shares@ 59.22 avg price | Decreased -4.5% |
Kirk Evangeliou@Lpl Financial Llc
| 0.21% | $761.128M 12.853M shares@ 59.22 avg price | Increased 0.07% |
Michael McClary@Valmark Advisers, Inc.
| 5.08% | $427.289M 7.215M shares@ 59.23 avg price | Increased 2.47% |
Sean P. Skuja@Envestnet Asset Management Inc
| 0.07% | $245.637M 4.148M shares@ 59.22 avg price | Increased 44.8% |
Andrew Johnson@Ubs Group Ag
| 0.04% | $227.316M 3.839M shares@ 59.22 avg price | Increased 163.02% |
Claire Gordon@Morgan Stanley
| 0.02% | $224.901M 3.798M shares@ 59.23 avg price | Decreased -61.34% |
Colleen Graham@Alti Global, Inc.
| 3.64% | $167.205M 2.823M shares@ 59.23 avg price | Decreased -5.42% |
Chris Hufman@Facet Wealth, Inc.
| 2.66% | $153.033M 2.584M shares@ 59.22 avg price | Increased 2.73% |
Kristin Streff@Cwm, Llc
| 0.36% | $134.042M 2.263M shares@ 59.23 avg price | Decreased -36.96% |
1-10 of 809