HoldingsChannel.com
Funds Holding SPBC

On this page, we present all of the funds holding SPBC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPBC, with a link to that fund's top holdings. The next columns indicate the amount of SPBC stock held by each of the funds holding SPBC, followed by the SPBC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 10 funds holding SPBC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by SFG Wealth Management LLC.. For more details on the positions held by SFG Wealth Management LLC. (or by any of the other funds holding SPBC), click the fund name in the "Holder" column of the funds-holding-SPBC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
SFG Wealth Management LLC.178,089$6,023 03/31/2024
     SPBC178,089$6,023 03/31/2024
Private Advisor Group LLC102,774$3,476 03/31/2024
     SPBC102,774$3,476 03/31/2024
Total Clarity Wealth Management Inc.50,121$1,695 03/31/2024
     SPBC50,121$1,695 03/31/2024
Advisor Group Holdings Inc.25,263$718 12/31/2023
     SPBC25,263$718 12/31/2023
Worth Asset Management LLC20,466$692 03/31/2024
     SPBC20,466$692 03/31/2024
Envestnet Asset Management Inc.11,374$323 12/31/2023
     SPBC11,374$323 12/31/2023
Private Trust Co. NA200$7 03/31/2024
     SPBC200$7 03/31/2024
UBS Group AG93$3 12/31/2023
     SPBC93$3 12/31/2023
Bank of America Corp DE2$0 12/31/2023
     SPBC2$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     SPBC0$0 12/31/2023
Truvestments Capital LLC17$0 12/31/2023
     SPBC17$0 12/31/2023

See Summary: Institutional Holders of SPBC
See Details: Top 10 Hedge Funds Holding SPBC
Also See: SPBC Insider Buying
Also See: SPBC Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree SPBC Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding SPBC | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.