Institutional shares held 98.3 Million
46.9K calls
0 puts
Total value of holdings $7.98B
$3.81M calls
$0 puts
# of Institutions 761


Latest Institutional Activity in SPTM

Top Purchases

Q3 2025
Assetmark, Inc Shares Held: 2.58M ($209M)
Q3 2025
Beacon Capital Management, Inc. Shares Held: 374K ($30.3M)
Q3 2025
Lpl Financial LLC Shares Held: 8.27M ($671M)
Q3 2025
Voisard Asset Management Group, Inc. Shares Held: 757K ($61.5M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 1.73M ($140M)

Top Sells

Q3 2025
Huntington National Bank Shares Held: 1.93M ($157M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 1.65M ($134M)
Q3 2025
Exchange Traded Concepts, LLC Shares Held: 148 ($12K)
Q3 2025
Legacy Private Trust Co. Shares Held: 898K ($72.9M)
Q3 2025
Portfolio Strategies, Inc. Shares Held: 156K ($12.7M)

About SPTM

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