Institutional shares held 550 Million
3.1K calls
441 puts
Total value of holdings $21.9B
$123K calls
$17K puts
# of Institutions 1,087


Latest Institutional Activity in SPDW

Top Purchases

Q1 2025
Creative Planning Shares Held: 86.6M ($3.45B)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 6.43M ($256M)
Q1 2025
State Street Corp Shares Held: 11.5M ($458M)
Q1 2025
Lpl Financial LLC Shares Held: 30.7M ($1.22B)
Q1 2025
Advisory Alpha, LLC Shares Held: 4.21M ($168M)

Top Sells

Q1 2025
Auto Owners Insurance CO Shares Held: 5.16M ($205M)
Q1 2025
Horizon Financial Services, LLC Shares Held: 276K ($11M)
Q1 2025
Stifel Financial Corp Shares Held: 507K ($20.2M)
Q1 2025
Financial Engines Advisors L.L.C. Shares Held: 65.2M ($2.6B)
Q1 2025
Gradient Investments LLC Shares Held: 2.11M ($83.8M)

About SPDW

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