Institutional shares held 549 Million
2.4K calls
2.1K puts
Total value of holdings $20.8B
$90K calls
$79K puts
# of Institutions 1,065


Latest Institutional Activity in SPDW

Top Purchases

Q1 2025
Horizon Financial Services, LLC Shares Held: 10M ($380M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 3.28M ($124M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 7.67M ($290M)
Q1 2025
Compton Financial Group, LLC Shares Held: 669K ($25.3M)
Q1 2025
Dakota Wealth Management Shares Held: 806K ($30.5M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 2.62M ($99.1M)
Q1 2025
Gradient Investments LLC Shares Held: 2.11M ($79.7M)
Q1 2025
Iag Wealth Partners, LLC Shares Held: 380K ($14.4M)
Q1 2025
Landmark Wealth Management, LLC Shares Held: 70.7K ($2.68M)
Q1 2025
Goldstein Advisors, LLC Shares Held: 895K ($33.9M)

About SPDW

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