Institutional shares held 22.5 Million
27.4K calls
9.3K puts
Total value of holdings $1.08B
$1.32M calls
$447K puts
# of Institutions 381


Latest Institutional Activity in SPHD

Top Purchases

Q4 2025
Cwm, LLC Shares Held: 237K ($11.4M)
Q4 2025
Steel Peak Wealth Management LLC Shares Held: 140K ($6.75M)
Q4 2025
Foguth Wealth Management, Llc. Shares Held: 186K ($8.93M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 140K ($6.75M)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 12.7K ($609K)

Top Sells

Q4 2025
Silver Oak Securities, Inc Shares Held: 1.35K ($65K)
Q4 2025
Geneos Wealth Management Inc. Shares Held: 64.8K ($3.12M)
Q4 2025
Brookstone Capital Management Shares Held: 119K ($5.72M)
Q4 2025
Stonebridge Wealth Management, LLC Shares Held: 50.3K ($2.42M)
Q4 2025
Bts Asset Management, Inc. Shares Held: 181K ($8.69M)

About SPHD

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