Institutional shares held 534 Million
2.4K calls
2.1K puts
Total value of holdings $19.6B
$88K calls
$77K puts
# of Institutions 1,047


Latest Institutional Activity in SPDW

Top Purchases

Q1 2025
Compton Financial Group, LLC Shares Held: 669K ($24.6M)
Q1 2025
Summit Global Investments Shares Held: 527K ($19.4M)
Q1 2025
Garrett Investment Advisors LLC Shares Held: 970K ($35.6M)
Q1 2025
Park Avenue Securities LLC Shares Held: 1.87M ($68.8M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 284K ($10.4M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 2.62M ($96.1M)
Q1 2025
Gradient Investments LLC Shares Held: 2.11M ($77.3M)
Q1 2025
Merit Financial Group, LLC Shares Held: 291K ($10.7M)
Q1 2025
Kwb Wealth Shares Held: 1.1M ($40.3M)
Q1 2025
Boston Standard Wealth Management, LLC Shares Held: 941K ($34.6M)

About SPDW

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