Institutional shares held 83.7 Million
131K calls
100 puts
Total value of holdings $5.67B
$8.84M calls
$6K puts
# of Institutions 602


Latest Institutional Activity in SPTM

Top Purchases

Q2 2024
Legacy Private Trust Co. Shares Held: 637K ($43.1M)
Q2 2024
Cwm, LLC Shares Held: 3.45M ($234M)
Q2 2024
Hbw Advisory Services LLC Shares Held: 152K ($10.3M)
Q2 2024
Allworth Financial LP Shares Held: 935K ($63.3M)
Q2 2024
Investment Planning Advisors, Inc. Shares Held: 29.8K ($2.02M)

Top Sells

Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.74M ($118M)
Q2 2024
Park Avenue Securities LLC Shares Held: 469K ($31.7M)
Q2 2024
Treasure Coast Financial Planning Shares Held: 490K ($33.2M)
Q2 2024
Financial Strategies Group, Inc. Shares Held: 760K ($51.5M)
Q2 2024
Great Valley Advisor Group, Inc. Shares Held: 19.2K ($1.3M)

About SPTM

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