Institutional shares held 230 Million
0 calls
200 puts
Total value of holdings $6.55B
$0 calls
$5K puts
# of Institutions 381


Latest Institutional Activity in SPTI

Top Purchases

Q1 2025
Compton Financial Group, LLC Shares Held: 1.81M ($51.6M)
Q1 2025
Gradient Investments LLC Shares Held: 1.15M ($32.8M)
Q1 2025
Collier Financial Shares Held: 566K ($16.1M)
Q1 2025
Stephens Group Asset Management, LLC Shares Held: 3.43M ($97.7M)
Q1 2025
Good Life Advisors, LLC Shares Held: 218K ($6.22M)

Top Sells

Q1 2025
Strategic Wealth Investment Group, LLC Shares Held: 66K ($1.88M)
Q1 2025
Tpg Financial Advisors, LLC Shares Held: 403K ($11.5M)
Q1 2025
Cx Institutional Shares Held: 2.04M ($58.3M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 550K ($15.7M)
Q1 2025
Sentinel Pension Advisors Inc Shares Held: 1.12M ($31.8M)

About SPTI

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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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