Institutional shares held 189 Million
1K calls
0 puts
Total value of holdings $10.7B
$56K calls
$0 puts
# of Institutions 678


Latest Institutional Activity in SPMD

Top Purchases

Q4 2024
Crews Bank & Trust Shares Held: 377K ($21.4M)
Q4 2024
Marathon Strategic Advisors, LLC Shares Held: 146K ($8.29M)
Q4 2024
Valmark Advisers, Inc. Shares Held: 6M ($340M)
Q4 2024
Ellenbecker Investment Group Shares Held: 130K ($7.4M)
Q4 2024
Wealth Management Resources, Inc. Shares Held: 166K ($9.42M)

Top Sells

Q4 2024
Savant Capital, LLC Shares Held: 917K ($52M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 57.2K ($3.24M)
Q4 2024
Stratos Wealth Partners, Ltd. Shares Held: 121K ($6.89M)
Q4 2024
Precedent Wealth Partners, LLC Shares Held: 23.3K ($1.32M)
Q4 2024
Golden State Wealth Management, LLC Shares Held: 52K ($2.95M)

About SPMD

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