HoldingsChannel.com
Funds Holding SPBO

On this page, we present all of the funds holding SPBO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPBO, with a link to that fund's top holdings. The next columns indicate the amount of SPBO stock held by each of the funds holding SPBO, followed by the SPBO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 129 funds holding SPBO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Adviser Investments LLC. For more details on the positions held by Adviser Investments LLC (or by any of the other funds holding SPBO), click the fund name in the "Holder" column of the funds-holding-SPBO table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Adviser Investments LLC12,697,673$373,439 12/31/2023
     SPBO12,697,673$373,439 12/31/2023
Financial Gravity Asset Management Inc.3,871,452$113,859 12/31/2023
     SPBO3,871,452$113,859 12/31/2023
LPL Financial LLC2,875,584$84,571 12/31/2023
     SPBO2,875,584$84,571 12/31/2023
ST Germain D J Co. Inc.2,715,123$79,037 03/31/2024
     SPBO2,715,123$79,037 03/31/2024
Bank of America Corp DE2,053,976$60,407 12/31/2023
     SPBO2,053,976$60,407 12/31/2023
CX Institutional1,185,902$34,469 03/31/2024
     SPBO1,185,902$34,469 03/31/2024
Congress Wealth Management LLC DE 1,137,452$33,111 03/31/2024
     SPBO1,137,452$33,111 03/31/2024
Procyon Private Wealth Partners LLC861,841$25,088 03/31/2024
     SPBO861,841$25,088 03/31/2024
Financial Engines Advisors L.L.C.828,100$24,354 12/31/2023
     SPBO828,100$24,354 12/31/2023
AE Wealth Management LLC833,970$24,310 12/31/2023
     SPBO833,970$24,310 12/31/2023
Gerber Kawasaki Wealth & Investment Management715,675$21,048 12/31/2023
     SPBO715,675$21,048 12/31/2023
Thrivent Financial for Lutherans687,713$20,226 12/31/2023
     SPBO687,713$20,226 12/31/2023
Flaharty Asset Management LLC651,513$19,161 12/31/2023
     SPBO651,513$19,161 12/31/2023
Ameriprise Financial Inc.521,073$15,342 12/31/2023
     SPBO521,073$15,342 12/31/2023
Private Advisor Group LLC439,497$12,926 12/31/2023
     SPBO439,497$12,926 12/31/2023
MML Investors Services LLC427,692$12,578 12/31/2023
     SPBO427,692$12,578 12/31/2023
Great Valley Advisor Group Inc.420,923$12,379 12/31/2023
     SPBO420,923$12,379 12/31/2023
Morgan Stanley359,454$10,572 12/31/2023
     SPBO359,454$10,572 12/31/2023
Raymond James & Associates266,803$7,767 03/31/2024
     SPBO266,803$7,767 03/31/2024
Royal Bank of Canada263,431$7,748 12/31/2023
     SPBO263,431$7,748 12/31/2023
JPMorgan Chase & Co.255,742$7,522 12/31/2023
     SPBO255,742$7,522 12/31/2023
Arkansas Financial Group Inc.248,752$7,241 03/31/2024
     SPBO248,752$7,241 03/31/2024
CWM LLC235,356$6,851 03/31/2024
     SPBO235,356$6,851 03/31/2024
Good Life Advisors LLC221,237$6,507 12/31/2023
     SPBO221,237$6,507 12/31/2023
Milestone Asset Management LLC214,875$6,255 03/31/2024
     SPBO214,875$6,255 03/31/2024
Jane Street Group LLC212,248$6,242 12/31/2023
     SPBO212,248$6,242 12/31/2023
Melone Private Wealth LLC192,889$5,673 12/31/2023
     SPBO192,889$5,673 12/31/2023
Mariner LLC174,453$5,131 12/31/2023
     SPBO174,453$5,131 12/31/2023
Geneos Wealth Management Inc.163,546$4,810 12/31/2023
     SPBO163,546$4,810 12/31/2023
Eldridge Investment Advisors Inc.153,853$4,525 12/31/2023
     SPBO153,853$4,525 12/31/2023
Cambridge Investment Research Advisors Inc.152,761$4,447 03/31/2024
     SPBO152,761$4,447 03/31/2024
Flagship Harbor Advisors LLC150,253$4,374 03/31/2024
     SPBO150,253$4,374 03/31/2024
Hennion & Walsh Asset Management Inc.141,089$4,107 03/31/2024
     SPBO141,089$4,107 03/31/2024
Raymond James Financial Services Advisors Inc.137,285$3,996 03/31/2024
     SPBO137,285$3,996 03/31/2024
ShoreHaven Wealth Partners LLC126,211$3,712 12/31/2023
     SPBO126,211$3,712 12/31/2023
Envestnet Asset Management Inc.124,689$3,667 12/31/2023
     SPBO124,689$3,667 12/31/2023
RFG Advisory LLC117,960$3,434 03/31/2024
     SPBO117,960$3,434 03/31/2024
Valmark Advisers Inc.102,945$3,028 12/31/2023
     SPBO102,945$3,028 12/31/2023
OLD Mission Capital LLC96,783$2,846 12/31/2023
     SPBO96,783$2,846 12/31/2023
Mutual Advisors LLC96,224$2,830 12/31/2023
     SPBO96,224$2,830 12/31/2023
Bridgeworth LLC92,652$2,725 12/31/2023
     SPBO92,652$2,725 12/31/2023
Merit Financial Group LLC84,405$2,482 12/31/2023
     SPBO84,405$2,482 12/31/2023
Keystone Wealth Services LLC83,763$2,438 03/31/2024
     SPBO83,763$2,438 03/31/2024
KWB Wealth76,096$2,215 03/31/2024
     SPBO76,096$2,215 03/31/2024
Breakwater Capital Group72,026$2,097 03/31/2024
     SPBO72,026$2,097 03/31/2024
Optas LLC67,355$1,961 03/31/2024
     SPBO67,355$1,961 03/31/2024
David Kennon Inc66,197$1,947 12/31/2023
     SPBO66,197$1,947 12/31/2023
Tidemark LLC64,013$1,883 12/31/2023
     SPBO64,013$1,883 12/31/2023
Golden State Equity Partners56,338$1,657 12/31/2023
     SPBO56,338$1,657 12/31/2023
Schroder Investment Management Group53,773$1,581 12/31/2023
     SPBO53,773$1,581 12/31/2023
Captrust Financial Advisors45,440$1,336 12/31/2023
     SPBO45,440$1,336 12/31/2023
Financial Life Advisors43,397$1,263 03/31/2024
     SPBO43,397$1,263 03/31/2024
Change Path LLC40,641$1,195 12/31/2023
     SPBO40,641$1,195 12/31/2023
Quadrant Private Wealth Management LLC40,604$1,194 12/31/2023
     SPBO40,604$1,194 12/31/2023
Jacobi Capital Management LLC37,962$1,116 12/31/2023
     SPBO37,962$1,116 12/31/2023
Kingdom Financial Group LLC.37,875$1,114 12/31/2023
     SPBO37,875$1,114 12/31/2023
Wealthsource Partners LLC37,408$1,100 12/31/2023
     SPBO37,408$1,100 12/31/2023
Kathleen S. Wright Associates Inc.37,694$1,097 03/31/2024
     SPBO37,694$1,097 03/31/2024
Commonwealth Equity Services LLC37,225$1,095 12/31/2023
     SPBO37,225$1,095 12/31/2023
Financial Advocates Investment Management34,517$1,015 12/31/2023
     SPBO34,517$1,015 12/31/2023
Hobart Private Capital LLC32,312$941 03/31/2024
     SPBO32,312$941 03/31/2024
National Asset Management Inc.29,906$880 12/31/2023
     SPBO29,906$880 12/31/2023
CI Private Wealth LLC29,577$870 12/31/2023
     SPBO29,577$870 12/31/2023
Advisor Resource Council28,496$838 03/31/2024
     SPBO28,496$838 03/31/2024
Beacon Financial Group27,788$817 12/31/2023
     SPBO27,788$817 12/31/2023
Donald L. Hagan LLC25,639$746 03/31/2024
     SPBO25,639$746 03/31/2024
Charles Schwab Investment Management Inc.24,931$733 12/31/2023
     SPBO24,931$733 12/31/2023
Strategic Investment Advisors MI24,381$710 03/31/2024
     SPBO24,381$710 03/31/2024
Arete Wealth Advisors LLC24,123$709 12/31/2023
     SPBO24,123$709 12/31/2023
Transamerica Financial Advisors Inc.23,724$698 12/31/2023
     SPBO23,724$698 12/31/2023
Jackson Creek Investment Advisors LLC20,966$617 12/31/2023
     SPBO20,966$617 12/31/2023
Advisor Group Holdings Inc.20,276$596 12/31/2023
     SPBO20,276$596 12/31/2023
Laraway Financial Inc19,342$569 12/31/2023
     SPBO19,342$569 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC18,452$543 12/31/2023
     SPBO18,452$543 12/31/2023
Vertex Planning Partners LLC17,784$523 12/31/2023
     SPBO17,784$523 12/31/2023
Slagle Financial LLC15,432$454 12/31/2023
     SPBO15,432$454 12/31/2023
Keystone Financial Group14,998$441 12/31/2023
     SPBO14,998$441 12/31/2023
National Wealth Management Group LLC14,177$417 12/31/2023
     SPBO14,177$417 12/31/2023
Principal Securities Inc.14,099$415 12/31/2023
     SPBO14,099$415 12/31/2023
Dfpg Investments LLC14,160$414 12/31/2023
     SPBO14,160$414 12/31/2023
Perennial Investment Advisors LLC12,774$376 12/31/2023
     SPBO12,774$376 12/31/2023
Aire Advisors LLC12,514$368 12/31/2023
     SPBO12,514$368 12/31/2023
Coppell Advisory Solutions LLC12,395$365 12/31/2023
     SPBO12,395$365 12/31/2023
Tennessee Valley Asset Management Partners12,136$353 03/31/2024
     SPBO12,136$353 03/31/2024
Citigroup Inc.11,699$344 12/31/2023
     SPBO11,699$344 12/31/2023
Rockefeller Capital Management L.P.11,491$338 12/31/2023
     SPBO11,491$338 12/31/2023
Belpointe Asset Management LLC11,402$335 12/31/2023
     SPBO11,402$335 12/31/2023
Atria Wealth Solutions Inc.10,838$319 12/31/2023
     SPBO10,838$319 12/31/2023
Centurion Wealth Management LLC10,168$299 12/31/2023
     SPBO10,168$299 12/31/2023
B.O.S.S. Retirement Advisors LLC9,843$289 12/31/2023
     SPBO9,843$289 12/31/2023
Ascent Group LLC9,942$287 12/31/2023
     SPBO9,942$287 12/31/2023
Detalus Advisors LLC9,156$267 03/31/2024
     SPBO9,156$267 03/31/2024
Neuberger Berman Group LLC8,952$263 12/31/2023
     SPBO8,952$263 12/31/2023
Creative Planning8,783$258 12/31/2023
     SPBO8,783$258 12/31/2023
Prospera Financial Services Inc8,500$250 12/31/2023
     SPBO8,500$250 12/31/2023
Cetera Advisor Networks LLC8,319$245 12/31/2023
     SPBO8,319$245 12/31/2023
Arlington Financial Advisors LLC8,264$241 03/31/2024
     SPBO8,264$241 03/31/2024
Janney Montgomery Scott LLC7,997$235 12/31/2023
     SPBO7,997$235 12/31/2023
Susquehanna International Group LLP7,668$226 12/31/2023
     SPBO7,668$226 12/31/2023
Private Trust Co. NA7,699$224 03/31/2024
     SPBO7,699$224 03/31/2024
Security Financial Services INC.7,355$214 03/31/2024
     SPBO7,355$214 03/31/2024
Wedmont Private Capital7,388$213 03/31/2024
     SPBO7,388$213 03/31/2024
Gladstone Institutional Advisory LLC7,093$209 12/31/2023
     SPBO7,093$209 12/31/2023
Truist Financial Corp6,962$205 12/31/2023
     SPBO6,962$205 12/31/2023
Second Line Capital LLC6,886$203 12/31/2023
     SPBO6,886$203 12/31/2023
Aptus Capital Advisors LLC5,091$150 12/31/2023
     SPBO5,091$150 12/31/2023
EP Wealth Advisors LLC4,318$127 12/31/2023
     SPBO4,318$127 12/31/2023
GWM Advisors LLC4,162$122 12/31/2023
     SPBO4,162$122 12/31/2023
Householder Group Estate & Retirement Specialist LLC3,846$113 12/31/2023
     SPBO3,846$113 12/31/2023
Carmichael Hill & Associates Inc.3,282$96 03/31/2024
     SPBO3,282$96 03/31/2024
Wells Fargo & Company MN2,679$79 12/31/2023
     SPBO2,679$79 12/31/2023
Front Row Advisors LLC2,335$69 12/31/2023
     SPBO2,335$69 12/31/2023
Advisors Asset Management Inc.2,218$65 12/31/2023
     SPBO2,218$65 12/31/2023
Vermillion & White Wealth Management Group LLC1,917$56 12/31/2023
     SPBO1,917$56 12/31/2023
FMR LLC1,243$37 12/31/2023
     SPBO1,243$37 12/31/2023
Comerica Bank1,178$35 12/31/2023
     SPBO1,178$35 12/31/2023
AdvisorNet Financial Inc1,034$30 03/31/2024
     SPBO1,034$30 03/31/2024
Advisory Services Network LLC824$24 12/31/2023
     SPBO824$24 12/31/2023
Global Retirement Partners LLC744$22 03/31/2024
     SPBO744$22 03/31/2024
The PNC Financial Services Group Inc.600$18 12/31/2023
     SPBO600$18 12/31/2023
Proequities Inc.428$13 12/31/2023
     SPBO428$13 12/31/2023
WASHINGTON TRUST Co248$7 03/31/2024
     SPBO248$7 03/31/2024
Financial Advisory Service Inc.230$7 12/31/2023
     SPBO230$7 12/31/2023
Capital Analysts LLC194$6 12/31/2023
     SPBO194$6 12/31/2023
NBC Securities Inc.154$4 03/31/2024
     SPBO154$4 03/31/2024
Farther Finance Advisors LLC98$3 12/31/2023
     SPBO98$3 12/31/2023
Iron Horse Wealth Management LLC34$1 03/31/2024
     SPBO34$1 03/31/2024
Global Wealth Strategies & Associates47$1 03/31/2024
     SPBO47$1 03/31/2024
Main Street Group LTD23$1 12/31/2023
     SPBO23$1 12/31/2023
Harbour Investments Inc.2$0 12/31/2023
     SPBO2$0 12/31/2023

See Summary: Institutional Holders of SPBO
See Details: Top 10 Hedge Funds Holding SPBO
Also See: SPBO Holdings Changes

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