Institutional shares held 536 Million
2.4K calls
2.1K puts
Total value of holdings $19.8B
$88K calls
$77K puts
# of Institutions 1,058


Latest Institutional Activity in SPDW

Top Purchases

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 3.28M ($121M)
Q1 2025
Compton Financial Group, LLC Shares Held: 669K ($24.7M)
Q1 2025
Summit Global Investments Shares Held: 527K ($19.4M)
Q1 2025
Garrett Investment Advisors LLC Shares Held: 970K ($35.7M)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 684K ($25.2M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 2.62M ($96.4M)
Q1 2025
Gradient Investments LLC Shares Held: 2.11M ($77.6M)
Q1 2025
Iag Wealth Partners, LLC Shares Held: 380K ($14M)
Q1 2025
Goldstein Advisors, LLC Shares Held: 895K ($33M)
Q1 2025
Merit Financial Group, LLC Shares Held: 291K ($10.7M)

About SPDW

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