SPSM

Spdr Portfolio S&p 600 Small

Latest period2026 - Q1Total superinvestors1001

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, 1001 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

SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -8.88%
0.32%
$1.188B
24.591M shares@ 48.32 avg price
David Carr@Financial Engines Advisors L.l.c.
Recent Activity
Decreased -2.14%
2.03%
$998.935M
20.673M shares@ 48.33 avg price
Khaley Sestak@Betterment Llc
Recent Activity
Increased 1.4%
1.75%
$918.996M
19.019M shares@ 48.32 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -47.68%
0.03%
$347.532M
7.192M shares@ 48.33 avg price
Omar Aguilar@Charles Schwab Investment Management Inc
Recent Activity
Increased 1.85%
0.05%
$318.076M
6.583M shares@ 48.33 avg price
Michael McClary@Valmark Advisers, Inc.
Recent Activity
Increased 2.07%
3.11%
$261.524M
5.412M shares@ 48.33 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 41.09%
3.48%
$237.296M
4.911M shares@ 48.33 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Increased 17.14%
0.05%
$215.009M
4.45M shares@ 48.32 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 22.66%
0.06%
$206.941M
4.283M shares@ 48.33 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 2.27%
0.02%
$189.762M
3.927M shares@ 48.32 avg price

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