Institutional shares held 302 Million
0 calls
0 puts
Total value of holdings $8.71B
$0 calls
$0 puts
# of Institutions 413


Latest Institutional Activity in SPTI

Top Purchases

Q4 2025
Kwb Wealth Shares Held: 1.31M ($37.9M)
Q4 2025
Capital Investment Advisors, LLC Shares Held: 1.04M ($30M)
Q4 2025
Mather Group, Llc. Shares Held: 11.3M ($327M)
Q4 2025
Independence Wealth Advisors, LLC Shares Held: 242K ($7M)
Q4 2025
Assetmark, Inc Shares Held: 2.84M ($82.1M)

Top Sells

Q4 2025
Sentinel Pension Advisors Inc Shares Held: 908K ($26.2M)
Q4 2025
Woodmont Investment Counsel LLC Shares Held: 529K ($15.3M)
Q4 2025
Puff Wealth Management, LLC Shares Held: 77.5K ($2.24M)
Q4 2025
Melone Private Wealth, LLC Shares Held: 501K ($14.5M)
Q4 2025
Park Avenue Securities LLC Shares Held: 602K ($17.4M)

About SPTI

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