Institutional shares held 132 Million
5.3K calls
0 puts
Total value of holdings $8.65B
$348K calls
$0 puts
# of Institutions 626


Latest Institutional Activity in SPHQ

Top Purchases

Q1 2025
Kwb Wealth Shares Held: 291K ($19.1M)
Q1 2025
Hoese & CO LLP Shares Held: 189K ($12.4M)
Q1 2025
Northwest Financial Advisors Shares Held: 52.9K ($3.47M)
Q1 2025
Cerro Pacific Wealth Advisors LLC Shares Held: 49.5K ($3.25M)
Q1 2025
Graves Light Lenhart Wealth, Inc. Shares Held: 237K ($15.6M)

Top Sells

Q1 2025
Park Edge Advisors, LLC Shares Held: 50.7K ($3.33M)
Q1 2025
Rfg Advisory, LLC Shares Held: 64.5K ($4.23M)
Q1 2025
Legacy Private Trust Co. Shares Held: 132K ($8.69M)
Q1 2025
Act Advisors, Llc. Shares Held: 303K ($19.9M)
Q1 2025
Retireful, LLC Shares Held: 6.61K ($434K)

About SPHQ

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