Institutional shares held 208 Million
0 calls
60 puts
Total value of holdings $8.9B
$0 calls
$2K puts
# of Institutions 923


Latest Institutional Activity in SPEM

Top Purchases

Q2 2025
Kwb Wealth Shares Held: 582K ($24.9M)
Q2 2025
Ehrlich Financial Group Shares Held: 96.2K ($4.11M)
Q2 2025
Perigon Wealth Management, LLC Shares Held: 213K ($9.11M)
Q2 2025
Cobblestone Asset Management LLC Shares Held: 164K ($7.01M)
Q2 2025
Capital Asset Advisory Services LLC Shares Held: 597K ($25.5M)

Top Sells

Q2 2025
Moss Adams Wealth Advisors LLC Shares Held: 204K ($8.72M)
Q2 2025
Park Avenue Securities LLC Shares Held: 614K ($26.3M)
Q2 2025
Spartan Planning & Wealth Management Shares Held: 17.9K ($764K)
Q2 2025
Sharkey, Howes & Javer Shares Held: 127K ($5.43M)
Q2 2025
Raleigh Capital Management Inc. Shares Held: 88.3K ($3.78M)

About SPEM

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