Institutional shares held 94 Million
8.6K calls
4.1K puts
Total value of holdings $7.25B
$663K calls
$316K puts
# of Institutions 719


Latest Institutional Activity in SPTM

Top Purchases

Q2 2025
Creative Planning Shares Held: 2.97M ($229M)
Q2 2025
Symphony Financial, Ltd. Co. Shares Held: 623K ($48M)
Q2 2025
B.O.S.S. Retirement Advisors, LLC Shares Held: 580K ($44.7M)
Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 2.6M ($201M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.96M ($151M)

Top Sells

Q2 2025
Rfg Advisory, LLC Shares Held: 470K ($36.2M)
Q2 2025
Huntington National Bank Shares Held: 2.4M ($185M)
Q2 2025
Rvw Wealth, LLC Shares Held: 312K ($24.1M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 1.92M ($148M)
Q2 2025
Private Advisor Group, LLC Shares Held: 2.88M ($222M)

About SPTM

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