Allworth Financial’s Sprout Social SPT Stock Holding History

Allworth Financial’s Portfolio SPT Stock Details SPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.75K	Sell	658 -573	-47%	-$4.41K	﹤0.01%	4118
2025 Q4	$13.9K	Buy	1,231 +1,122	+1,029%	+$12.1K	﹤0.01%	3036
2025 Q3	$1.41K	Buy	109 +41	+60%	+$669	﹤0.01%	4151
2025 Q2	$1.42K	Buy	68 +46	+209%	+$975	﹤0.01%	3845
2025 Q1	$462	Sell	22 -25	-53%	-$727	﹤0.01%	3699
2024 Q4	$1.55K	Hold	47	–	–	﹤0.01%	3241
2024 Q3	$1.37K	Buy	47 +37	+370%	+$1.21K	﹤0.01%	3111
2024 Q2	$367	Sell	10 -1	-9%	-$40	﹤0.01%	3448
2024 Q1	$657	Sell	11 -6	-35%	-$365	﹤0.01%	3209
2023 Q4	$1.04K	Sell	17 -14	-45%	-$738	﹤0.01%	2935
2023 Q3	$1.55K	Buy	31 +24	+343%	+$1.2K	﹤0.01%	2666
2023 Q2	$324	Sell	7 -13	-65%	-$618	﹤0.01%	2996
2023 Q1	$1.22K	Hold	20	–	–	﹤0.01%	2602
2022 Q4	$1.13K	Buy	20 +3	+18%	+$176	﹤0.01%	2432
2022 Q3	$1K	Buy	17 +2	+13%	+$120	﹤0.01%	2502
2022 Q2	$1K	Buy	15 +12	+400%	+$697	﹤0.01%	2258
2022 Q1	$0	Buy	+3	New	+$205	﹤0.01%	2368
2021 Q4	–	Sell	-78	Closed	-$10K	–	2106
2021 Q3	$10K	Buy	+78	New	+$8.47K	﹤0.01%	1351

Other funds holding SPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return