SPTM

Spdr Portfolio S&p 1500 Comp

Latest period2026 - Q2Total superinvestors81

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 81 superinvestors own shares of Spdr Portfolio S&p 1500 Comp (SPTM), 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 1500 Comp (SPTM), 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 1500 Comp (SPTM) 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 1500 Comp (SPTM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -3.04%
4.32%
$227.707M
2.508M shares@ 90.79 avg price
Aryn Sands@Professional Financial Advisors, Llc
Recent Activity
Increased 46.41%
35.25%
$203.739M
2.244M shares@ 90.79 avg price
Elizabeth Parks@Voisard Asset Management Group, Inc.
Recent Activity
Increased 3.42%
14.93%
$78.895M
868,980 shares@ 90.8 avg price
Zachary Bouchard@Boston Standard Wealth Management, Llc
Recent Activity
Increased 1.06%
4.48%
$30.878M
339,708 shares@ 90.9 avg price
Simon Liu@Rvw Wealth, Llc
Recent Activity
Increased 0.51%
1.82%
$27.601M
304,009 shares@ 90.79 avg price
Rita Rhodes@Financial Planning Fort Collins, Llc
Recent Activity
Decreased -5.03%
20.84%
$27.513M
301,484 shares@ 91.27 avg price
Steve Mattus@Sigfig Wealth Management, Llc
Recent Activity
Decreased -2.32%
0.68%
$25.384M
281,572 shares@ 90.16 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -0.52%
0.38%
$21.71M
239,129 shares@ 90.79 avg price
Patricia Buchholtz@Eclectic Associates Inc Adv
Recent Activity
Decreased -4.66%
1.48%
$12.964M
142,793 shares@ 90.79 avg price
Justin Soucie@G&s Capital Llc
Recent Activity
Decreased -0.96%
3.65%
$12.591M
138,684 shares@ 90.8 avg price

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