Institutional shares held 206 Million
0 calls
0 puts
Total value of holdings $7.89B
$0 calls
$0 puts
# of Institutions 880


Latest Institutional Activity in SPEM

Top Purchases

Q1 2025
Horizon Financial Services, LLC Shares Held: 3.03M ($118M)
Q1 2025
Summit Global Investments Shares Held: 242K ($9.45M)
Q1 2025
Compton Financial Group, LLC Shares Held: 179K ($6.98M)
Q1 2025
Moss Adams Wealth Advisors LLC Shares Held: 319K ($12.5M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 2.47M ($96.5M)

Top Sells

Q1 2025
Luken Investment Analytics, LLC Shares Held: 77.2K ($3.02M)
Q1 2025
Advisory Alpha, LLC Shares Held: 728K ($28.4M)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 72.1K ($2.82M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 880K ($34.4M)
Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 27.5K ($1.08M)

About SPEM

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