Institutional shares held 536 Million
2.4K calls
2.1K puts
Total value of holdings $19.5B
$87K calls
$76K puts
# of Institutions 1,039


Latest Institutional Activity in SPDW

Top Purchases

Q4 2024
Creative Planning Shares Held: 68.7M ($2.5B)
Q4 2024
Financial Engines Advisors L.L.C. Shares Held: 66.7M ($2.43B)
Q4 2024
Auto Owners Insurance CO Shares Held: 22M ($801M)
Q4 2024
Betterment LLC Shares Held: 6.2M ($226M)
Q4 2024
Raymond James Financial Inc Shares Held: 2.84M ($103M)

Top Sells

Q4 2024
Life Planning Partners, Inc Shares Held: 87.1K ($3.17M)
Q4 2024
Ubs Group Ag Shares Held: 7.28M ($265M)
Q4 2024
Blueprint Investment Partners LLC Shares Held: 276K ($10.1M)
Q4 2024
Kestra Advisory Services, LLC Shares Held: 283K ($10.3M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 139K ($5.08M)

About SPDW

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