Institutional shares held 577 Million
500 calls
200 puts
Total value of holdings $25B
$21K calls
$8K puts
# of Institutions 1,151


Latest Institutional Activity in SPDW

Top Purchases

Q3 2025
Cwm, LLC Shares Held: 14.6M ($633M)
Q3 2025
Apella Capital, LLC Shares Held: 602K ($26.1M)
Q3 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 346K ($15M)
Q3 2025
Exchange Traded Concepts, LLC Shares Held: 1.69M ($73.2M)
Q3 2025
Confluence Investment Management LLC Shares Held: 1.47M ($63.8M)

Top Sells

Q3 2025
Goldstein Advisors, LLC Shares Held: 41.1K ($1.78M)
Q3 2025
Sharkey, Howes & Javer Shares Held: 19.3K ($834K)
Q3 2025
Kwb Wealth Shares Held: 958K ($41.5M)
Q3 2025
Merit Financial Group, LLC Shares Held: 245K ($10.6M)
Q3 2025
Integrated Capital Management, Inc. Shares Held: 202K ($8.75M)

About SPDW

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