Institutional shares held 535 Million
2.4K calls
2.1K puts
Total value of holdings $19.4B
$87K calls
$76K puts
# of Institutions 1,050


Latest Institutional Activity in SPDW

Top Purchases

Q1 2025
Compton Financial Group, LLC Shares Held: 669K ($24.3M)
Q1 2025
Summit Global Investments Shares Held: 527K ($19.1M)
Q1 2025
Garrett Investment Advisors LLC Shares Held: 970K ($35.2M)
Q1 2025
Park Avenue Securities LLC Shares Held: 1.87M ($68M)
Q1 2025
Collier Financial Shares Held: 237K ($8.6M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 2.62M ($95M)
Q1 2025
Gradient Investments LLC Shares Held: 2.11M ($76.4M)
Q1 2025
Iag Wealth Partners, LLC Shares Held: 380K ($13.8M)
Q1 2025
Merit Financial Group, LLC Shares Held: 291K ($10.6M)
Q1 2025
Kwb Wealth Shares Held: 1.1M ($39.8M)

About SPDW

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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