Institutional shares held 576 Million
500 calls
200 puts
Total value of holdings $23.7B
$20K calls
$8K puts
# of Institutions 1,145


Latest Institutional Activity in SPDW

Top Purchases

Q2 2025
Creative Planning Shares Held: 99.6M ($4.11B)
Q2 2025
Auto Owners Insurance CO Shares Held: 17.6M ($724M)
Q2 2025
Stifel Financial Corp Shares Held: 3.98M ($164M)
Q2 2025
Benjamin Edwards Inc Shares Held: 3.06M ($126M)
Q2 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 1.57M ($64.5M)

Top Sells

Q2 2025
State Street Corp Shares Held: 4.67M ($192M)
Q2 2025
Townsquare Capital LLC Shares Held: 285K ($11.8M)
Q2 2025
Financial Engines Advisors L.L.C. Shares Held: 59.7M ($2.46B)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 1.74M ($71.6M)
Q2 2025
Stadion Money Management, LLC Shares Held: 4.14M ($170M)

About SPDW

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