Institutional shares held 201 Million
0 calls
0 puts
Total value of holdings $7.84B
$0 calls
$0 puts
# of Institutions 846


Latest Institutional Activity in SPEM

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 1.99M ($77.9M)
Q4 2024
Blue Stem Wealth Partners, LLC Shares Held: 992K ($38.8M)
Q4 2024
Wealthfront Advisers LLC Shares Held: 518K ($20.3M)
Q4 2024
Cwm, LLC Shares Held: 1.8M ($70.6M)
Q4 2024
Life Planning Partners, Inc Shares Held: 432K ($16.9M)

Top Sells

Q4 2024
Waller Financial Planning Group, Inc Shares Held: 33.3K ($1.3M)
Q4 2024
Assetmark, Inc Shares Held: 1.95M ($76.3M)
Q4 2024
St Germain D J CO Inc Shares Held: 568K ($22.3M)
Q4 2024
Tpg Financial Advisors, LLC Shares Held: 185K ($7.25M)
Q4 2024
Mc Namara Financial Services, Inc. Shares Held: 817K ($32M)

About SPEM

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