Institutional shares held 201 Million
64.8K calls
5.94K puts
Total value of holdings $8.75B
$2.82M calls
$258K puts
# of Institutions 970


Latest Institutional Activity in SPSM

Top Purchases

Q2 2025
Waller Financial Planning Group, Inc Shares Held: 827K ($36M)
Q2 2025
Boston Standard Wealth Management, LLC Shares Held: 374K ($16.3M)
Q2 2025
Legacy Wealth Management, LLC / Ms Shares Held: 20.2K ($878K)
Q2 2025
Harbor Investment Advisory, LLC Shares Held: 12K ($520K)
Q2 2025
Helen Stephens Group, LLC Shares Held: 5.44K ($237K)

Top Sells

Q2 2025
Hbw Advisory Services LLC Shares Held: 13K ($567K)
Q2 2025
Higgins & Schmidt Wealth Strategies LLC Shares Held: 34.4K ($1.5M)
Q1 2025
Cwm, LLC Shares Held: 1.64M ($71.2M)
Q1 2025
Bank Of America Corp Shares Held: 4.31M ($187M)
Q1 2025
Fund Evaluation Group, LLC Shares Held: 557K ($24.2M)

About SPSM

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