Institutional shares held 208 Million
2.1K calls
0 puts
Total value of holdings $10.3B
$104K calls
$0 puts
# of Institutions 729


Latest Institutional Activity in SPMD

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 2.14M ($107M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 6.37M ($319M)
Q1 2025
Penserra Capital Management LLC Shares Held: 294K ($14.7M)
Q1 2025
Rkl Wealth Management LLC Shares Held: 481K ($24.1M)
Q1 2025
Shepherd Financial Partners LLC Shares Held: 275K ($13.8M)

Top Sells

Q1 2025
Waller Financial Planning Group, Inc Shares Held: 564K ($28.2M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 68.7K ($3.44M)
Q1 2025
Flagship Harbor Advisors, LLC Shares Held: 73.5K ($3.68M)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 52K ($2.6M)
Q1 2025
Investment Planning Advisors, Inc. Shares Held: 11.3K ($567K)

About SPMD

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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