Institutional shares held 570 Million
3.1K calls
200 puts
Total value of holdings $23.2B
$126K calls
$8K puts
# of Institutions 1,121


Latest Institutional Activity in SPDW

Top Purchases

Q2 2025
Auto Owners Insurance CO Shares Held: 17.6M ($716M)
Q2 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 1.57M ($63.7M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 1.35M ($54.9M)
Q2 2025
Confluence Investment Management LLC Shares Held: 1.28M ($52M)
Q2 2025
Spc Financial, Inc. Shares Held: 1.51M ($61.5M)

Top Sells

Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 1.74M ($70.7M)
Q2 2025
Assetmark, Inc Shares Held: 1.56M ($63.6M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 6.65M ($271M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 6.08M ($247M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.03M ($82.5M)

About SPDW

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