SPSM

Spdr Portfolio S&p 600 Small

Latest period2026 - Q2Total superinvestors94

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, 94 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
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 1.09%
1.95%
$102.43M
1.776M shares@ 57.68 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 13.65%
0.28%
$56.915M
986,910 shares@ 57.68 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Increased 1.6%
0.85%
$32.222M
558,732 shares@ 57.67 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
Decreased -17.49%
2.24%
$26.114M
452,815 shares@ 57.68 avg price
Robert Murphy@United Asset Strategies, Inc.
Recent Activity
Increased 1.05%
1.78%
$25.048M
434,336 shares@ 57.67 avg price
Zachary Bouchard@Boston Standard Wealth Management, Llc
Recent Activity
Decreased -2.58%
3.17%
$21.813M
376,832 shares@ 57.89 avg price
Robert Thomas Taylor@Taylor & Morgan Wealth Management, Llc
Recent Activity
Increased 5.88%
8.59%
$17.407M
301,836 shares@ 57.68 avg price
Donald Peppler@Windsor Capital Management, Llc
Recent Activity
Decreased -0.34%
4.37%
$16.785M
291,056 shares@ 57.68 avg price
Joshua Frazier@Valeo Financial Advisors, Llc
Recent Activity
Decreased -3.21%
0.3%
$13.884M
240,748 shares@ 57.67 avg price
Jason Farris@Waller Financial Planning Group, Inc
Recent Activity
Decreased -5.26%
2.5%
$12.132M
210,367 shares@ 57.67 avg price

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