Institutional shares held 360 Million
19.4K calls
0 puts
Total value of holdings $9.84B
$530K calls
$0 puts
# of Institutions 475


Latest Institutional Activity in SPTL

Top Purchases

Q3 2025
Farther Finance Advisors, LLC Shares Held: 1.61M ($44.1M)
Q3 2025
Mather Group, Llc. Shares Held: 7.48M ($204M)
Q3 2025
First Horizon Corp Shares Held: 325K ($8.88M)
Q3 2025
One Day In July LLC Shares Held: 2.93M ($80.1M)
Q3 2025
Sofi Wealth, LLC Shares Held: 1.31M ($35.8M)

Top Sells

Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 268K ($7.32M)
Q3 2025
Impact Investors, Inc Shares Held: 411K ($11.2M)
Q3 2025
Astoria Portfolio Advisors Llc. Shares Held: 9.43K ($258K)
Q3 2025
All Gen Financial Advisors, Inc. Shares Held: 203K ($5.55M)
Q3 2025
Permanent Capital Management, LP Shares Held: 270K ($7.37M)

About SPTL

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