Institutional shares held 87 Million
949K calls
700 puts
Total value of holdings $6.39B
$69.7M calls
$51K puts
# of Institutions 643


Latest Institutional Activity in SPTM

Top Purchases

Q4 2024
Kingsview Wealth Management, LLC Shares Held: 319K ($23.4M)
Q4 2024
Legacy Private Trust Co. Shares Held: 892K ($65.5M)
Q4 2024
Investment Planning Advisors, Inc. Shares Held: 183K ($13.4M)
Q4 2024
Rfg Advisory, LLC Shares Held: 2.01M ($148M)
Q4 2024
Financial Management Professionals, Inc. Shares Held: 104K ($7.61M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 16.4K ($1.21M)
Q4 2024
Financial Enhancement Group LLC Shares Held: 33.4K ($2.45M)
Q4 2024
Portfolio Strategies, Inc. Shares Held: 418K ($30.7M)
Q4 2024
Aifg Consultants Ltd. Shares Held: 52.5K ($3.85M)
Q4 2024
Truist Financial Corp Shares Held: 102K ($7.51M)

About SPTM

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