Institutional shares held 206 Million
0 calls
0 puts
Total value of holdings $8.13B
$0 calls
$0 puts
# of Institutions 878


Latest Institutional Activity in SPEM

Top Purchases

Q1 2025
Hobart Private Capital, LLC Shares Held: 74.5K ($2.94M)
Q1 2025
Kera Capital Partners, Inc. Shares Held: 17.9K ($708K)
Q1 2025
Quent Capital, LLC Shares Held: 62.1K ($2.45M)
Q4 2024
Raymond James Financial Inc Shares Held: 1.99M ($78.5M)
Q4 2024
Blue Stem Wealth Partners, LLC Shares Held: 992K ($39.1M)

Top Sells

Q1 2025
Waller Financial Planning Group, Inc Shares Held: 26.2K ($1.03M)
Q4 2024
Brooklyn Fi, LLC Shares Held: 109K ($4.3M)
Q4 2024
State Street Corp Shares Held: 5.56M ($219M)
Q4 2024
Life Planning Partners, Inc Shares Held: 11.3K ($444K)
Q4 2024
Assetmark, Inc Shares Held: 1.95M ($76.9M)

About SPEM

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