Institutional shares held 131 Million
5.3K calls
0 puts
Total value of holdings $8.26B
$333K calls
$0 puts
# of Institutions 629


Latest Institutional Activity in SPHQ

Top Purchases

Q1 2025
Janney Montgomery Scott LLC Shares Held: 129K ($8.13M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 7.72M ($487M)
Q1 2025
Orgel Wealth Management, LLC Shares Held: 416K ($26.2M)
Q1 2025
Kwb Wealth Shares Held: 291K ($18.3M)
Q1 2025
Hoese & CO LLP Shares Held: 189K ($11.9M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 7.64M ($481M)
Q1 2025
Davidson Capital Management Inc. Shares Held: 606K ($38.2M)
Q1 2025
Collier Financial Shares Held: 60.4K ($3.8M)
Q1 2025
Park Edge Advisors, LLC Shares Held: 50.7K ($3.2M)
Q1 2025
Avaii Wealth Management, LLC Shares Held: 3.45K ($218K)

About SPHQ

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P - Open market or private purchase×
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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×
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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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