Institutional shares held 480 Million
4.1K calls
200 puts
Total value of holdings $16.9B
$144K calls
$7K puts
# of Institutions 896


Latest Institutional Activity in SPDW

Top Purchases

Q2 2024
Granite Bay Wealth Management, LLC Shares Held: 4.58M ($161M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 2.12M ($74.5M)
Q2 2024
Allworth Financial LP Shares Held: 29.3M ($1.03B)
Q2 2024
Confluence Investment Management LLC Shares Held: 822K ($29M)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 2.33M ($81.9M)

Top Sells

Q2 2024
Signature Estate & Investment Advisors LLC Shares Held: 952K ($33.5M)
Q2 2024
Alpha Star Capital Management, LLC Shares Held: 978K ($34.4M)
Q2 2024
Diversify Advisory Services, LLC Shares Held: 261K ($9.2M)
Q2 2024
One Ascent Financial Services LLC Shares Held: 776K ($27.3M)
Q2 2024
Brookstone Capital Management Shares Held: 306K ($10.8M)

About SPDW

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