Institutional shares held 201 Million
64.8K calls
5.94K puts
Total value of holdings $8.86B
$2.85M calls
$261K puts
# of Institutions 974


Latest Institutional Activity in SPSM

Top Purchases

Q2 2025
Valmark Advisers, Inc. Shares Held: 6.26M ($276M)
Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 1.63M ($71.7M)
Q2 2025
Surience Private Wealth LLC Shares Held: 235K ($10.3M)
Q2 2025
Dakota Wealth Management Shares Held: 1.12M ($49.2M)
Q2 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 3.17M ($139M)

Top Sells

Q2 2025
Cwm, LLC Shares Held: 638K ($28.1M)
Q2 2025
Merit Financial Group, LLC Shares Held: 402K ($17.7M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 580K ($25.5M)
Q2 2025
Trilogy Capital Inc. Shares Held: 154K ($6.78M)
Q2 2025
Sharkey, Howes & Javer Shares Held: 61.3K ($2.7M)

About SPSM

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