Institutional shares held 274 Million
0 calls
0 puts
Total value of holdings $6.14B
$0 calls
$0 puts
# of Institutions 255


Latest Institutional Activity in SPMB

Top Purchases

Q4 2025
Signet Financial Management, LLC Shares Held: 675K ($15.2M)
Q4 2025
Confluence Investment Management LLC Shares Held: 4.26M ($95.6M)
Q4 2025
Boltwood Capital Management Shares Held: 184K ($4.13M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 121K ($2.72M)
Q4 2025
Ehrlich Financial Group Shares Held: 128K ($2.86M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 60.2K ($1.35M)
Q4 2025
Gk Wealth Management LLC Shares Held: 15.8K ($355K)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 13K ($292K)
Q3 2025
State Street Corp Shares Held: 2.96M ($66.3M)
Q3 2025
Wells Fargo & Company Shares Held: 81.5K ($1.83M)

About SPMB

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