Institutional shares held 95 Million
24.2K calls
0 puts
Total value of holdings $7.6B
$1.93M calls
$0 puts
# of Institutions 740


Latest Institutional Activity in SPTM

Top Purchases

Q3 2025
Beacon Capital Management, Inc. Shares Held: 374K ($29.9M)
Q3 2025
Summit Investment Advisory Services, LLC Shares Held: 144K ($11.5M)
Q3 2025
Voisard Asset Management Group, Inc. Shares Held: 757K ($60.5M)
Q3 2025
Financial Management Professionals, Inc. Shares Held: 114K ($9.08M)
Q3 2025
Valmark Advisers, Inc. Shares Held: 2.82M ($225M)

Top Sells

Q3 2025
Exchange Traded Concepts, LLC Shares Held: 148 ($11.8K)
Q3 2025
Legacy Private Trust Co. Shares Held: 898K ($71.8M)
Q3 2025
Portfolio Strategies, Inc. Shares Held: 156K ($12.5M)
Q3 2025
Atlas Private Wealth Advisors Shares Held: 130K ($10.4M)
Q3 2025
Cwm, LLC Shares Held: 3.13M ($250M)

About SPTM

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