Institutional shares held 608 Million
5.2K calls
13K puts
Total value of holdings $26.6B
$227K calls
$567K puts
# of Institutions 1,191


Latest Institutional Activity in SPDW

Top Purchases

Q4 2025
Park Avenue Securities LLC Shares Held: 1.73M ($75.8M)
Q4 2025
Confluence Investment Management LLC Shares Held: 1.64M ($71.6M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.02M ($88.3M)
Q4 2025
Garrett Investment Advisors LLC Shares Held: 1.19M ($51.9M)
Q4 2025
Gradient Investments LLC Shares Held: 2.19M ($95.7M)

Top Sells

Q4 2025
Spartan Planning & Wealth Management Shares Held: 178K ($7.79M)
Q4 2025
Aquire Wealth Advisors, LLC Shares Held: 288K ($12.6M)
Q4 2025
Signet Financial Management, LLC Shares Held: 248K ($10.8M)
Q4 2025
Occidental Asset Management, LLC Shares Held: 121K ($5.31M)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 150K ($6.57M)

About SPDW

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