Institutional shares held 230 Million
0 calls
0 puts
Total value of holdings $12.9B
$0 calls
$0 puts
# of Institutions 808


Latest Institutional Activity in SPMD

Top Purchases

Q4 2025
Stewardship Advisors, LLC Shares Held: 192K ($10.8M)
Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 1.11M ($62.7M)
Q4 2025
Gradient Investments LLC Shares Held: 109K ($6.15M)
Q4 2025
Breakwater Capital Group Shares Held: 40.8K ($2.29M)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 275K ($15.5M)

Top Sells

Q4 2025
Waller Financial Planning Group, Inc Shares Held: 199K ($11.2M)
Q4 2025
Dakota Wealth Management Shares Held: 357K ($20.1M)
Q4 2025
Sharkey, Howes & Javer Shares Held: 46.9K ($2.64M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 464K ($26.1M)
Q4 2025
Sollinda Capital Management LLC Shares Held: 8.96K ($504K)

About SPMD

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