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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
SFG Wealth Management LLC. | 178,089 | $6,023 | 03/31/2024 |
SPBC | 178,089 | $6,023 | 03/31/2024 |
Private Advisor Group LLC | 102,774 | $3,476 | 03/31/2024 |
SPBC | 102,774 | $3,476 | 03/31/2024 |
Total Clarity Wealth Management Inc. | 50,121 | $1,695 | 03/31/2024 |
SPBC | 50,121 | $1,695 | 03/31/2024 |
Advisor Group Holdings Inc. | 25,263 | $718 | 12/31/2023 |
SPBC | 25,263 | $718 | 12/31/2023 |
Worth Asset Management LLC | 20,466 | $692 | 03/31/2024 |
SPBC | 20,466 | $692 | 03/31/2024 |
Envestnet Asset Management Inc. | 11,374 | $323 | 12/31/2023 |
SPBC | 11,374 | $323 | 12/31/2023 |
Private Trust Co. NA | 200 | $7 | 03/31/2024 |
SPBC | 200 | $7 | 03/31/2024 |
UBS Group AG | 93 | $3 | 12/31/2023 |
SPBC | 93 | $3 | 12/31/2023 |
Bank of America Corp DE | 2 | $0 | 12/31/2023 |
SPBC | 2 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
SPBC | 0 | $0 | 12/31/2023 |
Truvestments Capital LLC | 17 | $0 | 12/31/2023 |
SPBC | 17 | $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
Free SPBC Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |