Institutional shares held 375 Million
26.7K calls
19K puts
Total value of holdings $9.8B
$697K calls
$495K puts
# of Institutions 500


Latest Institutional Activity in SPTL

Top Purchases

Q2 2025
Ascent Group, LLC Shares Held: 1.03M ($26.8M)
Q2 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 6.72M ($175M)
Q2 2025
Mather Group, Llc. Shares Held: 7.11M ($186M)
Q2 2025
Ma Private Wealth Shares Held: 619K ($16.2M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 487K ($12.7M)

Top Sells

Q2 2025
R. W. Roge & Company, Inc. Shares Held: 11.6K ($303K)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 849K ($22.2M)
Q2 2025
Checchi Capital Advisers, LLC Shares Held: 731K ($19.1M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 81.3K ($2.12M)
Q2 2025
Caitlin John, LLC Shares Held: 93.1K ($2.43M)

About SPTL

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