Institutional shares held 206 Million
2.1K calls
0 puts
Total value of holdings $9.93B
$101K calls
$0 puts
# of Institutions 733


Latest Institutional Activity in SPMD

Top Purchases

Q1 2025
Shepherd Financial Partners LLC Shares Held: 275K ($13.2M)
Q1 2025
Advisor Resource Council Shares Held: 244K ($11.7M)
Q1 2025
Rfg Advisory, LLC Shares Held: 1.9M ($91.3M)
Q1 2025
Atlas Private Wealth Advisors Shares Held: 1.47M ($70.6M)
Q1 2025
Ellenbecker Investment Group Shares Held: 238K ($11.5M)

Top Sells

Q1 2025
Waller Financial Planning Group, Inc Shares Held: 564K ($27.1M)
Q1 2025
Merit Financial Group, LLC Shares Held: 38.5K ($1.85M)
Q1 2025
Kwb Wealth Shares Held: 144K ($6.93M)
Q1 2025
Precedent Wealth Partners, LLC Shares Held: 11.1K ($535K)
Q1 2025
Summit Investment Advisory Services, LLC Shares Held: 24.8K ($1.19M)

About SPMD

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