Institutional shares held 208 Million
2.1K calls
0 puts
Total value of holdings $10.4B
$104K calls
$0 puts
# of Institutions 731


Latest Institutional Activity in SPMD

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 2.14M ($107M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 6.37M ($318M)
Q1 2025
Penserra Capital Management LLC Shares Held: 294K ($14.7M)
Q1 2025
Rkl Wealth Management LLC Shares Held: 481K ($24M)
Q1 2025
Shepherd Financial Partners LLC Shares Held: 275K ($13.7M)

Top Sells

Q1 2025
Waller Financial Planning Group, Inc Shares Held: 564K ($28.1M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 68.7K ($3.43M)
Q1 2025
Flagship Harbor Advisors, LLC Shares Held: 73.5K ($3.67M)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 52K ($2.6M)
Q1 2025
Investment Planning Advisors, Inc. Shares Held: 11.3K ($565K)

About SPMD

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