Institutional shares held 379 Million
15.9K calls
11.1K puts
Total value of holdings $10.2B
$426K calls
$297K puts
# of Institutions 485


Latest Institutional Activity in SPTL

Top Purchases

Q4 2025
Stratos Wealth Advisors, LLC Shares Held: 1.5M ($40.3M)
Q4 2025
Mather Group, Llc. Shares Held: 7.78M ($209M)
Q4 2025
Independence Wealth Advisors, LLC Shares Held: 250K ($6.71M)
Q4 2025
Austin Private Wealth, LLC Shares Held: 480K ($12.9M)
Q4 2025
Aspire Private Capital, LLC Shares Held: 234K ($6.28M)

Top Sells

Q4 2025
Ascent Group, LLC Shares Held: 719K ($19.3M)
Q4 2025
Columbus Macro, LLC Shares Held: 174K ($4.66M)
Q4 2025
Perigon Wealth Management, LLC Shares Held: 519K ($13.9M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 896K ($24.1M)
Q4 2025
Oregon Pacific Wealth Management, LLC Shares Held: 24.9K ($669K)

About SPTL

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