Institutional shares held 276 Million
35K calls
391K puts
Total value of holdings $9.31B
$1.18M calls
$13.2M puts
# of Institutions 628


Latest Institutional Activity in SPIB

Top Purchases

Q4 2025
Kwb Wealth Shares Held: 581K ($19.6M)
Q4 2025
Financial Planning Navigators Corp Shares Held: 245K ($8.27M)
Q4 2025
Asl Financial, LLC Shares Held: 129K ($4.34M)
Q4 2025
Apella Capital, LLC Shares Held: 561K ($18.9M)
Q4 2025
Burns Matteson Capital Management, LLC Shares Held: 269K ($9.09M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 868K ($29.3M)
Q4 2025
Raleigh Capital Management Inc. Shares Held: 28 ($945)
Q4 2025
Aquire Wealth Advisors, LLC Shares Held: 189K ($6.37M)
Q4 2025
Capital Advisors Inc Shares Held: 1.75M ($58.9M)
Q4 2025
Eastern Bank Shares Held: 53.5K ($1.8M)

About SPIB

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