Institutional shares held 225 Million
0 calls
0 puts
Total value of holdings $6.74B
$0 calls
$0 puts
# of Institutions 610


Latest Institutional Activity in SPSB

Top Purchases

Q1 2025
New Square Capital LLC Shares Held: 248K ($7.44M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 7.74M ($233M)
Q1 2025
Advisor Resource Council Shares Held: 245K ($7.36M)
Q1 2025
Rockwood Wealth Management, LLC Shares Held: 1.97M ($59.3M)
Q1 2025
Good Life Advisors, LLC Shares Held: 352K ($10.6M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 154K ($4.62M)
Q1 2025
Advisory Alpha, LLC Shares Held: 1.84M ($55.4M)
Q1 2025
Merit Financial Group, LLC Shares Held: 47.2K ($1.42M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 672K ($20.2M)
Q1 2025
Nbt Bank N A Shares Held: 7.09K ($213K)

About SPSB

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