Institutional shares held 93.6 Million
9K calls
0 puts
Total value of holdings $6.77B
$650K calls
$0 puts
# of Institutions 677


Latest Institutional Activity in SPTM

Top Purchases

Q4 2024
Hughes Financial Services, LLC Shares Held: 1.5M ($105M)
Q4 2024
Independent Advisor Alliance Shares Held: 1.46M ($102M)
Q4 2024
Modern Wealth Management, LLC Shares Held: 1.68M ($118M)
Q4 2024
Raymond James Financial Inc Shares Held: 618K ($43.3M)
Q4 2024
Voisard Asset Management Group, Inc. Shares Held: 411K ($28.8M)

Top Sells

Q4 2024
Proficio Capital Partners LLC Shares Held: 16.7K ($1.17M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 16.4K ($1.15M)
Q4 2024
Financial Enhancement Group LLC Shares Held: 33.4K ($2.34M)
Q4 2024
Lpl Financial LLC Shares Held: 8.4M ($589M)
Q4 2024
Portfolio Strategies, Inc. Shares Held: 418K ($29.3M)

About SPTM

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