Institutional shares held 241 Million
0 calls
0 puts
Total value of holdings $11.4B
$0 calls
$0 puts
# of Institutions 986


Latest Institutional Activity in SPEM

Top Purchases

Q4 2025
Sentinel Pension Advisors Inc Shares Held: 244K ($11.6M)
Q4 2025
Archer Investment Management, LLC Shares Held: 61.4K ($2.92M)
Q4 2025
One Advisory Partners, LLC Shares Held: 338K ($16M)
Q4 2025
Daymark Wealth Partners, LLC Shares Held: 255K ($12.1M)
Q4 2025
Park Avenue Securities LLC Shares Held: 680K ($32.3M)

Top Sells

Q4 2025
Kwb Wealth Shares Held: 511K ($24.3M)
Q4 2025
Heritage Family Offices, LLP Shares Held: 340K ($16.1M)
Q4 2025
Peterson Wealth Advisors, LLC Shares Held: 47.4K ($2.25M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 793K ($37.6M)
Q4 2025
Aquire Wealth Advisors, LLC Shares Held: 215K ($10.2M)

About SPEM

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