Institutional shares held 479 Million
4.1K calls
200 puts
Total value of holdings $17.3B
$147K calls
$7K puts
# of Institutions 898


Latest Institutional Activity in SPDW

Top Purchases

Q2 2024
Granite Bay Wealth Management, LLC Shares Held: 4.58M ($165M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 2.12M ($76.3M)
Q2 2024
Confluence Investment Management LLC Shares Held: 822K ($29.6M)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 2.33M ($83.9M)
Q2 2024
Cwm, LLC Shares Held: 10.5M ($379M)

Top Sells

Q2 2024
Diversify Advisory Services, LLC Shares Held: 261K ($9.42M)
Q2 2024
One Ascent Financial Services LLC Shares Held: 776K ($28M)
Q2 2024
Brookstone Capital Management Shares Held: 306K ($11M)
Q2 2024
Hobbs Group Advisors, LLC Shares Held: 222K ($8.01M)
Q2 2024
Astoria Portfolio Advisors Llc. Shares Held: 145K ($5.22M)

About SPDW

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