Institutional shares held 218 Million
94.2K calls
14.4K puts
Total value of holdings $8.19B
$3.54M calls
$540K puts
# of Institutions 979


Latest Institutional Activity in SPSM

Top Purchases

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 3M ($113M)
Q1 2025
Compton Financial Group, LLC Shares Held: 558K ($21M)
Q1 2025
Shepherd Financial Partners LLC Shares Held: 372K ($14M)
Q1 2025
Octavia Wealth Advisors, LLC Shares Held: 396K ($14.9M)
Q1 2025
International City Management Association Retirement Corp Shares Held: 162K ($6.07M)

Top Sells

Q1 2025
Atlas Private Wealth Advisors Shares Held: 926K ($34.8M)
Q1 2025
Merit Financial Group, LLC Shares Held: 771K ($29M)
Q1 2025
Waller Financial Planning Group, Inc Shares Held: 668K ($25.1M)
Q1 2025
Annex Advisory Services, LLC Shares Held: 68.8K ($2.59M)
Q1 2025
Gamma Investing LLC Shares Held: 1.5K ($56.3K)

About SPSM

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