Institutional shares held 362 Million
40.7K calls
12.7K puts
Total value of holdings $9.54B
$1.07M calls
$334K puts
# of Institutions 489


Latest Institutional Activity in SPTL

Top Purchases

Q1 2025
Sofi Wealth, LLC Shares Held: 976K ($25.4M)
Q1 2025
Rfg Advisory, LLC Shares Held: 2.6M ($67.8M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 1.37M ($35.7M)
Q1 2025
Shepherd Financial Partners LLC Shares Held: 751K ($19.6M)
Q1 2025
Act Advisors, Llc. Shares Held: 287K ($7.49M)

Top Sells

Q1 2025
Strategic Wealth Investment Group, LLC Shares Held: 80.2K ($2.09M)
Q1 2025
Flagship Harbor Advisors, LLC Shares Held: 650K ($16.9M)
Q1 2025
Advisory Alpha, LLC Shares Held: 525K ($13.7M)
Q1 2025
Gen Wealth Group, Inc. Shares Held: 75.8K ($1.97M)
Q1 2025
Gradient Investments LLC Shares Held: 603K ($15.7M)

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