Institutional shares held 22.5 Million
33.8K calls
23.9K puts
Total value of holdings $1.08B
$1.63M calls
$1.15M puts
# of Institutions 380


Latest Institutional Activity in SPHD

Top Purchases

Q3 2025
Curran Financial Partners, LLC Shares Held: 37.6K ($1.81M)
Q3 2025
Milestone Asset Management, LLC Shares Held: 4.44K ($214K)
Q3 2025
Independent Wealth Network Inc. Shares Held: 4.17K ($201K)
Q3 2025
Park Edge Advisors, LLC Shares Held: 31.9K ($1.54M)
Q3 2025
Pinnacle Wealth Management Group, Inc. Shares Held: 57.6K ($2.78M)

Top Sells

Q3 2025
Brookstone Capital Management Shares Held: 140K ($6.76M)
Q3 2025
Dynamic Advisor Solutions LLC Shares Held: 9.35K ($450K)
Q3 2025
Capital Advisors, Ltd. LLC Shares Held: 2.06K ($99.1K)
Q3 2025
Private Trust CO Na Shares Held: 34.7K ($1.67M)
Q3 2025
Stonebridge Wealth Management, LLC Shares Held: 64.2K ($3.09M)

About SPHD

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