Institutional shares held 275 Million
35K calls
391K puts
Total value of holdings $9.27B
$1.18M calls
$13.2M puts
# of Institutions 634


Latest Institutional Activity in SPIB

Top Purchases

Q4 2025
Garrett Investment Advisors LLC Shares Held: 1.39M ($46.8M)
Q4 2025
Goal Vest Advisory LLC Shares Held: 613K ($20.7M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 814K ($27.5M)
Q4 2025
Breakwater Capital Group Shares Held: 83.6K ($2.82M)
Q4 2025
Park Avenue Securities LLC Shares Held: 412K ($13.9M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 868K ($29.3M)
Q4 2025
Aquire Wealth Advisors, LLC Shares Held: 189K ($6.37M)
Q4 2025
True Wealth Advisors, LLC Shares Held: 52.9K ($1.79M)
Q4 2025
Massmutual Trust CO Fsb Shares Held: 27.9K ($942K)
Q4 2025
Rda Financial Network Shares Held: 21.8K ($737K)

About SPIB

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