Institutional shares held 92.4 Million
8.6K calls
4.1K puts
Total value of holdings $6.94B
$645K calls
$307K puts
# of Institutions 700


Latest Institutional Activity in SPTM

Top Purchases

Q2 2025
Hbw Advisory Services LLC Shares Held: 183K ($13.8M)
Q2 2025
Capital Market Strategies LLC Shares Held: 3.29K ($247K)
Q1 2025
Creative Planning Shares Held: 1.81M ($136M)
Q1 2025
Wealthquest Corp Shares Held: 1.09M ($81.5M)
Q1 2025
Rvw Wealth, LLC Shares Held: 996K ($74.8M)

Top Sells

Q2 2025
Boston Standard Wealth Management, LLC Shares Held: 342K ($25.6M)
Q2 2025
Legacy Wealth Management, LLC / Ms Shares Held: 3.97K ($298K)
Q2 2025
Waller Financial Planning Group, Inc Shares Held: 15.7K ($1.18M)
Q2 2025
Lvm Capital Management LTD Shares Held: 60.3K ($4.53M)
Q2 2025
Helen Stephens Group, LLC Shares Held: 3.5K ($263K)

About SPTM

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