Institutional shares held 89.7 Million
9K calls
0 puts
Total value of holdings $6.04B
$606K calls
$0 puts
# of Institutions 685


Latest Institutional Activity in SPTM

Top Purchases

Q1 2025
Legacy Private Trust Co. Shares Held: 1.24M ($83.6M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 167K ($11.3M)
Q1 2025
Atlas Private Wealth Advisors Shares Held: 192K ($12.9M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 2.66M ($179M)
Q1 2025
Moloney Securities Asset Management, LLC Shares Held: 212K ($14.3M)

Top Sells

Q1 2025
Shepherd Financial Partners LLC Shares Held: 709K ($47.7M)
Q1 2025
Rfg Advisory, LLC Shares Held: 1.48M ($99.9M)
Q1 2025
Symphony Financial, Ltd. Co. Shares Held: 7.55K ($508K)
Q1 2025
Royal Harbor Partners, LLC Shares Held: 247K ($16.7M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 2.38M ($161M)

About SPTM

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