Institutional shares held 118 Million
4.7K calls
3.2K puts
Total value of holdings $8.38B
$333K calls
$226K puts
# of Institutions 659


Latest Institutional Activity in SPHQ

Top Purchases

Q1 2025
Ameriprise Financial Inc Shares Held: 5.51M ($391M)
Q1 2025
Lpl Financial LLC Shares Held: 10M ($712M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 1.19M ($84.7M)
Q1 2025
Morgan Stanley Shares Held: 6.42M ($456M)
Q1 2025
Raymond James Financial Inc Shares Held: 2.4M ($170M)

Top Sells

Q1 2025
First Command Advisory Services, Inc. Shares Held: 1.41M ($99.8M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.31M ($92.7M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 7.64M ($542M)
Q1 2025
Kovitz Investment Group Partners, LLC Shares Held: 1.41M ($100M)
Q1 2025
Wcg Wealth Advisors LLC Shares Held: 193K ($13.7M)

About SPHQ

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