Institutional shares held 357 Million
19.4K calls
0 puts
Total value of holdings $9.72B
$527K calls
$0 puts
# of Institutions 478


Latest Institutional Activity in SPTL

Top Purchases

Q2 2025
State Street Corp Shares Held: 64.9M ($1.76B)
Q2 2025
Fisher Asset Management, LLC Shares Held: 58M ($1.57B)
Q2 2025
Destination Wealth Management Shares Held: 2.06M ($55.8M)
Q2 2025
Financial Engines Advisors L.L.C. Shares Held: 49.6M ($1.34B)
Q2 2025
Advocacy Wealth Management Services, LLC Shares Held: 3.65M ($98.8M)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 8.8M ($239M)
Q2 2025
Goldman Sachs Group Inc Shares Held: 4.14M ($112M)
Q2 2025
Great Valley Advisor Group, Inc. Shares Held: 379K ($10.3M)
Q2 2025
Townsquare Capital LLC Shares Held: 95K ($2.57M)
Q2 2025
Lockheed Martin Investment Management CO Shares Held: 130K ($3.52M)

About SPTL

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