Institutional shares held 188 Million
0 calls
0 puts
Total value of holdings $7.09B
$0 calls
$0 puts
# of Institutions 742


Latest Institutional Activity in SPEM

Top Purchases

Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 1.58M ($59.7M)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 1.66M ($62.8M)
Q2 2024
Jnba Financial Advisors Shares Held: 964K ($36.4M)
Q2 2024
Chaney Capital Management, Inc. Shares Held: 175K ($6.6M)
Q2 2024
Allworth Financial LP Shares Held: 6.23M ($236M)

Top Sells

Q2 2024
One Ascent Financial Services LLC Shares Held: 220K ($8.31M)
Q2 2024
Strategic Advocates LLC Shares Held: 10.9K ($414K)
Q2 2024
Moss Adams Wealth Advisors LLC Shares Held: 160K ($6.05M)
Q2 2024
Kwb Wealth Shares Held: 434K ($16.4M)
Q2 2024
Stratos Wealth Partners, Ltd. Shares Held: 45.1K ($1.7M)

About SPEM

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