HoldingsChannel.com
Funds Holding SPGP

On this page, we present all of the funds holding SPGP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPGP, with a link to that fund's top holdings. The next columns indicate the amount of SPGP stock held by each of the funds holding SPGP, followed by the SPGP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 287 funds holding SPGP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding SPGP), click the fund name in the "Holder" column of the funds-holding-SPGP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley5,089,553$498,980 12/31/2023
     SPGP5,089,553$498,980 12/31/2023
LPL Financial LLC3,328,513$326,327 12/31/2023
     SPGP3,328,513$326,327 12/31/2023
Envestnet Asset Management Inc.1,952,588$191,432 12/31/2023
     SPGP1,952,588$191,432 12/31/2023
Bank of America Corp DE1,522,473$149,263 12/31/2023
     SPGP1,522,473$149,263 12/31/2023
Retirement Planning Group1,225,179$130,469 03/31/2024
     SPGP1,225,179$130,469 03/31/2024
Fifth Third Bancorp1,218,843$119,495 12/31/2023
     SPGP1,218,843$119,495 12/31/2023
Raymond James Financial Services Advisors Inc.1,165,962$114,311 12/31/2023
     SPGP1,165,962$114,311 12/31/2023
Silicon Valley Capital Partners878,833$86,161 12/31/2023
     SPGP878,833$86,161 12/31/2023
Thrivent Financial for Lutherans866,660$84,967 12/31/2023
     SPGP866,660$84,967 12/31/2023
Northwestern Mutual Wealth Management Co.560,654$54,967 12/31/2023
     SPGP560,654$54,967 12/31/2023
Cambridge Investment Research Advisors Inc.557,049$54,613 12/31/2023
     SPGP557,049$54,613 12/31/2023
MML Investors Services LLC528,800$51,844 12/31/2023
     SPGP528,800$51,844 12/31/2023
Wells Fargo & Company MN523,727$51,346 12/31/2023
     SPGP523,727$51,346 12/31/2023
Royal Bank of Canada508,405$49,844 12/31/2023
     SPGP508,405$49,844 12/31/2023
Advisor Group Holdings Inc.495,707$48,611 12/31/2023
     SPGP495,707$48,611 12/31/2023
Kestra Advisory Services LLC474,308$46,501 12/31/2023
     SPGP474,308$46,501 12/31/2023
Commonwealth Equity Services LLC439,527$43,091 12/31/2023
     SPGP439,527$43,091 12/31/2023
JPMorgan Chase & Co.399,863$39,203 12/31/2023
     SPGP399,863$39,203 12/31/2023
Ameriprise Financial Inc.388,099$37,979 12/31/2023
     SPGP388,099$37,979 12/31/2023
UBS Group AG363,383$35,626 12/31/2023
     SPGP363,383$35,626 12/31/2023
Raymond James & Associates297,435$29,161 12/31/2023
     SPGP297,435$29,161 12/31/2023
Affinity Wealth Management LLC234,447$24,966 03/31/2024
     SPGP234,447$24,966 03/31/2024
Eagle Strategies LLC236,954$23,231 12/31/2023
     SPGP236,954$23,231 12/31/2023
Stratos Wealth Partners LTD.213,277$22,712 03/31/2024
     SPGP213,277$22,712 03/31/2024
Howard Financial Services LTD.204,668$21,795 03/31/2024
     SPGP204,668$21,795 03/31/2024
D Orazio & Associates Inc.217,540$21,328 12/31/2023
     SPGP217,540$21,328 12/31/2023
Avantax Advisory Services Inc.214,272$21,007 12/31/2023
     SPGP214,272$21,007 12/31/2023
Stifel Financial Corp200,618$19,671 12/31/2023
     SPGP200,618$19,671 12/31/2023
Wealthcare Advisory Partners LLC178,540$19,013 03/31/2024
     SPGP178,540$19,013 03/31/2024
Global Retirement Partners LLC187,154$17,791 12/31/2023
     SPGP187,154$17,791 12/31/2023
Truist Financial Corp172,968$16,958 12/31/2023
     SPGP172,968$16,958 12/31/2023
Perennial Investment Advisors LLC172,190$16,881 12/31/2023
     SPGP172,190$16,881 12/31/2023
Wealth Enhancement Advisory Services LLC147,399$15,696 03/31/2024
     SPGP147,399$15,696 03/31/2024
HighTower Advisors LLC159,651$15,644 12/31/2023
     SPGP159,651$15,644 12/31/2023
Janney Montgomery Scott LLC145,439$14,259 12/31/2023
     SPGP145,439$14,259 12/31/2023
Envestnet Portfolio Solutions Inc.133,509$13,089 12/31/2023
     SPGP133,509$13,089 12/31/2023
Atria Wealth Solutions Inc.128,472$12,595 12/31/2023
     SPGP128,472$12,595 12/31/2023
Allworth Financial LP119,122$11,679 12/31/2023
     SPGP119,122$11,679 12/31/2023
Park Avenue Securities LLC109,068$11,615 03/31/2024
     SPGP109,068$11,615 03/31/2024
Wealth Management Resources Inc.117,802$11,549 12/31/2023
     SPGP117,802$11,549 12/31/2023
Private Advisor Group LLC117,580$11,528 12/31/2023
     SPGP117,580$11,528 12/31/2023
WESCAP Management Group Inc.116,929$11,464 12/31/2023
     SPGP116,929$11,464 12/31/2023
GeoWealth Management LLC115,423$11,316 12/31/2023
     SPGP115,423$11,316 12/31/2023
Cedar Wealth Management LLC114,431$11,219 12/31/2023
     SPGP114,431$11,219 12/31/2023
TrinityPoint Wealth LLC113,895$11,166 12/31/2023
     SPGP113,895$11,166 12/31/2023
Regal Investment Advisors LLC111,498$10,931 12/31/2023
     SPGP111,498$10,931 12/31/2023
Steward Partners Investment Advisory LLC110,726$10,856 12/31/2023
     SPGP110,726$10,856 12/31/2023
Equitable Holdings Inc.104,767$10,271 12/31/2023
     SPGP104,767$10,271 12/31/2023
Planned Solutions Inc.99,876$9,792 12/31/2023
     SPGP99,876$9,792 12/31/2023
Oppenheimer & Co. Inc.98,495$9,656 12/31/2023
     SPGP98,495$9,656 12/31/2023
AE Wealth Management LLC99,116$9,571 12/31/2023
     SPGP99,116$9,571 12/31/2023
Money Concepts Capital Corp95,199$9,333 12/31/2023
     SPGP95,199$9,333 12/31/2023
Creative Planning91,672$8,988 12/31/2023
     SPGP91,672$8,988 12/31/2023
Flagship Harbor Advisors LLC83,983$8,943 03/31/2024
     SPGP83,983$8,943 03/31/2024
Principle Wealth Partners LLC84,415$8,276 12/31/2023
     SPGP84,415$8,276 12/31/2023
GWM Advisors LLC84,360$8,220 12/31/2023
     SPGP84,360$8,220 12/31/2023
Cetera Investment Advisers81,972$8,037 12/31/2023
     SPGP81,972$8,037 12/31/2023
Financial Advocates Investment Management80,957$7,937 12/31/2023
     SPGP80,957$7,937 12/31/2023
Prudential Financial Inc.80,654$7,907 12/31/2023
     SPGP80,654$7,907 12/31/2023
Thoroughbred Financial Services LLC78,693$7,715 12/31/2023
     SPGP78,693$7,715 12/31/2023
Liberty One Investment Management LLC78,358$7,682 12/31/2023
     SPGP78,358$7,682 12/31/2023
Monticello Wealth Management LLC78,329$7,679 12/31/2023
     SPGP78,329$7,679 12/31/2023
ASB Consultores LLC75,743$7,426 12/31/2023
     SPGP75,743$7,426 12/31/2023
Darrow Company Inc.74,912$7,344 12/31/2023
     SPGP74,912$7,344 12/31/2023
Trademark Financial Management LLC74,037$7,259 12/31/2023
     SPGP74,037$7,259 12/31/2023
Steel Peak Wealth Management LLC67,148$7,151 03/31/2024
     SPGP67,148$7,151 03/31/2024
Scarborough Advisors LLC68,625$6,728 12/31/2023
     SPGP68,625$6,728 12/31/2023
Cozad Asset Management Inc.68,115$6,678 12/31/2023
     SPGP68,115$6,678 12/31/2023
Financial Designs Corp62,670$6,674 03/31/2024
     SPGP62,670$6,674 03/31/2024
Mariner LLC67,872$6,654 12/31/2023
     SPGP67,872$6,654 12/31/2023
Avaii Wealth Management LLC66,217$6,492 12/31/2023
     SPGP66,217$6,492 12/31/2023
WBH Advisory Inc.59,867$6,375 03/31/2024
     SPGP59,867$6,375 03/31/2024
Spinnaker Trust61,461$6,026 12/31/2023
     SPGP61,461$6,026 12/31/2023
Pine Harbor Wealth Management LLC58,466$5,732 12/31/2023
     SPGP58,466$5,732 12/31/2023
Rockefeller Capital Management L.P.57,443$5,632 12/31/2023
     SPGP57,443$5,632 12/31/2023
Stratos Wealth Advisors LLC51,289$5,462 03/31/2024
     SPGP51,289$5,462 03/31/2024
Cetera Advisor Networks LLC53,666$5,261 12/31/2023
     SPGP53,666$5,261 12/31/2023
Family Asset Management LLC52,616$5,158 12/31/2023
     SPGP52,616$5,158 12/31/2023
Level Four Advisory Services LLC51,919$5,090 12/31/2023
     SPGP51,919$5,090 12/31/2023
Santori & Peters Inc.51,752$5,074 12/31/2023
     SPGP51,752$5,074 12/31/2023
Advisor Resource Council51,669$5,066 12/31/2023
     SPGP51,669$5,066 12/31/2023
Breakwater Capital Group46,811$4,985 03/31/2024
     SPGP46,811$4,985 03/31/2024
Proequities Inc.50,364$4,938 12/31/2023
     SPGP50,364$4,938 12/31/2023
Milestone Investment Advisors LLC48,787$4,783 12/31/2023
     SPGP48,787$4,783 12/31/2023
D.A. Davidson & CO.48,660$4,771 12/31/2023
     SPGP48,660$4,771 12/31/2023
Fifth Third Securities Inc.43,790$4,663 03/31/2024
     SPGP43,790$4,663 03/31/2024
Geneos Wealth Management Inc.45,420$4,453 12/31/2023
     SPGP45,420$4,453 12/31/2023
Trilogy Capital Inc.40,777$4,342 03/31/2024
     SPGP40,777$4,342 03/31/2024
Synovus Financial Corp43,177$4,234 12/31/2023
     SPGP43,177$4,234 12/31/2023
Lakeview Capital Partners LLC42,221$4,139 12/31/2023
     SPGP42,221$4,139 12/31/2023
Strategic Blueprint LLC41,998$4,118 12/31/2023
     SPGP41,998$4,118 12/31/2023
Catalytic Wealth RIA LLC41,800$4,098 12/31/2023
     SPGP41,800$4,098 12/31/2023
Pensionmark Financial Group LLC39,467$3,869 12/31/2023
     SPGP39,467$3,869 12/31/2023
Mutual Advisors LLC37,846$3,710 12/31/2023
     SPGP37,846$3,710 12/31/2023
First United Bank Trust37,776$3,704 12/31/2023
     SPGP37,776$3,704 12/31/2023
Lionsbridge Wealth Management LLC36,739$3,602 12/31/2023
     SPGP36,739$3,602 12/31/2023
Renaissance Technologies LLC36,500$3,578 12/31/2023
     SPGP36,500$3,578 12/31/2023
Prospera Financial Services Inc35,600$3,490 12/31/2023
     SPGP35,600$3,490 12/31/2023
Claro Advisors LLC32,764$3,489 03/31/2024
     SPGP32,764$3,489 03/31/2024
Hobbs Group Advisors LLC34,872$3,419 12/31/2023
     SPGP34,872$3,419 12/31/2023
Comerica Bank34,502$3,383 12/31/2023
     SPGP34,502$3,383 12/31/2023
Csenge Advisory Group34,393$3,372 12/31/2023
     SPGP34,393$3,372 12/31/2023
ERn Financial LLC31,636$3,369 03/31/2024
     SPGP31,636$3,369 03/31/2024
Jackson Wealth Management LLC33,002$3,236 12/31/2023
     SPGP33,002$3,236 12/31/2023
Johnson & White Wealth Management LLC29,466$3,138 03/31/2024
     SPGP29,466$3,138 03/31/2024
Lifestyle Asset Management Inc.31,737$3,112 12/31/2023
     SPGP31,737$3,112 12/31/2023
Integrated Wealth Concepts LLC31,340$3,073 12/31/2023
     SPGP31,340$3,073 12/31/2023
Hudock Inc.28,002$2,745 12/31/2023
     SPGP28,002$2,745 12/31/2023
Inspire Advisors LLC27,408$2,687 12/31/2023
     SPGP27,408$2,687 12/31/2023
Sowell Financial Services LLC27,110$2,658 12/31/2023
     SPGP27,110$2,658 12/31/2023
Advisory Services Network LLC26,155$2,564 12/31/2023
     SPGP26,155$2,564 12/31/2023
Focus Financial Network Inc. ADV25,665$2,516 12/31/2023
     SPGP25,665$2,516 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC24,641$2,416 12/31/2023
     SPGP24,641$2,416 12/31/2023
FinTrust Capital Advisors LLC23,920$2,345 12/31/2023
     SPGP23,920$2,345 12/31/2023
Marks Group Wealth Management Inc23,892$2,342 12/31/2023
     SPGP23,892$2,342 12/31/2023
First Heartland Consultants Inc.23,614$2,316 12/31/2023
     SPGP23,614$2,316 12/31/2023
Hilltop Holdings Inc.23,527$2,307 12/31/2023
     SPGP23,527$2,307 12/31/2023
Coulter & Justus Financial Services LLC22,272$2,184 12/31/2023
     SPGP22,272$2,184 12/31/2023
Vima LLC22,195$2,176 12/31/2023
     SPGP22,195$2,176 12/31/2023
Alhambra Investment Partners LLC20,063$2,137 03/31/2024
     SPGP20,063$2,137 03/31/2024
OneAscent Wealth Management LLC18,800$2,002 03/31/2024
     SPGP18,800$2,002 03/31/2024
Calton & Associates Inc.17,921$1,908 03/31/2024
     SPGP17,921$1,908 03/31/2024
Qube Research & Technologies Ltd19,085$1,871 12/31/2023
     SPGP19,085$1,871 12/31/2023
Spectrum Wealth Advisory Group LLC17,211$1,833 03/31/2024
     SPGP17,211$1,833 03/31/2024
Harbour Investments Inc.18,467$1,810 12/31/2023
     SPGP18,467$1,810 12/31/2023
Astoria Portfolio Advisors LLC.17,376$1,777 03/31/2024
     SPGP17,376$1,777 03/31/2024
Atria Investments LLC18,108$1,775 12/31/2023
     SPGP18,108$1,775 12/31/2023
Oxinas Partners Wealth Management LLC16,640$1,772 03/31/2024
     SPGP16,640$1,772 03/31/2024
Andina Capital Management LLC16,618$1,770 03/31/2024
     SPGP16,618$1,770 03/31/2024
Susquehanna International Group LLP17,793$1,744 12/31/2023
     SPGP17,793$1,744 12/31/2023
IAM Advisory LLC16,207$1,726 03/31/2024
     SPGP16,207$1,726 03/31/2024
Baron Financial Group LLC17,374$1,703 12/31/2023
     SPGP17,374$1,703 12/31/2023
Gladstone Institutional Advisory LLC17,174$1,684 12/31/2023
     SPGP17,174$1,684 12/31/2023
OneAscent Financial Services LLC15,593$1,660 03/31/2024
     SPGP15,593$1,660 03/31/2024
Founders Financial Securities LLC15,376$1,637 03/31/2024
     SPGP15,376$1,637 03/31/2024
Citadel Advisors LLC $1,631 12/31/2023
     SPGP19,032$1,866 12/31/2023
     Put4,000$392 12/31/2023
     Call1,600$157 12/31/2023
Beacon Financial Planning Inc.16,412$1,609 12/31/2023
     SPGP16,412$1,609 12/31/2023
CSM Advisors LLC16,000$1,569 12/31/2023
     SPGP16,000$1,569 12/31/2023
TD Waterhouse Canada Inc.16,317$1,568 12/31/2023
     SPGP16,317$1,568 12/31/2023
Brown Advisory Inc.15,892$1,558 12/31/2023
     SPGP15,892$1,558 12/31/2023
Concurrent Investment Advisors LLC14,617$1,433 12/31/2023
     SPGP14,617$1,433 12/31/2023
Cetera Advisors LLC14,357$1,408 12/31/2023
     SPGP14,357$1,408 12/31/2023
Herold Advisors Inc.14,071$1,380 12/31/2023
     SPGP14,071$1,380 12/31/2023
Financial Alternatives Inc13,540$1,327 12/31/2023
     SPGP13,540$1,327 12/31/2023
White Knight Strategic Wealth Advisors LLC13,419$1,316 12/31/2023
     SPGP13,419$1,316 12/31/2023
PFG Advisors13,350$1,309 12/31/2023
     SPGP13,350$1,309 12/31/2023
Dynamic Advisor Solutions LLC12,244$1,304 03/31/2024
     SPGP12,244$1,304 03/31/2024
Magnus Financial Group LLC13,166$1,291 12/31/2023
     SPGP13,166$1,291 12/31/2023
Lincoln National Corp12,979$1,272 12/31/2023
     SPGP12,979$1,272 12/31/2023
Transcend Wealth Collective LLC12,419$1,218 12/31/2023
     SPGP12,419$1,218 12/31/2023
CAP Partners LLC11,215$1,194 03/31/2024
     SPGP11,215$1,194 03/31/2024
Sovereign Financial Group Inc.10,657$1,135 03/31/2024
     SPGP10,657$1,135 03/31/2024
Strategic Financial Concepts LLC11,445$1,122 12/31/2023
     SPGP11,445$1,122 12/31/2023
ORG Partners LLC11,026$1,081 12/31/2023
     SPGP11,026$1,081 12/31/2023
IFP Advisors Inc10,682$1,048 12/31/2023
     SPGP10,682$1,048 12/31/2023
Visionary Wealth Advisors10,534$1,033 12/31/2023
     SPGP10,534$1,033 12/31/2023
Bank of New Hampshire9,480$1,010 03/31/2024
     SPGP9,480$1,010 03/31/2024
Oder Investment Management LLC10,060$986 12/31/2023
     SPGP10,060$986 12/31/2023
Latitude Advisors LLC9,964$977 12/31/2023
     SPGP9,964$977 12/31/2023
Leavell Investment Management Inc.9,955$976 12/31/2023
     SPGP9,955$976 12/31/2023
Integrated Advisors Network LLC9,842$965 12/31/2023
     SPGP9,842$965 12/31/2023
Snowden Capital Advisors LLC9,762$957 12/31/2023
     SPGP9,762$957 12/31/2023
Merit Financial Group LLC9,753$956 12/31/2023
     SPGP9,753$956 12/31/2023
SFI Advisors LLC9,606$942 12/31/2023
     SPGP9,606$942 12/31/2023
Silverlake Wealth Management LLC8,805$938 03/31/2024
     SPGP8,805$938 03/31/2024
Vontobel Holding Ltd.9,531$934 12/31/2023
     SPGP9,531$934 12/31/2023
CWM LLC8,613$917 03/31/2024
     SPGP8,613$917 03/31/2024
Y Intercept Hong Kong Ltd9,268$909 12/31/2023
     SPGP9,268$909 12/31/2023
Total Clarity Wealth Management Inc.8,769$860 12/31/2023
     SPGP8,769$860 12/31/2023
IHT Wealth Management LLC8,684$851 12/31/2023
     SPGP8,684$851 12/31/2023
Spire Wealth Management8,584$821 12/31/2023
     SPGP8,584$821 12/31/2023
Invst LLC8,192$788 12/31/2023
     SPGP8,192$788 12/31/2023
Phraction Management LLC7,700$755 12/31/2023
     SPGP7,700$755 12/31/2023
Opal Wealth Advisors LLC6,770$721 03/31/2024
     SPGP6,770$721 03/31/2024
Nwam LLC7,262$712 12/31/2023
     SPGP7,262$712 12/31/2023
Sigma Planning Corp7,109$697 12/31/2023
     SPGP7,109$697 12/31/2023
Keeler Thomas Management LLC6,825$669 12/31/2023
     SPGP6,825$669 12/31/2023
Private Trust Co. NA6,761$663 12/31/2023
     SPGP6,761$663 12/31/2023
Investors Research Corp6,393$627 12/31/2023
     SPGP6,393$627 12/31/2023
Belpointe Asset Management LLC6,299$618 12/31/2023
     SPGP6,299$618 12/31/2023
Schrum Private Wealth Management LLC6,241$612 12/31/2023
     SPGP6,241$612 12/31/2023
Kovack Advisors Inc.6,228$611 12/31/2023
     SPGP6,228$611 12/31/2023
Trexquant Investment LP6,183$606 12/31/2023
     SPGP6,183$606 12/31/2023
Creative Financial Designs Inc. ADV5,984$587 12/31/2023
     SPGP5,984$587 12/31/2023
Change Path LLC5,933$582 12/31/2023
     SPGP5,933$582 12/31/2023
Institute for Wealth Management LLC.5,900$578 12/31/2023
     SPGP5,900$578 12/31/2023
Kingsview Wealth Management LLC5,628$552 12/31/2023
     SPGP5,628$552 12/31/2023
Per Stirling Capital Management LLC.5,624$551 12/31/2023
     SPGP5,624$551 12/31/2023
Jacobi Capital Management LLC5,585$547 12/31/2023
     SPGP5,585$547 12/31/2023
Austin Private Wealth LLC5,136$546 03/31/2024
     SPGP5,136$546 03/31/2024
High Note Wealth LLC5,526$542 12/31/2023
     SPGP5,526$542 12/31/2023
PFG Investments LLC5,410$530 12/31/2023
     SPGP5,410$530 12/31/2023
D. E. Shaw & Co. Inc.5,255$515 12/31/2023
     SPGP5,255$515 12/31/2023
Ameritas Advisory Services LLC5,100$504 12/31/2023
     SPGP5,100$504 12/31/2023
Grimes & Company Inc.4,580$488 03/31/2024
     SPGP4,580$488 03/31/2024
Golden State Equity Partners4,884$479 12/31/2023
     SPGP4,884$479 12/31/2023
Barry Investment Advisors LLC4,486$478 03/31/2024
     SPGP4,486$478 03/31/2024
Raymond James Trust N.A.4,810$472 12/31/2023
     SPGP4,810$472 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,780$469 12/31/2023
     SPGP4,780$469 12/31/2023
Capital Advisory Group Advisory Services LLC4,348$463 03/31/2024
     SPGP4,348$463 03/31/2024
FMR LLC4,546$446 12/31/2023
     SPGP4,546$446 12/31/2023
Perigon Wealth Management LLC4,447$436 12/31/2023
     SPGP4,447$436 12/31/2023
Cedar Brook Financial Partners LLC3,918$417 03/31/2024
     SPGP3,918$417 03/31/2024
Arete Wealth Advisors LLC4,232$415 12/31/2023
     SPGP4,232$415 12/31/2023
Fisher Asset Management LLC4,182$410 12/31/2023
     SPGP4,182$410 12/31/2023
Walled Lake Planning & Wealth Management LLC4,098$402 12/31/2023
     SPGP4,098$402 12/31/2023
Trustmark National Bank Trust Department4,000$392 12/31/2023
     SPGP4,000$392 12/31/2023
Koshinski Asset Management Inc.3,983$390 12/31/2023
     SPGP3,983$390 12/31/2023
Lifeworks Advisors LLC3,977$390 12/31/2023
     SPGP3,977$390 12/31/2023
Elevated Capital Advisors LLC3,529$376 03/31/2024
     SPGP3,529$376 03/31/2024
Great Valley Advisor Group Inc.3,472$340 12/31/2023
     SPGP3,472$340 12/31/2023
ProVise Management Group LLC3,340$327 12/31/2023
     SPGP3,340$327 12/31/2023
Lion Street Advisors LLC3,325$326 03/31/2024
     SPGP3,325$326 03/31/2024
Verum Partners LLC2,990$318 03/31/2024
     SPGP2,990$318 03/31/2024
LGT Financial Advisors LLC3,144$308 12/31/2023
     SPGP3,144$308 12/31/2023
Park Place Capital Corp2,860$305 03/31/2024
     SPGP2,860$305 03/31/2024
RDA Financial Network2,848$303 03/31/2024
     SPGP2,848$303 03/31/2024
Smith Moore & CO.3,008$295 12/31/2023
     SPGP3,008$295 12/31/2023
SYM FINANCIAL Corp2,998$294 12/31/2023
     SPGP2,998$294 12/31/2023
Nvest Financial LLC2,752$293 03/31/2024
     SPGP2,752$293 03/31/2024
Triangle Securities Wealth Management2,712$289 03/31/2024
     SPGP2,712$289 03/31/2024
Eqis Capital Management Inc.2,932$287 12/31/2023
     SPGP2,932$287 12/31/2023
Tidemark LLC2,918$286 12/31/2023
     SPGP2,918$286 12/31/2023
Detalus Advisors LLC2,893$284 12/31/2023
     SPGP2,893$284 12/31/2023
West Branch Capital LLC2,875$282 12/31/2023
     SPGP2,875$282 12/31/2023
Aspire Wealth Management Corp2,849$279 12/31/2023
     SPGP2,849$279 12/31/2023
Fifth Third Wealth Advisors LLC2,610$278 03/31/2024
     SPGP2,610$278 03/31/2024
Wharton Business Group LLC2,830$277 12/31/2023
     SPGP2,830$277 12/31/2023
Stock Yards Bank & Trust Co.2,700$265 12/31/2023
     SPGP2,700$265 12/31/2023
US Bancorp DE2,599$255 12/31/2023
     SPGP2,599$255 12/31/2023
WealthTrust Asset Management LLC2,574$252 12/31/2023
     SPGP2,574$252 12/31/2023
Sar Wealth Management Group LLC2,346$250 03/31/2024
     SPGP2,346$250 03/31/2024
Iams Wealth Management LLC2,470$248 03/31/2024
     SPGP2,470$248 03/31/2024
Essex Savings Bank2,500$245 12/31/2023
     SPGP2,500$245 12/31/2023
Clearwater Capital Advisors LLC2,464$242 12/31/2023
     SPGP2,464$242 12/31/2023
Private Client Services LLC2,313$227 12/31/2023
     SPGP2,313$227 12/31/2023
Kestra Private Wealth Services LLC2,235$219 12/31/2023
     SPGP2,235$219 12/31/2023
Bank of Montreal Can2,129$211 12/31/2023
     SPGP2,129$211 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,103$206 12/31/2023
     SPGP2,103$206 12/31/2023
Canvas Wealth Advisors LLC2,111$202 12/31/2023
     SPGP2,111$202 12/31/2023
Mather Group LLC.2,002$196 03/31/2024
     SPGP2,002$196 03/31/2024
Wagner Wealth Management LLC1,565$153 12/31/2023
     SPGP1,565$153 12/31/2023
Resurgent Financial Advisors LLC1,423$140 12/31/2023
     SPGP1,423$140 12/31/2023
Capital Analysts LLC1,234$121 12/31/2023
     SPGP1,234$121 12/31/2023
EP Wealth Advisors LLC1,200$118 12/31/2023
     SPGP1,200$118 12/31/2023
Fortis Advisors LLC1,001$98 12/31/2023
     SPGP1,001$98 12/31/2023
Householder Group Estate & Retirement Specialist LLC922$90 12/31/2023
     SPGP922$90 12/31/2023
BlackRock Inc.828$81 12/31/2023
     SPGP828$81 12/31/2023
Archer Investment Corp758$74 12/31/2023
     SPGP758$74 12/31/2023
First Command Advisory Services Inc.701$69 12/31/2023
     SPGP701$69 12/31/2023
Advisors Preferred LLC639$63 12/31/2023
     SPGP639$63 12/31/2023
Stephens Consulting LLC586$62 03/31/2024
     SPGP586$62 03/31/2024
Edmond DE Rothschild Holding S.A.623$61 12/31/2023
     SPGP623$61 12/31/2023
Highlander Capital Management LLC600$59 12/31/2023
     SPGP600$59 12/31/2023
Gradient Investments LLC605$59 12/31/2023
     SPGP605$59 12/31/2023
ICA Group Wealth Management LLC540$53 12/31/2023
     SPGP540$53 12/31/2023
Pinnacle Bank483$51 03/31/2024
     SPGP483$51 03/31/2024
The PNC Financial Services Group Inc.515$50 12/31/2023
     SPGP515$50 12/31/2023
Thompson Investment Management Inc.445$47 03/31/2024
     SPGP445$47 03/31/2024
HBC Financial Services PLLC460$45 12/31/2023
     SPGP460$45 12/31/2023
Signaturefd LLC423$41 12/31/2023
     SPGP423$41 12/31/2023
IAG Wealth Partners LLC407$40 12/31/2023
     SPGP407$40 12/31/2023
Blair William & Co. IL400$39 12/31/2023
     SPGP400$39 12/31/2023
Tower Research Capital LLC TRC 398$39 12/31/2023
     SPGP398$39 12/31/2023
Richard W. Paul & Associates LLC392$38 12/31/2023
     SPGP392$38 12/31/2023
Aptus Capital Advisors LLC379$37 12/31/2023
     SPGP379$37 12/31/2023
Planning Capital Management Corp355$35 12/31/2023
     SPGP355$35 12/31/2023
Sound Income Strategies LLC260$28 03/31/2024
     SPGP260$28 03/31/2024
Venturi Wealth Management LLC251$25 12/31/2023
     SPGP251$25 12/31/2023
National Bank of Canada FI230$23 12/31/2023
     SPGP230$23 12/31/2023
Principal Securities Inc.157$15 12/31/2023
     SPGP157$15 12/31/2023
Logan Capital Management Inc.154$15 12/31/2023
     SPGP154$15 12/31/2023
Winch Advisory Services LLC154$15 12/31/2023
     SPGP154$15 12/31/2023
Davis Capital Management101$11 03/31/2024
     SPGP101$11 03/31/2024
Tompkins Financial Corp91$10 03/31/2024
     SPGP91$10 03/31/2024
Pacifica Partners Inc.100$10 03/31/2024
     SPGP100$10 03/31/2024
MTM Investment Management LLC88$9 12/31/2023
     SPGP88$9 12/31/2023
Simplex Trading LLC88$8 12/31/2023
     SPGP88$8 12/31/2023
Richardson Capital Management LLC56$6 03/31/2024
     SPGP56$6 03/31/2024
Bogart Wealth LLC56$5 12/31/2023
     SPGP56$5 12/31/2023
Contravisory Investment Management Inc.25$3 03/31/2024
     SPGP25$3 03/31/2024
GPS Wealth Strategies Group LLC25$2 12/31/2023
     SPGP25$2 12/31/2023
Evolution Advisers Inc.18$2 12/31/2023
     SPGP18$2 12/31/2023
Glassman Wealth Services10$1 12/31/2023
     SPGP10$1 12/31/2023
Retirement Group LLC7$1 12/31/2023
     SPGP7$1 12/31/2023
MCF Advisors LLC1$0 03/31/2024
     SPGP1$0 03/31/2024
DHJJ Financial Advisors Ltd.1$0 03/31/2024
     SPGP1$0 03/31/2024
Larson Financial Group LLC2$0 12/31/2023
     SPGP2$0 12/31/2023

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

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