Institutional shares held 195 Million
0 calls
0 puts
Total value of holdings $7.45B
$0 calls
$0 puts
# of Institutions 816


Latest Institutional Activity in SPEM

Top Purchases

Q4 2024
Marathon Strategic Advisors, LLC Shares Held: 228K ($8.74M)
Q4 2024
Signal Advisors Wealth, LLC Shares Held: 188K ($7.21M)
Q4 2024
Mason & Associates Inc Shares Held: 134K ($5.15M)
Q4 2024
Capital Planning Advisors, LLC Shares Held: 63.9K ($2.44M)
Q4 2024
Park Avenue Securities LLC Shares Held: 682K ($26.1M)

Top Sells

Q4 2024
Waller Financial Planning Group, Inc Shares Held: 33.3K ($1.27M)
Q4 2024
St Germain D J CO Inc Shares Held: 568K ($21.7M)
Q4 2024
Tpg Financial Advisors, LLC Shares Held: 185K ($7.08M)
Q4 2024
Kwb Wealth Shares Held: 469K ($18M)
Q4 2024
Advisory Alpha, LLC Shares Held: 1.11M ($42.6M)

About SPEM

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