Institutional shares held 98.3 Million
46.9K calls
0 puts
Total value of holdings $7.98B
$3.81M calls
$0 puts
# of Institutions 759


Latest Institutional Activity in SPTM

Top Purchases

Q4 2025
Rosenberg Matthew Hamilton Shares Held: 794K ($64.5M)
Q4 2025
Spartan Planning & Wealth Management Shares Held: 212K ($17.2M)
Q4 2025
Efficient Advisors, LLC Shares Held: 3.82K ($310K)
Q4 2025
Integrated Capital Management, Inc. Shares Held: 88K ($7.14M)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 53.4K ($4.33M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.94M ($158M)
Q4 2025
Aquire Wealth Advisors, LLC Shares Held: 517K ($42M)
Q4 2025
Boston Standard Wealth Management, LLC Shares Held: 333K ($27M)
Q4 2025
Park Avenue Securities LLC Shares Held: 419K ($34M)
Q4 2025
Legacy Private Trust Co. Shares Held: 893K ($72.5M)

About SPTM

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