Institutional shares held 92.4 Million
8.6K calls
4.1K puts
Total value of holdings $6.61B
$615K calls
$293K puts
# of Institutions 701


Latest Institutional Activity in SPTM

Top Purchases

Q1 2025
Creative Planning Shares Held: 1.81M ($130M)
Q1 2025
Wealthquest Corp Shares Held: 1.09M ($77.6M)
Q1 2025
Rvw Wealth, LLC Shares Held: 996K ($71.2M)
Q1 2025
Vest Gen Advisors, LLC Shares Held: 457K ($32.7M)
Q1 2025
Townsquare Capital LLC Shares Held: 390K ($27.9M)

Top Sells

Q1 2025
Shepherd Financial Partners LLC Shares Held: 709K ($50.7M)
Q1 2025
Rfg Advisory, LLC Shares Held: 1.48M ($106M)
Q1 2025
Symphony Financial, Ltd. Co. Shares Held: 7.55K ($540K)
Q1 2025
Blueprint Investment Partners LLC Shares Held: 628K ($44.9M)
Q1 2025
Royal Harbor Partners, LLC Shares Held: 247K ($17.7M)

About SPTM

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