Institutional shares held 225 Million
0 calls
0 puts
Total value of holdings $9.85B
$0 calls
$0 puts
# of Institutions 938


Latest Institutional Activity in SPEM

Top Purchases

Q2 2025
Charles Schwab Investment Management Inc Shares Held: 10.9M ($478M)
Q2 2025
3 Edge Asset Management, LP Shares Held: 3.18M ($139M)
Q2 2025
Cassaday & CO Wealth Management LLC Shares Held: 1.14M ($50M)
Q2 2025
Lpl Financial LLC Shares Held: 11.7M ($510M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 1.42M ($62M)

Top Sells

Q2 2025
Townsquare Capital LLC Shares Held: 138K ($6.02M)
Q2 2025
State Street Corp Shares Held: 3.72M ($163M)
Q2 2025
Tiaa Trust, National Association Shares Held: 4.95M ($217M)
Q2 2025
Financial Engines Advisors L.L.C. Shares Held: 18M ($786M)
Q2 2025
Assetmark, Inc Shares Held: 1.38M ($60.5M)

About SPEM

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