Institutional shares held 7.46 Million
9.5K calls
0 puts
Total value of holdings $363M
$462K calls
$0 puts
# of Institutions 123


Latest Institutional Activity in SPEU

Top Purchases

Q2 2025
Cwm, LLC Shares Held: 2.05M ($99.6M)
Q2 2025
Sharkey, Howes & Javer Shares Held: 38.1K ($1.86M)
Q2 2025
Johnson Investment Counsel Inc Shares Held: 36.3K ($1.77M)
Q2 2025
Worth Asset Management, LLC Shares Held: 20.5K ($999K)
Q2 2025
Lodestar Private Asset Management LLC Shares Held: 13.6K ($661K)

Top Sells

Q2 2025
Mather Group, Llc. Shares Held: 193K ($9.37M)
Q2 2025
Raleigh Capital Management Inc. Shares Held: 0 ($0)
Q2 2025
Diversified Enterprises, LLC Shares Held: 4.81K ($234K)
Q2 2025
Castleview Partners, LLC Shares Held: 6.93K ($337K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 340 ($16.5K)

About SPEU

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