Institutional shares held 611 Million
5.2K calls
13K puts
Total value of holdings $26.7B
$227K calls
$567K puts
# of Institutions 1,199


Latest Institutional Activity in SPDW

Top Purchases

Q4 2025
Greenleaf Trust Shares Held: 1.12M ($48.9M)
Q4 2025
Assetmark, Inc Shares Held: 2.23M ($97.5M)
Q4 2025
Walkner Condon Financial Advisors LLC Shares Held: 1.12M ($49.2M)
Q4 2025
Xena Financial Planning, LLC Shares Held: 207K ($9.07M)
Q4 2025
Exchange Traded Concepts, LLC Shares Held: 1.88M ($82.1M)

Top Sells

Q4 2025
Waller Financial Planning Group, Inc Shares Held: 287K ($12.6M)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 219K ($9.58M)
Q4 2025
Kwb Wealth Shares Held: 900K ($39.4M)
Q4 2025
Certified Advisory Corp Shares Held: 285K ($12.5M)
Q4 2025
Mc Namara Financial Services, Inc. Shares Held: 2.15M ($94M)

About SPDW

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