HoldingsChannel.com
Funds Holding SPEM
HolderAmountPosition Size
($ in 1000's)
 As of
Horizon Investments LLC4,365,212$164,088 12/31/2019
     SPEM4,365,212$164,088 12/31/2019
Stadion Money Management LLC2,126,308$79,928 12/31/2019
     SPEM2,126,308$79,928 12/31/2019
Bank of America Corp DE2,020,925$75,967 12/31/2019
     SPEM2,020,925$75,967 12/31/2019
PFS Investments Inc.1,872,594$70,391 12/31/2019
     SPEM1,872,594$70,391 12/31/2019
Allworth Financial LP1,863,009$70,031 12/31/2019
     SPEM1,863,009$70,031 12/31/2019
State Street Corp1,740,177$65,413 12/31/2019
     SPEM1,740,177$65,413 12/31/2019
Gradient Investments LLC1,603,831$60,288 12/31/2019
     SPEM1,603,831$60,288 12/31/2019
Morgan Stanley1,398,675$52,577 12/31/2019
     SPEM1,398,675$52,577 12/31/2019
Envestnet Asset Management Inc.1,372,067$51,576 12/31/2019
     SPEM1,372,067$51,576 12/31/2019
Wells Fargo & Company MN1,260,043$47,365 12/31/2019
     SPEM1,260,043$47,365 12/31/2019
Creative Planning1,228,292$46,172 12/31/2019
     SPEM1,228,292$46,172 12/31/2019
Assetmark Inc.1,073,913$40,368 12/31/2019
     SPEM1,073,913$40,368 12/31/2019
UBS Group AG1,067,167$40,115 12/31/2019
     SPEM1,067,167$40,115 12/31/2019
McNamara Financial Services Inc.1,042,053$39,171 12/31/2019
     SPEM1,042,053$39,171 12/31/2019
CLS Investments LLC1,008,027$37,892 12/31/2019
     SPEM1,008,027$37,892 12/31/2019
Advisor Group Inc.912,546$34,308 12/31/2019
     SPEM912,546$34,308 12/31/2019
LPL Financial LLC725,817$27,283 12/31/2019
     SPEM725,817$27,283 12/31/2019
Grimes & Company Inc.688,249$25,871 12/31/2019
     SPEM688,249$25,871 12/31/2019
Banco Santander S.A.671,406$25,238 12/31/2019
     SPEM671,406$25,238 12/31/2019
ICONIQ Capital LLC614,654$23,105 12/31/2019
     SPEM614,654$23,105 12/31/2019
ARGI Investment Services LLC630,859$22,881 12/31/2019
     SPEM630,859$22,881 12/31/2019
United Capital Financial Advisers LLC598,208$22,487 12/31/2019
     SPEM598,208$22,487 12/31/2019
Ladenburg Thalmann Financial Services Inc.588,346$21,839 12/31/2019
     SPEM588,346$21,839 12/31/2019
Advisory Alpha LLC560,710$21,671 12/31/2019
     SPEM560,710$21,671 12/31/2019
Wealthsource Partners LLC560,108$21,054 12/31/2019
     SPEM560,108$21,054 12/31/2019
Trilogy Capital Inc.527,949$19,856 12/31/2019
     SPEM527,949$19,856 12/31/2019
Signature Estate & Investment Advisors LLC406,706$15,288 12/31/2019
     SPEM406,706$15,288 12/31/2019
Ameriprise Financial Inc.399,689$15,027 12/31/2019
     SPEM399,689$15,027 12/31/2019
Fis Group Inc.386,686$14,536 12/31/2019
     SPEM386,686$14,536 12/31/2019
AlphaStar Capital Management LLC366,410$13,773 12/31/2019
     SPEM366,410$13,773 12/31/2019
FTB Advisors Inc.349,242$13,127 12/31/2019
     SPEM349,242$13,127 12/31/2019
ERn Financial LLC330,388$12,419 12/31/2019
     SPEM330,388$12,419 12/31/2019
SigFig Wealth Management LLC317,378$11,930 12/31/2019
     SPEM317,378$11,930 12/31/2019
Global Financial Private Capital Inc302,475$11,370 12/31/2019
     SPEM302,475$11,370 12/31/2019
Nicolet Advisory Services LLC292,353$10,990 12/31/2019
     SPEM292,353$10,990 12/31/2019
CWM LLC291,890$10,972 12/31/2019
     SPEM291,890$10,972 12/31/2019
Cambridge Investment Research Advisors Inc.281,032$10,564 12/31/2019
     SPEM281,032$10,564 12/31/2019
Blueprint Investment Partners LLC274,439$10,316 12/31/2019
     SPEM274,439$10,316 12/31/2019
FormulaFolio Investments LLC255,708$9,612 12/31/2019
     SPEM255,708$9,612 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC254,492$9,566 12/31/2019
     SPEM254,492$9,566 12/31/2019
Wrapmanager Inc.254,325$9,560 12/31/2019
     SPEM254,325$9,560 12/31/2019
Aptus Capital Advisors LLC240,335$9,034 12/31/2019
     SPEM240,335$9,034 12/31/2019
Winch Advisory Services LLC239,383$8,998 12/31/2019
     SPEM239,383$8,998 12/31/2019
HighMark Wealth Management LLC237,108$8,912 12/31/2019
     SPEM237,108$8,912 12/31/2019
First Allied Advisory Services Inc.232,175$8,738 12/31/2019
     SPEM232,175$8,738 12/31/2019
Boston Standard Wealth Management LLC230,186$8,653 12/31/2019
     SPEM230,186$8,653 12/31/2019
Pure Financial Advisors Inc.227,529$8,553 12/31/2019
     SPEM227,529$8,553 12/31/2019
Forbes J M & Co. LLP226,787$8,525 12/31/2019
     SPEM226,787$8,525 12/31/2019
Hanlon Investment Management Inc.224,184$8,427 12/31/2019
     SPEM224,184$8,427 12/31/2019
Financial Strategies Group Inc.211,539$7,952 12/31/2019
     SPEM211,539$7,952 12/31/2019
Cooper Financial Group211,284$7,942 12/31/2019
     SPEM211,284$7,942 12/31/2019
Great Point Wealth Advisors LLC209,044$7,857 12/31/2019
     SPEM209,044$7,857 12/31/2019
Columbus Macro LLC205,096$7,710 12/31/2019
     SPEM205,096$7,710 12/31/2019
VCU Investment Management Co204,821$7,699 12/31/2019
     SPEM204,821$7,699 12/31/2019
WealthPLAN Partners LLC204,548$7,642 12/31/2019
     SPEM204,548$7,642 12/31/2019
Ballentine Partners LLC201,048$7,557 12/31/2019
     SPEM201,048$7,557 12/31/2019
N.E.W. Advisory Services LLC200,708$7,539 12/31/2019
     SPEM200,708$7,539 12/31/2019
Insight Wealth Strategies LLC199,609$7,503 12/31/2019
     SPEM199,609$7,503 12/31/2019
Allen Capital Group LLC187,776$7,058 12/31/2019
     SPEM187,776$7,058 12/31/2019
Compass Financial Group Inc.182,770$6,870 12/31/2019
     SPEM182,770$6,870 12/31/2019
Commonwealth Equity Services LLC180,529$6,786 12/31/2019
     SPEM180,529$6,786 12/31/2019
Founders Financial Securities LLC179,917$6,763 12/31/2019
     SPEM179,917$6,763 12/31/2019
OLD Second National Bank of Aurora175,997$6,616 12/31/2019
     SPEM175,997$6,616 12/31/2019
Raymond James & Associates167,722$6,305 12/31/2019
     SPEM167,722$6,305 12/31/2019
Signet Financial Management LLC161,757$6,080 12/31/2019
     SPEM161,757$6,080 12/31/2019
Vickerman & Driscoll Financial Advisors Inc.156,296$5,875 12/31/2019
     SPEM156,296$5,875 12/31/2019
CWH Capital Management Inc.156,006$5,864 12/31/2019
     SPEM156,006$5,864 12/31/2019
Belpointe Asset Management LLC151,984$5,713 12/31/2019
     SPEM151,984$5,713 12/31/2019
Wealth Enhancement Advisory Services LLC149,207$5,609 12/31/2019
     SPEM149,207$5,609 12/31/2019
Laurel Wealth Advisors Inc.147,938$5,561 12/31/2019
     SPEM147,938$5,561 12/31/2019
Strategic Financial Planning Inc.143,004$5,376 12/31/2019
     SPEM143,004$5,376 12/31/2019
GWM Advisors LLC142,299$5,349 12/31/2019
     SPEM142,299$5,349 12/31/2019
TPG Financial Advisors LLC138,202$5,195 12/31/2019
     SPEM138,202$5,195 12/31/2019
Barber Financial Group Inc.137,642$5,174 12/31/2019
     SPEM137,642$5,174 12/31/2019
Royal Bank of Canada135,412$5,090 12/31/2019
     SPEM135,412$5,090 12/31/2019
StrategIQ Financial Group LLC132,217$4,970 12/31/2019
     SPEM132,217$4,970 12/31/2019
Cutler Investment Counsel LLC131,587$4,946 12/31/2019
     SPEM131,587$4,946 12/31/2019
Waller Financial Planning Group Inc.126,959$4,772 12/31/2019
     SPEM126,959$4,772 12/31/2019
Truefg LLC126,547$4,757 12/31/2019
     SPEM126,547$4,757 12/31/2019
Capital Wealth Management LLC126,170$4,743 12/31/2019
     SPEM126,170$4,743 12/31/2019
Opes Wealth Management LLC126,073$4,739 12/31/2019
     SPEM126,073$4,739 12/31/2019
Securian Asset Management Inc125,835$4,730 12/31/2019
     SPEM125,835$4,730 12/31/2019
Compass Ion Advisors LLC125,545$4,719 12/31/2019
     SPEM125,545$4,719 12/31/2019
FMR LLC121,692$4,574 12/31/2019
     SPEM121,692$4,574 12/31/2019
HawsGoodwin Investment Management LLC119,783$4,503 12/31/2019
     SPEM119,783$4,503 12/31/2019
Comerica Securities Inc.116,060$4,363 12/31/2019
     SPEM116,060$4,363 12/31/2019
Virtue Capital Management LLC116,027$4,361 12/31/2019
     SPEM116,027$4,361 12/31/2019
Syntal Capital Partners LLC113,024$4,248 12/31/2019
     SPEM113,024$4,248 12/31/2019
Comprehensive Portfolio Management LLC112,336$4,223 12/31/2019
     SPEM112,336$4,223 12/31/2019
AE Wealth Management LLC111,762$4,201 12/31/2019
     SPEM111,762$4,201 12/31/2019
Great Lakes Advisors LLC110,787$4,164 12/31/2019
     SPEM110,787$4,164 12/31/2019
Captrust Financial Advisors107,926$4,141 12/31/2019
     SPEM107,926$4,141 12/31/2019
Client 1ST Advisory Group LLC107,879$4,055 12/31/2019
     SPEM107,879$4,055 12/31/2019
Moneta Group Investment Advisors LLC107,502$4,041 12/31/2019
     SPEM107,502$4,041 12/31/2019
Capital Planning Advisors LLC107,260$4,032 12/31/2019
     SPEM107,260$4,032 12/31/2019
Ausdal Financial Partners Inc.108,041$3,949 12/31/2019
     SPEM108,041$3,949 12/31/2019
JNBA Financial Advisors102,958$3,870 12/31/2019
     SPEM102,958$3,870 12/31/2019
Managed Account Services Inc.100,615$3,827 12/31/2019
     SPEM100,615$3,827 12/31/2019
Sterneck Capital Management LLC99,738$3,749 12/31/2019
     SPEM99,738$3,749 12/31/2019
NewFocus Financial Group LLC98,473$3,702 12/31/2019
     SPEM98,473$3,702 12/31/2019
Tempus Wealth Planning LLC97,209$3,654 12/31/2019
     SPEM97,209$3,654 12/31/2019
Clarus Wealth Advisors94,867$3,609 12/31/2019
     SPEM94,867$3,609 12/31/2019
Itau Unibanco Holding S.A. $3,553 12/31/2019
     Call250$1,940 12/31/2019
     SPEM43,000$1,613 12/31/2019
Vivaldi Capital Management LLC93,657$3,521 12/31/2019
     SPEM93,657$3,521 12/31/2019
Financial Engines Advisors L.L.C.93,655$3,520 12/31/2019
     SPEM93,655$3,520 12/31/2019
Girard Partners LTD.87,848$3,302 12/31/2019
     SPEM87,848$3,302 12/31/2019
Sawtooth Solutions LLC87,208$3,278 12/31/2019
     SPEM87,208$3,278 12/31/2019
Frontier Investment Mgmt Co.86,901$3,267 12/31/2019
     SPEM86,901$3,267 12/31/2019
Savant Capital LLC86,349$3,246 12/31/2019
     SPEM86,349$3,246 12/31/2019
Aspire Private Capital LLC86,275$3,243 12/31/2019
     SPEM86,275$3,243 12/31/2019
Oarsman Capital Inc.81,941$3,080 12/31/2019
     SPEM81,941$3,080 12/31/2019
Frisch Financial Group Inc.80,783$3,037 12/31/2019
     SPEM80,783$3,037 12/31/2019
Beacon Pointe Wealth Advisors LLC78,498$2,949 12/31/2019
     SPEM78,498$2,949 12/31/2019
Stewardship Advisors LLC76,948$2,892 12/31/2019
     SPEM76,948$2,892 12/31/2019
Mutual Advisors LLC76,863$2,889 12/31/2019
     SPEM76,863$2,889 12/31/2019
Windsor Capital Management LLC76,819$2,887 12/31/2019
     SPEM76,819$2,887 12/31/2019
PFG Private Wealth Management LLC76,762$2,885 12/31/2019
     SPEM76,762$2,885 12/31/2019
Valtinson Bruner Financial Planning LLC76,009$2,863 12/31/2019
     SPEM76,009$2,863 12/31/2019
Capital Advisors Inc. OK73,567$2,765 12/31/2019
     SPEM73,567$2,765 12/31/2019
WESCAP Management Group Inc.72,598$2,728 12/31/2019
     SPEM72,598$2,728 12/31/2019
Occidental Asset Management LLC72,494$2,725 12/31/2019
     SPEM72,494$2,725 12/31/2019
Vista Investment Management71,500$2,688 12/31/2019
     SPEM71,500$2,688 12/31/2019
Madrona Financial Services LLC71,436$2,685 12/31/2019
     SPEM71,436$2,685 12/31/2019
Probity Advisors Inc.70,457$2,648 12/31/2019
     SPEM70,457$2,648 12/31/2019
PAX Financial Group LLC71,024$2,617 12/31/2019
     SPEM71,024$2,617 12/31/2019
HighTower Advisors LLC67,259$2,529 12/31/2019
     SPEM67,259$2,529 12/31/2019
Creative Financial Designs Inc. ADV65,866$2,527 12/31/2019
     SPEM65,866$2,527 12/31/2019
Baltimore Washington Financial Advisors Inc.66,770$2,509 12/31/2019
     SPEM66,770$2,509 12/31/2019
Pacific Financial Group Inc.66,157$2,487 12/31/2019
     SPEM66,157$2,487 12/31/2019
AdvisorNet Financial Inc65,964$2,480 12/31/2019
     SPEM65,964$2,480 12/31/2019
JPMorgan Chase & Co.65,402$2,458 12/31/2019
     SPEM65,402$2,458 12/31/2019
Level Four Advisory Services LLC65,303$2,454 12/31/2019
     SPEM65,303$2,454 12/31/2019
First Ascent Asset Management LLC63,715$2,395 12/31/2019
     SPEM63,715$2,395 12/31/2019
Starfire Investment Advisers Inc.63,244$2,377 12/31/2019
     SPEM63,244$2,377 12/31/2019
MML Investors Services LLC62,621$2,354 12/31/2019
     SPEM62,621$2,354 12/31/2019
Towercrest Capital Management58,323$2,193 12/31/2019
     SPEM58,323$2,193 12/31/2019
Natixis58,115$2,180 12/31/2019
     SPEM58,115$2,180 12/31/2019
McNaughton Wealth Management LLC57,845$2,174 12/31/2019
     SPEM57,845$2,174 12/31/2019
Raymond James Financial Services Advisors Inc.54,777$2,059 12/31/2019
     SPEM54,777$2,059 12/31/2019
Iron Financial LLC53,694$2,018 12/31/2019
     SPEM53,694$2,018 12/31/2019
Meitav Dash Investments Ltd.51,788$1,943 12/31/2019
     SPEM51,788$1,943 12/31/2019
SkyOak Wealt LLC50,713$1,906 12/31/2019
     SPEM50,713$1,906 12/31/2019
Beacon Pointe Advisors LLC50,632$1,901 12/31/2019
     SPEM50,632$1,901 12/31/2019
Atlas Capital Advisors LLC50,174$1,886 12/31/2019
     SPEM50,174$1,886 12/31/2019
Atria Investments LLC49,421$1,858 12/31/2019
     SPEM49,421$1,858 12/31/2019
Alliance Wealth Management Group49,399$1,857 12/31/2019
     SPEM49,399$1,857 12/31/2019
Park Avenue Securities LLC48,467$1,822 12/31/2019
     SPEM48,467$1,822 12/31/2019
Johanson Financial Advisors Inc.68,458$1,820 12/31/2019
     SPEM68,458$1,820 12/31/2019
Stratos Wealth Advisors LLC48,125$1,809 12/31/2019
     SPEM48,125$1,809 12/31/2019
AdvicePeriod LLC47,493$1,785 12/31/2019
     SPEM47,493$1,785 12/31/2019
Lincoln National Corp45,334$1,704 12/31/2019
     SPEM45,334$1,704 12/31/2019
Linscomb & Williams Inc.45,286$1,702 12/31/2019
     SPEM45,286$1,702 12/31/2019
IFP Advisors Inc44,739$1,684 12/31/2019
     SPEM44,739$1,684 12/31/2019
Focused Wealth Management Inc44,566$1,675 12/31/2019
     SPEM44,566$1,675 12/31/2019
Tortoise Investment Management LLC44,442$1,671 12/31/2019
     SPEM44,442$1,671 12/31/2019
Hayden Royal LLC45,125$1,662 12/31/2019
     SPEM45,125$1,662 12/31/2019
Capital Analysts LLC42,815$1,609 12/31/2019
     SPEM42,815$1,609 12/31/2019
Smart Money Group LLC42,781$1,608 12/31/2019
     SPEM42,781$1,608 12/31/2019
Private Advisor Group LLC42,330$1,591 12/31/2019
     SPEM42,330$1,591 12/31/2019
Wealthquest Corp42,270$1,588 12/31/2019
     SPEM42,270$1,588 12/31/2019
Rowland Carmichael Advisors Inc. ADV41,897$1,575 12/31/2019
     SPEM41,897$1,575 12/31/2019
Wealthstreet Investment Advisors LLC41,510$1,560 12/31/2019
     SPEM41,510$1,560 12/31/2019
Capital Investment Advisory Services LLC40,912$1,538 12/31/2019
     SPEM40,912$1,538 12/31/2019
EP Wealth Advisors LLC40,588$1,526 12/31/2019
     SPEM40,588$1,526 12/31/2019
Strategic Wealth Partners Ltd.40,376$1,518 12/31/2019
     SPEM40,376$1,518 12/31/2019
Blair William & Co. IL40,317$1,516 12/31/2019
     SPEM40,317$1,516 12/31/2019
Transcend Wealth Collective LLC40,252$1,513 12/31/2019
     SPEM40,252$1,513 12/31/2019
BT Wealth Management LLC40,230$1,512 12/31/2019
     SPEM40,230$1,512 12/31/2019
First Heartland Consultants Inc.39,883$1,499 12/31/2019
     SPEM39,883$1,499 12/31/2019
Atlantic Union Bankshares Corp39,313$1,477 12/31/2019
     SPEM39,313$1,477 12/31/2019
Ballast Inc.39,216$1,474 12/31/2019
     SPEM39,216$1,474 12/31/2019
Canal Capital Management LLC39,151$1,472 12/31/2019
     SPEM39,151$1,472 12/31/2019
Annex Advisory Services LLC38,767$1,458 12/31/2019
     SPEM38,767$1,458 12/31/2019
Menard Financial Group LLC37,988$1,428 12/31/2019
     SPEM37,988$1,428 12/31/2019
55I LLC37,787$1,420 12/31/2019
     SPEM37,787$1,420 12/31/2019
Truist Financial Corp37,331$1,403 12/31/2019
     SPEM37,331$1,403 12/31/2019
Proffitt & Goodson Inc.37,305$1,402 12/31/2019
     SPEM37,305$1,402 12/31/2019
Parametric Portfolio Associates LLC37,237$1,400 12/31/2019
     SPEM37,237$1,400 12/31/2019
Kohmann Bosshard Financial Services LLC35,989$1,353 12/31/2019
     SPEM35,989$1,353 12/31/2019
Advisory Resource Group35,922$1,350 12/31/2019
     SPEM35,922$1,350 12/31/2019
First Republic Investment Management Inc.35,492$1,334 12/31/2019
     SPEM35,492$1,334 12/31/2019
Stonehearth Capital Management LLC34,917$1,313 12/31/2019
     SPEM34,917$1,313 12/31/2019
Clear Creek Financial Management LLC33,938$1,313 12/31/2019
     SPEM33,938$1,313 12/31/2019
RFG Advisory LLC34,790$1,308 12/31/2019
     SPEM34,790$1,308 12/31/2019
Dynamic Advisor Solutions LLC34,719$1,305 12/31/2019
     SPEM34,719$1,305 12/31/2019
HBW Advisory Services LLC33,488$1,264 12/31/2019
     SPEM33,488$1,264 12/31/2019
Avantax Advisory Services Inc.33,001$1,239 12/31/2019
     SPEM33,001$1,239 12/31/2019
Verus Capital Partners LLC32,414$1,218 12/31/2019
     SPEM32,414$1,218 12/31/2019
Ironwood Wealth Management LLC.31,845$1,197 12/31/2019
     SPEM31,845$1,197 12/31/2019
Livingston Group Asset Management CO operating as Southport Capital Management 31,783$1,195 12/31/2019
     SPEM31,783$1,195 12/31/2019
Stratos Wealth Partners LTD.31,717$1,192 12/31/2019
     SPEM31,717$1,192 12/31/2019
TRH Financial LLC31,450$1,183 12/31/2019
     SPEM31,450$1,183 12/31/2019
Pinnacle Wealth Planning Services Inc.31,398$1,180 12/31/2019
     SPEM31,398$1,180 12/31/2019
TCG Advisors LP29,832$1,121 12/31/2019
     SPEM29,832$1,121 12/31/2019
Professional Financial Advisors LLC29,360$1,104 12/31/2019
     SPEM29,360$1,104 12/31/2019
Certified Advisory Corp28,922$1,087 12/31/2019
     SPEM28,922$1,087 12/31/2019
Brighton Jones LLC28,619$1,076 12/31/2019
     SPEM28,619$1,076 12/31/2019
Global Strategic Investment Solutions LLC27,684$1,041 12/31/2019
     SPEM27,684$1,041 12/31/2019
Proequities Inc.27,448$1,032 12/31/2019
     SPEM27,448$1,032 12/31/2019
Stephens Inc. AR26,604$1,000 12/31/2019
     SPEM26,604$1,000 12/31/2019
Macroview Investment Management LLC26,242$986 12/31/2019
     SPEM26,242$986 12/31/2019
E&G Advisors LP24,496$921 12/31/2019
     SPEM24,496$921 12/31/2019
American Investment Services Inc.24,377$916 12/31/2019
     SPEM24,377$916 12/31/2019
Vivid Financial Management Inc.25,133$912 12/31/2019
     SPEM25,133$912 12/31/2019
CX Institutional24,148$908 12/31/2019
     SPEM24,148$908 12/31/2019
Cascadia Advisory Services LLC23,641$889 12/31/2019
     SPEM23,641$889 12/31/2019
Vantage Investment Partners LLC23,289$875 12/31/2019
     SPEM23,289$875 12/31/2019
Tobias Financial Advisors Inc.23,288$875 12/31/2019
     SPEM23,288$875 12/31/2019
JT Stratford LLC23,137$870 12/31/2019
     SPEM23,137$870 12/31/2019
Intrust Bank NA22,791$857 12/31/2019
     SPEM22,791$857 12/31/2019
Sowell Financial Services LLC22,709$854 12/31/2019
     SPEM22,709$854 12/31/2019
Balasa Dinverno & Foltz LLC22,585$849 12/31/2019
     SPEM22,585$849 12/31/2019
Smith Moore & CO.22,551$848 12/31/2019
     SPEM22,551$848 12/31/2019
SJA Financial Advisory LLC22,499$846 12/31/2019
     SPEM22,499$846 12/31/2019
Squar Milner Financial Services LLC22,247$836 12/31/2019
     SPEM22,247$836 12/31/2019
G&S Capital LLC22,204$834 12/31/2019
     SPEM22,204$834 12/31/2019
Bay Harbor Wealth Management LLC22,048$829 12/31/2019
     SPEM22,048$829 12/31/2019
LexAurum Advisors LLC21,504$808 12/31/2019
     SPEM21,504$808 12/31/2019
Diligent Investors LLC21,346$802 12/31/2019
     SPEM21,346$802 12/31/2019
CCG Wealth Management LLC21,269$800 12/31/2019
     SPEM21,269$800 12/31/2019
Mariner LLC21,082$792 12/31/2019
     SPEM21,082$792 12/31/2019
Stifel Financial Corp20,886$789 12/31/2019
     SPEM20,886$789 12/31/2019
3D Asset Management Inc.20,785$781 12/31/2019
     SPEM20,785$781 12/31/2019
SlateStone Wealth LLC19,994$752 12/31/2019
     SPEM19,994$752 12/31/2019
Austin Private Wealth LLC19,394$729 12/31/2019
     SPEM19,394$729 12/31/2019
Northwestern Mutual Wealth Management Co.18,884$710 12/31/2019
     SPEM18,884$710 12/31/2019
M Holdings Securities Inc.18,716$704 12/31/2019
     SPEM18,716$704 12/31/2019
Bernardo Wealth Planning LLC18,429$692 12/31/2019
     SPEM18,429$692 12/31/2019
Coldstream Capital Management Inc.18,205$684 12/31/2019
     SPEM18,205$684 12/31/2019
Patriot Financial Group Insurance Agency LLC17,909$673 12/31/2019
     SPEM17,909$673 12/31/2019
Citadel Advisors LLC17,727$666 12/31/2019
     SPEM17,727$666 12/31/2019
RDA Financial Network17,988$657 12/31/2019
     SPEM17,988$657 12/31/2019
Beacon Financial Advisory LLC17,254$648 12/31/2019
     SPEM17,254$648 12/31/2019
Aveo Capital Partners LLC17,080$642 12/31/2019
     SPEM17,080$642 12/31/2019
Relative Value Partners Group LLC17,026$640 12/31/2019
     SPEM17,026$640 12/31/2019
Accurate Investment Solutions Inc.16,979$638 12/31/2019
     SPEM16,979$638 12/31/2019
Thrivent Financial for Lutherans16,151$607 12/31/2019
     SPEM16,151$607 12/31/2019
Mercer Global Advisors Inc. ADV15,803$594 12/31/2019
     SPEM15,803$594 12/31/2019
SNS Financial Group LLC15,756$592 12/31/2019
     SPEM15,756$592 12/31/2019
BOKF NA15,527$584 12/31/2019
     SPEM15,527$584 12/31/2019
Personal Resources Investment & Strategic Management Inc.15,472$582 12/31/2019
     SPEM15,472$582 12/31/2019
Bristlecone Advisors LLC15,265$574 12/31/2019
     SPEM15,265$574 12/31/2019
Northwest Wealth Management LLC15,176$570 12/31/2019
     SPEM15,176$570 12/31/2019
Acorn Financial Advisory Services Inc. ADV14,912$561 12/31/2019
     SPEM14,912$561 12/31/2019
Strategic Investment Advisors MI14,662$551 12/31/2019
     SPEM14,662$551 12/31/2019
New England Investment & Retirement Group Inc.14,556$547 12/31/2019
     SPEM14,556$547 12/31/2019
Western Wealth Management LLC15,126$543 12/31/2019
     SPEM15,126$543 12/31/2019
Carnegie Capital Asset Management LLC14,352$539 12/31/2019
     SPEM14,352$539 12/31/2019
PrairieView Partners LLC14,290$537 12/31/2019
     SPEM14,290$537 12/31/2019
Affinity Wealth Management LLC14,194$534 12/31/2019
     SPEM14,194$534 12/31/2019
Calton & Associates Inc.14,189$533 12/31/2019
     SPEM14,189$533 12/31/2019
Csenge Advisory Group14,148$532 12/31/2019
     SPEM14,148$532 12/31/2019
Boltwood Capital Management13,973$525 12/31/2019
     SPEM13,973$525 12/31/2019
Lantz Financial LLC13,874$522 12/31/2019
     SPEM13,874$522 12/31/2019
Peterson Wealth Advisors LLC13,796$519 12/31/2019
     SPEM13,796$519 12/31/2019
Evergreen Capital Management LLC13,500$507 12/31/2019
     SPEM13,500$507 12/31/2019
Resources Investment Advisors LLC.13,176$495 12/31/2019
     SPEM13,176$495 12/31/2019
Capital Asset Advisory Services LLC13,274$489 12/31/2019
     SPEM13,274$489 12/31/2019
Pacifica Partners Inc.12,924$486 12/31/2019
     SPEM12,924$486 12/31/2019
Principal Financial Group Inc.12,888$484 12/31/2019
     SPEM12,888$484 12/31/2019
TCF National Bank12,874$484 12/31/2019
     SPEM12,874$484 12/31/2019
Coastline Trust Co12,855$483 12/31/2019
     SPEM12,855$483 12/31/2019
United Asset Strategies Inc.12,404$466 12/31/2019
     SPEM12,404$466 12/31/2019
Change Path LLC12,403$466 12/31/2019
     SPEM12,403$466 12/31/2019
Sigma Planning Corp12,194$458 12/31/2019
     SPEM12,194$458 12/31/2019
Bank of New York Mellon Corp12,097$455 12/31/2019
     SPEM12,097$455 12/31/2019
Crumly & Associates Inc.12,108$455 12/31/2019
     SPEM12,108$455 12/31/2019
BKD Wealth Advisors LLC12,020$452 12/31/2019
     SPEM12,020$452 12/31/2019
Concorde Asset Management LLC11,948$448 12/31/2019
     SPEM11,948$448 12/31/2019
Alexandria Capital LLC11,648$438 12/31/2019
     SPEM11,648$438 12/31/2019
Prestige Wealth Management Group LLC11,629$437 12/31/2019
     SPEM11,629$437 12/31/2019
Howard Financial Services LTD.11,595$436 12/31/2019
     SPEM11,595$436 12/31/2019
MBE Wealth Management LLC11,564$434 12/31/2019
     SPEM11,564$434 12/31/2019
Paragon Advisors LLC11,303$431 12/31/2019
     SPEM11,303$431 12/31/2019
Equitable Holdings Inc.11,230$422 12/31/2019
     SPEM11,230$422 12/31/2019
Gainplan LLC10,790$406 12/31/2019
     SPEM10,790$406 12/31/2019
Bluestein R H & Co.10,342$389 12/31/2019
     SPEM10,342$389 12/31/2019
Pinnacle Advisory Group Inc.10,356$389 12/31/2019
     SPEM10,356$389 12/31/2019
Paulson Wealth Management Inc.9,975$385 12/31/2019
     SPEM9,975$385 12/31/2019
Nottingham Advisors Inc.10,065$378 12/31/2019
     SPEM10,065$378 12/31/2019
Cetera Advisors LLC9,889$373 12/31/2019
     SPEM9,889$373 12/31/2019
Fort Point Capital Partners LLC9,452$355 12/31/2019
     SPEM9,452$355 12/31/2019
Essex Private Wealth Management LLC9,180$345 12/31/2019
     SPEM9,180$345 12/31/2019
Watson Rebecca9,013$339 12/31/2019
     SPEM9,013$339 12/31/2019
PFG Advisors8,779$331 12/31/2019
     SPEM8,779$331 12/31/2019
Financial Enhancement Group LLC8,661$326 12/31/2019
     SPEM8,661$326 12/31/2019
Fernwood Investment Management LLC8,513$320 12/31/2019
     SPEM8,513$320 12/31/2019
Van Hulzen Asset Management LLC8,480$319 12/31/2019
     SPEM8,480$319 12/31/2019
Sheets Smith Wealth Management8,367$315 12/31/2019
     SPEM8,367$315 12/31/2019
Steward Partners Investment Advisory LLC8,356$314 12/31/2019
     SPEM8,356$314 12/31/2019
B & T Capital Management DBA Alpha Capital Management8,309$312 12/31/2019
     SPEM8,309$312 12/31/2019
FDx Advisors Inc.7,779$292 12/31/2019
     SPEM7,779$292 12/31/2019
Moloney Securities Asset Management LLC7,738$291 12/31/2019
     SPEM7,738$291 12/31/2019
Telos Capital Management Inc.7,556$284 12/31/2019
     SPEM7,556$284 12/31/2019
Koshinski Asset Management Inc.7,510$282 12/31/2019
     SPEM7,510$282 12/31/2019
Bank of Nova Scotia7,163$269 12/31/2019
     SPEM7,163$269 12/31/2019
Shine Investment Advisory Services Inc.7,146$269 12/31/2019
     SPEM7,146$269 12/31/2019
Kingsview Wealth Management LLC7,062$265 12/31/2019
     SPEM7,062$265 12/31/2019
Mirae Asset Global Investments Co. Ltd.6,888$259 12/31/2019
     SPEM6,888$259 12/31/2019
NEXT Financial Group Inc6,836$257 12/31/2019
     SPEM6,836$257 12/31/2019
Lehman & Derafelo Financial Resources LLC6,848$257 12/31/2019
     SPEM6,848$257 12/31/2019
Redmond Asset Management LLC6,835$256 12/31/2019
     SPEM6,835$256 12/31/2019
Eaton Vance Management6,769$254 12/31/2019
     SPEM6,769$254 12/31/2019
Whittier Trust Co.6,770$254 12/31/2019
     SPEM6,770$254 12/31/2019
Global Retirement Partners LLC6,652$250 12/31/2019
     SPEM6,652$250 12/31/2019
Argent Wealth Management LLC6,592$248 12/31/2019
     SPEM6,592$248 12/31/2019
Perigon Wealth Management LLC6,543$246 12/31/2019
     SPEM6,543$246 12/31/2019
TFG Advisers LLC6,501$244 12/31/2019
     SPEM6,501$244 12/31/2019
Paradigm Financial Partners LLC6,323$238 12/31/2019
     SPEM6,323$238 12/31/2019
Astoria Strategic Wealth Inc.6,291$237 12/31/2019
     SPEM6,291$237 12/31/2019
Meristem Family Wealth LLC6,291$236 12/31/2019
     SPEM6,291$236 12/31/2019
Advisory Services Network LLC6,230$235 12/31/2019
     SPEM6,230$235 12/31/2019
Apexium Financial LP6,006$226 12/31/2019
     SPEM6,006$226 12/31/2019
LifePlan Financial Group Inc5,973$225 12/31/2019
     SPEM5,973$225 12/31/2019
PNC Financial Services Group Inc.5,795$218 12/31/2019
     SPEM5,795$218 12/31/2019
JFS Wealth Advisors LLC5,774$217 12/31/2019
     SPEM5,774$217 12/31/2019
Altavista Wealth Management Inc.5,630$212 12/31/2019
     SPEM5,630$212 12/31/2019
Stearns Financial Services Group5,652$212 12/31/2019
     SPEM5,652$212 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC7,428$211 03/31/2020
     SPEM7,428$211 03/31/2020
CIBC Private Wealth Group LLC5,600$211 12/31/2019
     SPEM5,600$211 12/31/2019
Cetera Advisor Networks LLC5,552$210 12/31/2019
     SPEM5,552$210 12/31/2019
Orion Portfolio Solutions LLC5,558$209 12/31/2019
     SPEM5,558$209 12/31/2019
Integrated Capital Management Inc.5,474$208 12/31/2019
     SPEM5,474$208 12/31/2019
J.W. Cole Advisors Inc.5,479$206 12/31/2019
     SPEM5,479$206 12/31/2019
US Bancorp DE5,406$204 12/31/2019
     SPEM5,406$204 12/31/2019
Archford Capital Strategies LLC5,379$202 12/31/2019
     SPEM5,379$202 12/31/2019
Ameritas Investment Company LLC5,234$197 12/31/2019
     SPEM5,234$197 12/31/2019
Savior LLC4,745$178 12/31/2019
     SPEM4,745$178 12/31/2019
Evensky & Katz LLC4,462$167 12/31/2019
     SPEM4,462$167 12/31/2019
Family Management Corp4,248$160 12/31/2019
     SPEM4,248$160 12/31/2019
Reilly Financial Advisors LLC4,182$157 12/31/2019
     SPEM4,182$157 12/31/2019
Affiance Financial LLC4,143$156 12/31/2019
     SPEM4,143$156 12/31/2019
Capital Advisory Group Advisory Services LLC3,973$154 12/31/2019
     SPEM3,973$154 12/31/2019
Barnett & Company Inc.4,007$151 12/31/2019
     SPEM4,007$151 12/31/2019
Vicus Capital3,686$139 12/31/2019
     SPEM3,686$139 12/31/2019
MBM Wealth Consultants LLC3,409$128 12/31/2019
     SPEM3,409$128 12/31/2019
Parallel Advisors LLC2,837$107 12/31/2019
     SPEM2,837$107 12/31/2019
Emerald Investment Partners LLC2,741$103 12/31/2019
     SPEM2,741$103 12/31/2019
Ballast Advisors LLC2,404$90 12/31/2019
     SPEM2,404$90 12/31/2019
Deutsche Bank AG2,343$88 12/31/2019
     SPEM2,343$88 12/31/2019
Coastal Capital Group Inc.2,125$79 12/31/2019
     SPEM2,125$79 12/31/2019
Wealthcare Capital Management LLC2,074$78 12/31/2019
     SPEM2,074$78 12/31/2019
Flagship Harbor Advisors LLC2,085$78 12/31/2019
     SPEM2,085$78 12/31/2019
Laurel Wealth Advisors LLC2,054$77 12/31/2019
     SPEM2,054$77 12/31/2019
Trust Co. of Vermont2,018$76 12/31/2019
     SPEM2,018$76 12/31/2019
Bessemer Group Inc.1,952$73 12/31/2019
     SPEM1,952$73 12/31/2019
Liberty Wealth Management LLC1,466$55 12/31/2019
     SPEM1,466$55 12/31/2019
Howard Wealth Management LLC1,435$53 12/31/2019
     SPEM1,435$53 12/31/2019
Great Diamond Partners LLC1,436$53 12/31/2019
     SPEM1,436$53 12/31/2019
Financial Management Professionals Inc.1,329$50 12/31/2019
     SPEM1,329$50 12/31/2019
Asset Dedication LLC1,258$47 12/31/2019
     SPEM1,258$47 12/31/2019
Semmax Financial Advisors Inc.1,229$46 12/31/2019
     SPEM1,229$46 12/31/2019
BlackRock Inc.1,056$40 12/31/2019
     SPEM1,056$40 12/31/2019
Synovus Financial Corp1,030$39 12/31/2019
     SPEM1,030$39 12/31/2019
Legg Mason Inc.873$34 12/31/2019
     SPEM873$34 12/31/2019
Ambassador Advisors LLC900$34 12/31/2019
     SPEM900$34 12/31/2019
Brand Asset Management Group Inc.866$33 12/31/2019
     SPEM866$33 12/31/2019
Financial Advisory Service Inc.764$29 12/31/2019
     SPEM764$29 12/31/2019
Salomon & Ludwin LLC952$27 03/31/2020
     SPEM952$27 03/31/2020
Barrett Asset Management LLC700$26 12/31/2019
     SPEM700$26 12/31/2019
Bell Rock Capital LLC720$26 12/31/2019
     SPEM720$26 12/31/2019
Sound Income Strategies LLC677$25 12/31/2019
     SPEM677$25 12/31/2019
Citigroup Inc.630$24 12/31/2019
     SPEM630$24 12/31/2019
Burt Wealth Advisors631$24 12/31/2019
     SPEM631$24 12/31/2019
Ironwood Financial llc626$24 12/31/2019
     SPEM626$24 12/31/2019
Fifth Third Bancorp593$22 12/31/2019
     SPEM593$22 12/31/2019
Signaturefd LLC597$22 12/31/2019
     SPEM597$22 12/31/2019
Price Wealth LLC556$21 12/31/2019
     SPEM556$21 12/31/2019
Rockefeller Capital Management L.P.540$20 12/31/2019
     SPEM540$20 12/31/2019
Total Clarity Wealth Management Inc.526$20 12/31/2019
     SPEM526$20 12/31/2019
Larson Financial Group LLC473$18 12/31/2019
     SPEM473$18 12/31/2019
Firestone Capital Management415$16 12/31/2019
     SPEM415$16 12/31/2019
Front Row Advisors LLC353$13 12/31/2019
     SPEM353$13 12/31/2019
Fusion Family Wealth LLC327$12 12/31/2019
     SPEM327$12 12/31/2019
Money Design Co. Ltd.295$11 12/31/2019
     SPEM295$11 12/31/2019
Wealth Quarterback LLC285$11 12/31/2019
     SPEM285$11 12/31/2019
Financial Architects Inc274$10 12/31/2019
     SPEM274$10 12/31/2019
Endurance Wealth Management Inc.250$9 12/31/2019
     SPEM250$9 12/31/2019
Clear Harbor Asset Management LLC235$9 12/31/2019
     SPEM235$9 12/31/2019
TFO TDC LLC240$9 12/31/2019
     SPEM240$9 12/31/2019
Braun Bostich & Associates Inc.221$8 12/31/2019
     SPEM221$8 12/31/2019
Ameritas Investment Partners Inc.210$7 12/31/2019
     SPEM210$7 12/31/2019
Carroll Financial Associates Inc.211$7 12/31/2019
     SPEM211$7 12/31/2019
Sofos Investments Inc.195$7 12/31/2019
     SPEM195$7 12/31/2019
Ancora Advisors LLC172$6 12/31/2019
     SPEM172$6 12/31/2019
Lake Point Wealth Management168$6 12/31/2019
     SPEM168$6 12/31/2019
AGF Investments LLC113$4 12/31/2019
     SPEM113$4 12/31/2019
Anfield Capital Management LLC115$4 12/31/2019
     SPEM115$4 12/31/2019
Raab & Moskowitz Asset Management LLC111$4 12/31/2019
     SPEM111$4 12/31/2019
Coastal Investment Advisors Inc.110$4 12/31/2019
     SPEM110$4 12/31/2019
Sterling Investment Advisors Ltd.88$3 12/31/2019
     SPEM88$3 12/31/2019
Lloyd Advisory Services LLC.71$3 12/31/2019
     SPEM71$3 12/31/2019
Lindbrook Capital LLC48$2 12/31/2019
     SPEM48$2 12/31/2019
TCI Wealth Advisors Inc.18$1 12/31/2019
     SPEM18$1 12/31/2019
Princeton Global Asset Management LLC34$1 12/31/2019
     SPEM34$1 12/31/2019
AllSquare Wealth Management LLC3$0 12/31/2019
     SPEM3$0 12/31/2019
Pacitti Group Inc.13$0 12/31/2019
     SPEM13$0 12/31/2019

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

Quotes delayed 20 minutes

Funds Holding SPEM | www.HoldingsChannel.com

Copyright © 2013 - 2020, 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.