Institutional shares held 93.5 Million
9K calls
0 puts
Total value of holdings $6.32B
$608K calls
$0 puts
# of Institutions 684


Latest Institutional Activity in SPTM

Top Purchases

Q1 2025
Legacy Private Trust Co. Shares Held: 1.24M ($83.9M)
Q1 2025
Wealth Alliance Advisory Group, LLC Shares Held: 92.1K ($6.23M)
Q1 2025
Rialto Wealth Management, LLC Shares Held: 328K ($22.2M)
Q1 2025
Boston Standard Wealth Management, LLC Shares Held: 361K ($24.4M)
Q1 2025
Financial Management Professionals, Inc. Shares Held: 113K ($7.65M)

Top Sells

Q1 2025
Rfg Advisory, LLC Shares Held: 1.48M ($100M)
Q1 2025
Ervin Investment Management, LLC Shares Held: 77.7K ($5.25M)
Q1 2025
Spartan Planning & Wealth Management Shares Held: 123K ($8.3M)
Q1 2025
Winthrop Advisory Group LLC Shares Held: 425K ($28.7M)
Q1 2025
Kwb Wealth Shares Held: 61.6K ($4.16M)

About SPTM

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