Institutional shares held 246 Million
0 calls
0 puts
Total value of holdings $8.18B
$0 calls
$0 puts
# of Institutions 611


Latest Institutional Activity in SPIB

Top Purchases

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 5.04M ($167M)
Q1 2025
Compton Financial Group, LLC Shares Held: 661K ($22M)
Q1 2025
Stephens Group Asset Management, LLC Shares Held: 1.66M ($55.1M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.15M ($38.2M)
Q1 2025
Kc Investment Advisors, LLC Shares Held: 432K ($14.3M)

Top Sells

Q1 2025
Mission Wealth Management, LP Shares Held: 533K ($17.7M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 769K ($25.5M)
Q1 2025
Merit Financial Group, LLC Shares Held: 59.1K ($1.96M)
Q1 2025
Rfg Advisory, LLC Shares Held: 8.22K ($273K)
Q1 2025
Gps Wealth Strategies Group, LLC Shares Held: 35.3K ($1.17M)

About SPIB

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