Institutional shares held 42.8 Million
9.1K calls
0 puts
Total value of holdings $1.28B
$271K calls
$0 puts
# of Institutions 173


Latest Institutional Activity in SPBO

Top Purchases

Q3 2025
Exchange Traded Concepts, LLC Shares Held: 2.36M ($70.4M)
Q3 2025
Summit Financial Wealth Advisors, LLC Shares Held: 917K ($27.3M)
Q3 2025
Sterling Manor Financial, LLC Shares Held: 617K ($18.4M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 12.1K ($360K)
Q3 2025
Kathleen S. Wright Associates Inc. Shares Held: 50.3K ($1.5M)

Top Sells

Q3 2025
Cwm, LLC Shares Held: 228K ($6.79M)
Q3 2025
St Germain D J CO Inc Shares Held: 2.25M ($67.1M)
Q3 2025
Optas, LLC Shares Held: 24.8K ($740K)
Q3 2025
Mjt & Associates Financial Advisory Group, Inc. Shares Held: 1.24K ($37K)
Q3 2025
Melone Private Wealth, LLC Shares Held: 178K ($5.3M)

About SPBO

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