SPTM

Spdr Portfolio S&p 1500 Comp

Latest period2026 - Q1Total superinvestors744

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, 744 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
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 2.41%
0.18%
$672.152M
8.502M shares@ 79.07 avg price
John Koval@Assetmark, Inc
Recent Activity
Increased 97.79%
0.88%
$429.787M
5.436M shares@ 79.07 avg price
Rebecca Havens@Creative Planning
Recent Activity
Increased 28.67%
0.23%
$326.235M
4.126M shares@ 79.06 avg price
Kristin Streff@Cwm, Llc
Recent Activity
Increased 2.55%
0.7%
$264.812M
3.35M shares@ 79.06 avg price
James D Sullivan@Private Advisor Group, Llc
Recent Activity
Decreased -3.35%
1.15%
$244.549M
3.093M shares@ 79.07 avg price
Michael McClary@Valmark Advisers, Inc.
Recent Activity
Increased 2.54%
2.77%
$232.423M
2.94M shares@ 79.07 avg price
William Woolverton@Tidal Investments Llc
Recent Activity
Increased 3.04%
0.49%
$228.891M
2.895M shares@ 79.06 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 1.76%
3.98%
$204.515M
2.587M shares@ 79.06 avg price
Patrick D. Hayes@Wealthquest Corp
Recent Activity
Increased 102.34%
5.03%
$137.483M
1.702M shares@ 80.77 avg price
Jo Ann Weinhardt@Hughes Financial Services, Llc
Recent Activity
Increased 3.93%
20.31%
$132.184M
1.672M shares@ 79.06 avg price

1-10 of 744