Institutional shares held 226 Million
0 calls
0 puts
Total value of holdings $10.3B
$0 calls
$0 puts
# of Institutions 958


Latest Institutional Activity in SPEM

Top Purchases

Q3 2025
Kwb Wealth Shares Held: 896K ($41.5M)
Q3 2025
Kfg Wealth Management, LLC Shares Held: 517K ($23.9M)
Q3 2025
St Germain D J CO Inc Shares Held: 652K ($30.2M)
Q3 2025
Revisor Wealth Management LLC Shares Held: 189K ($8.74M)
Q3 2025
Cypress Wealth Services, LLC Shares Held: 160K ($7.41M)

Top Sells

Q3 2025
Sharkey, Howes & Javer Shares Held: 88.9K ($4.12M)
Q3 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 33K ($1.53M)
Q3 2025
Heritage Family Offices, LLP Shares Held: 375K ($17.3M)
Q3 2025
Secure Asset Management, LLC Shares Held: 8K ($370K)
Q3 2025
Exchange Traded Concepts, LLC Shares Held: 15.3K ($710K)

About SPEM

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