Institutional shares held 196 Million
12.3K calls
0 puts
Total value of holdings $5.57B
$349K calls
$0 puts
# of Institutions 335


Latest Institutional Activity in SPTI

Top Purchases

Q3 2024
Mather Group, Llc. Shares Held: 6M ($170M)
Q3 2024
Strategic Wealth Investment Group, LLC Shares Held: 1.5M ($42.5M)
Q3 2024
Stephens Group Asset Management, LLC Shares Held: 2.84M ($80.6M)
Q3 2024
Cwm, LLC Shares Held: 2.99M ($84.8M)
Q3 2024
Impact Partnership Wealth, LLC Shares Held: 409K ($11.6M)

Top Sells

Q3 2024
Merit Financial Group, LLC Shares Held: 4.32M ($122M)
Q3 2024
Htlf Bank Shares Held: 52.9K ($1.5M)
Q3 2024
Stratos Wealth Advisors, LLC Shares Held: 635K ($18M)
Q3 2024
Global Retirement Partners, LLC Shares Held: 138K ($3.9M)
Q3 2024
Astoria Portfolio Advisors Llc. Shares Held: 763K ($21.6M)

About SPTI

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