Institutional shares held 221 Million
0 calls
0 puts
Total value of holdings $6.66B
$0 calls
$0 puts
# of Institutions 617


Latest Institutional Activity in SPSB

Top Purchases

Q2 2025
Valmark Advisers, Inc. Shares Held: 8.02M ($242M)
Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 200K ($6.02M)
Q2 2025
Apollon Wealth Management, LLC Shares Held: 133K ($4.01M)
Q2 2025
Capital Wealth Management, LLC Shares Held: 1.02M ($30.6M)
Q2 2025
Walker Financial Services, Inc. Shares Held: 1.33M ($40M)

Top Sells

Q2 2025
Trilogy Capital Inc. Shares Held: 101K ($3.03M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 279K ($8.41M)
Q2 2025
Capital Insight Partners, LLC Shares Held: 8.11K ($244K)
Q2 2025
Mcf Advisors LLC Shares Held: 2.2M ($66.2M)
Q2 2025
Litman Gregory Wealth Management LLC Shares Held: 748K ($22.5M)

About SPSB

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