Institutional shares held 206 Million
0 calls
0 puts
Total value of holdings $7.78B
$0 calls
$0 puts
# of Institutions 878


Latest Institutional Activity in SPEM

Top Purchases

Q1 2025
Summit Global Investments Shares Held: 242K ($9.13M)
Q1 2025
Compton Financial Group, LLC Shares Held: 179K ($6.74M)
Q1 2025
Moss Adams Wealth Advisors LLC Shares Held: 319K ($12.1M)
Q1 2025
Garrett Investment Advisors LLC Shares Held: 552K ($20.8M)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 539K ($20.4M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 728K ($27.5M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 880K ($33.2M)
Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 27.5K ($1.04M)
Q1 2025
Wealth Alliance Advisory Group, LLC Shares Held: 143K ($5.38M)
Q1 2025
Merit Financial Group, LLC Shares Held: 98.7K ($3.73M)

About SPEM

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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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