Institutional shares held 210 Million
94.2K calls
14.4K puts
Total value of holdings $8.18B
$3.67M calls
$560K puts
# of Institutions 967


Latest Institutional Activity in SPSM

Top Purchases

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 3M ($117M)
Q1 2025
Compton Financial Group, LLC Shares Held: 558K ($21.7M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 5.85M ($228M)
Q1 2025
Shepherd Financial Partners LLC Shares Held: 372K ($14.5M)
Q1 2025
Rkl Wealth Management LLC Shares Held: 412K ($16M)

Top Sells

Q1 2025
Fund Evaluation Group, LLC Shares Held: 557K ($21.7M)
Q1 2025
Richard Bernstein Advisors LLC Shares Held: 1.69M ($65.8M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 3.1M ($121M)
Q1 2025
Atlas Private Wealth Advisors Shares Held: 926K ($36.1M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 542K ($21.1M)

About SPSM

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P - Open market or private purchase×
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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×
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E - Expiration of short derivative position×
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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×
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