Institutional shares held 240 Million
0 calls
0 puts
Total value of holdings $7.24B
$0 calls
$0 puts
# of Institutions 611


Latest Institutional Activity in SPSB

Top Purchases

Q1 2025
Horizon Financial Services, LLC Shares Held: 14.9M ($450M)
Q1 2025
Woodside Wealth Management LLC Shares Held: 466K ($14M)
Q1 2025
New Square Capital LLC Shares Held: 248K ($7.47M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 7.74M ($233M)
Q1 2025
Advisor Resource Council Shares Held: 245K ($7.38M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 154K ($4.63M)
Q1 2025
Advisory Alpha, LLC Shares Held: 1.84M ($55.6M)
Q1 2025
Merit Financial Group, LLC Shares Held: 47.2K ($1.42M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 672K ($20.3M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 3.94M ($119M)

About SPSB

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
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×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
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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