HoldingsChannel.com
On this page, we present all of the funds holding SPHB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPHB, with a link to that fund's top holdings. The next columns indicate the amount of SPHB stock held by each of the funds holding SPHB, followed by the SPHB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 118 funds holding SPHB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding SPHB), click the fund name in the "Holder" column of the funds-holding-SPHB table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Bank of America Corp DE | 812,500 | $66,950 | 12/31/2023 |
| SPHB | 812,500 | $66,950 | 12/31/2023 |
| Wells Fargo & Company MN | 475,958 | $39,219 | 12/31/2023 |
| SPHB | 475,958 | $39,219 | 12/31/2023 |
| LPL Financial LLC | 321,512 | $26,493 | 12/31/2023 |
| SPHB | 321,512 | $26,493 | 12/31/2023 |
| Morgan Stanley | 264,939 | $21,831 | 12/31/2023 |
| SPHB | 264,939 | $21,831 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 220,221 | $19,322 | 03/31/2024 |
| SPHB | 220,221 | $19,322 | 03/31/2024 |
| Raymond James & Associates | 203,164 | $17,826 | 03/31/2024 |
| SPHB | 203,164 | $17,826 | 03/31/2024 |
| Royal Bank of Canada | 154,558 | $12,736 | 12/31/2023 |
| SPHB | 154,558 | $12,736 | 12/31/2023 |
| Sykon Capital LLC | 130,938 | $10,789 | 12/31/2023 |
| SPHB | 130,938 | $10,789 | 12/31/2023 |
| Fischer Investment Strategies LLC | 109,225 | $9,000 | 12/31/2023 |
| SPHB | 109,225 | $9,000 | 12/31/2023 |
| MML Investors Services LLC | 90,958 | $7,495 | 12/31/2023 |
| SPHB | 90,958 | $7,495 | 12/31/2023 |
| Jane Street Group LLC | 79,637 | $6,562 | 12/31/2023 |
| SPHB | 79,637 | $6,562 | 12/31/2023 |
| Wealth Quarterback LLC | 74,302 | $6,122 | 12/31/2023 |
| SPHB | 74,302 | $6,122 | 12/31/2023 |
| HRT Financial LP | 62,489 | $5,149 | 12/31/2023 |
| SPHB | 62,489 | $5,149 | 12/31/2023 |
| Envestnet Asset Management Inc. | 60,562 | $4,990 | 12/31/2023 |
| SPHB | 60,562 | $4,990 | 12/31/2023 |
| NTV Asset Management LLC | 58,125 | $4,790 | 12/31/2023 |
| SPHB | 58,125 | $4,790 | 12/31/2023 |
| Vestmark Advisory Solutions Inc. | 54,553 | $4,495 | 12/31/2023 |
| SPHB | 54,553 | $4,495 | 12/31/2023 |
| Cumberland Partners Ltd | 51,805 | $4,247 | 12/31/2023 |
| SPHB | 51,805 | $4,247 | 12/31/2023 |
| BNP Paribas Arbitrage SA | 50,289 | $4,144 | 12/31/2023 |
| SPHB | 50,289 | $4,144 | 12/31/2023 |
| Advisor Group Holdings Inc. | 49,107 | $4,047 | 12/31/2023 |
| SPHB | 49,107 | $4,047 | 12/31/2023 |
| Deane Retirement Strategies Inc. | 44,781 | $3,924 | 03/31/2024 |
| SPHB | 44,781 | $3,924 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 43,276 | $3,797 | 03/31/2024 |
| SPHB | 43,276 | $3,797 | 03/31/2024 |
| GTS Securities LLC | 43,196 | $3,560 | 12/31/2023 |
| SPHB | 43,196 | $3,560 | 12/31/2023 |
| Creative Planning | 42,539 | $3,505 | 12/31/2023 |
| SPHB | 42,539 | $3,505 | 12/31/2023 |
 Susquehanna International Group LLP | $3,387 | 12/31/2023 | |
| SPHB | 28,200 | $2,324 | 12/31/2023 |
| Call | 26,100 | $2,151 | 12/31/2023 |
| Put | 13,200 | $1,088 | 12/31/2023 |
| Two Sigma Investments LP | 40,300 | $3,321 | 12/31/2023 |
| SPHB | 40,300 | $3,321 | 12/31/2023 |
| Hilltop Holdings Inc. | 39,183 | $3,229 | 12/31/2023 |
| SPHB | 39,183 | $3,229 | 12/31/2023 |
| Goldman Sachs Group Inc. | 37,096 | $3,057 | 12/31/2023 |
| SPHB | 37,096 | $3,057 | 12/31/2023 |
| UBS Group AG | 33,744 | $2,781 | 12/31/2023 |
| SPHB | 33,744 | $2,781 | 12/31/2023 |
| E&G Advisors LP | 28,311 | $2,484 | 03/31/2024 |
| SPHB | 28,311 | $2,484 | 03/31/2024 |
| D. Scott Neal Inc. | 27,072 | $2,375 | 03/31/2024 |
| SPHB | 27,072 | $2,375 | 03/31/2024 |
| Ayalon Holdings Ltd. | 26,021 | $2,283 | 03/31/2024 |
| SPHB | 26,021 | $2,283 | 03/31/2024 |
| D.A. Davidson & CO. | 27,207 | $2,242 | 12/31/2023 |
| SPHB | 27,207 | $2,242 | 12/31/2023 |
| GWM Advisors LLC | 25,352 | $2,078 | 12/31/2023 |
| SPHB | 25,352 | $2,078 | 12/31/2023 |
| Ameriprise Financial Inc. | 24,965 | $2,057 | 12/31/2023 |
| SPHB | 24,965 | $2,057 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 19,164 | $1,681 | 03/31/2024 |
| SPHB | 19,164 | $1,681 | 03/31/2024 |
| JPMorgan Chase & Co. | 20,356 | $1,677 | 12/31/2023 |
| SPHB | 20,356 | $1,677 | 12/31/2023 |
| Money Concepts Capital Corp | 19,733 | $1,626 | 12/31/2023 |
| SPHB | 19,733 | $1,626 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 19,438 | $1,602 | 12/31/2023 |
| SPHB | 19,438 | $1,602 | 12/31/2023 |
| Citadel Advisors LLC | $1,314 | 12/31/2023 | |
| SPHB | 20,942 | $1,726 | 12/31/2023 |
| Put | 9,700 | $799 | 12/31/2023 |
| Call | 4,700 | $387 | 12/31/2023 |
| Summit Financial Group Inc. | 13,225 | $1,160 | 03/31/2024 |
| SPHB | 13,225 | $1,160 | 03/31/2024 |
| L.M. Kohn & Company | 12,025 | $1,055 | 03/31/2024 |
| SPHB | 12,025 | $1,055 | 03/31/2024 |
| Proficio Capital Partners LLC | 12,257 | $1,010 | 12/31/2023 |
| SPHB | 12,257 | $1,010 | 12/31/2023 |
| PFG Advisors | 11,990 | $988 | 12/31/2023 |
| SPHB | 11,990 | $988 | 12/31/2023 |
| Legacy Financial Strategies LLC | 10,505 | $922 | 03/31/2024 |
| SPHB | 10,505 | $922 | 03/31/2024 |
| Kestra Advisory Services LLC | 10,733 | $884 | 12/31/2023 |
| SPHB | 10,733 | $884 | 12/31/2023 |
| Capital Advisors Ltd. LLC | 10,045 | $881 | 03/31/2024 |
| SPHB | 10,045 | $881 | 03/31/2024 |
| Commonwealth Equity Services LLC | 10,689 | $881 | 12/31/2023 |
| SPHB | 10,689 | $881 | 12/31/2023 |
| Two Sigma Advisers LP | 10,400 | $857 | 12/31/2023 |
| SPHB | 10,400 | $857 | 12/31/2023 |
| Oppenheimer Asset Management Inc. | 10,322 | $851 | 12/31/2023 |
| SPHB | 10,322 | $851 | 12/31/2023 |
| Private Advisor Group LLC | 10,124 | $834 | 12/31/2023 |
| SPHB | 10,124 | $834 | 12/31/2023 |
| Koshinski Asset Management Inc. | 10,064 | $829 | 12/31/2023 |
| SPHB | 10,064 | $829 | 12/31/2023 |
| Renaissance Technologies LLC | 8,900 | $733 | 12/31/2023 |
| SPHB | 8,900 | $733 | 12/31/2023 |
| Toroso Investments LLC | 8,895 | $733 | 12/31/2023 |
| SPHB | 8,895 | $733 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 8,178 | $718 | 03/31/2024 |
| SPHB | 8,178 | $718 | 03/31/2024 |
| Weaver Consulting Group | 7,164 | $629 | 03/31/2024 |
| SPHB | 7,164 | $629 | 03/31/2024 |
| Trexquant Investment LP | 6,989 | $576 | 12/31/2023 |
| SPHB | 6,989 | $576 | 12/31/2023 |
| IFP Advisors Inc | 6,911 | $569 | 12/31/2023 |
| SPHB | 6,911 | $569 | 12/31/2023 |
| New England Professional Planning Group Inc. | 5,819 | $511 | 03/31/2024 |
| SPHB | 5,819 | $511 | 03/31/2024 |
| Vontobel Holding Ltd. | 6,182 | $510 | 12/31/2023 |
| SPHB | 6,182 | $510 | 12/31/2023 |
| IHT Wealth Management LLC | 6,122 | $504 | 12/31/2023 |
| SPHB | 6,122 | $504 | 12/31/2023 |
| Avantax Advisory Services Inc. | 5,844 | $482 | 12/31/2023 |
| SPHB | 5,844 | $482 | 12/31/2023 |
| Stratos Wealth Advisors LLC | 5,470 | $480 | 03/31/2024 |
| SPHB | 5,470 | $480 | 03/31/2024 |
| One Wealth Management Investment & Advisory Services LLC | 5,722 | $471 | 12/31/2023 |
| SPHB | 5,722 | $471 | 12/31/2023 |
| Gateway Wealth Partners LLC | 5,640 | $465 | 12/31/2023 |
| SPHB | 5,640 | $465 | 12/31/2023 |
| Bank of Montreal Can | 5,396 | $449 | 12/31/2023 |
| SPHB | 5,396 | $449 | 12/31/2023 |
| TRUE Private Wealth Advisors | 4,847 | $425 | 03/31/2024 |
| SPHB | 4,847 | $425 | 03/31/2024 |
| Cetera Advisor Networks LLC | 5,001 | $412 | 12/31/2023 |
| SPHB | 5,001 | $412 | 12/31/2023 |
| D. E. Shaw & Co. Inc. | 4,900 | $404 | 12/31/2023 |
| SPHB | 4,900 | $404 | 12/31/2023 |
| Quadcap Wealth Management LLC | 4,900 | $404 | 12/31/2023 |
| SPHB | 4,900 | $404 | 12/31/2023 |
| HighTower Advisors LLC | 4,868 | $397 | 12/31/2023 |
| SPHB | 4,868 | $397 | 12/31/2023 |
| Greenwood Capital Associates LLC | 4,784 | $394 | 12/31/2023 |
| SPHB | 4,784 | $394 | 12/31/2023 |
| Gradient Investments LLC | 4,382 | $384 | 03/31/2024 |
| SPHB | 4,382 | $384 | 03/31/2024 |
| Prospera Financial Services Inc | 4,305 | $355 | 12/31/2023 |
| SPHB | 4,305 | $355 | 12/31/2023 |
| Ignite Planners LLC | 3,876 | $338 | 03/31/2024 |
| SPHB | 3,876 | $338 | 03/31/2024 |
| Sequent Asset Management LLC | 3,835 | $336 | 03/31/2024 |
| SPHB | 3,835 | $336 | 03/31/2024 |
| Townsend Asset Management Corp NC ADV | 4,030 | $332 | 12/31/2023 |
| SPHB | 4,030 | $332 | 12/31/2023 |
| Betterment LLC | 3,848 | $317 | 12/31/2023 |
| SPHB | 3,848 | $317 | 12/31/2023 |
| Fingerlakes Wealth Management Inc. | 3,485 | $306 | 03/31/2024 |
| SPHB | 3,485 | $306 | 03/31/2024 |
| XML Financial LLC | 3,229 | $266 | 12/31/2023 |
| SPHB | 3,229 | $266 | 12/31/2023 |
| Comerica Bank | 3,195 | $263 | 12/31/2023 |
| SPHB | 3,195 | $263 | 12/31/2023 |
| Advisory Services Network LLC | 2,933 | $242 | 12/31/2023 |
| SPHB | 2,933 | $242 | 12/31/2023 |
| VitalStone Financial LLC | 2,795 | $230 | 12/31/2023 |
| SPHB | 2,795 | $230 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 2,713 | $224 | 12/31/2023 |
| SPHB | 2,713 | $224 | 12/31/2023 |
| Equitable Holdings Inc. | 2,649 | $218 | 12/31/2023 |
| SPHB | 2,649 | $218 | 12/31/2023 |
| Oppenheimer & Co. Inc. | 2,628 | $217 | 12/31/2023 |
| SPHB | 2,628 | $217 | 12/31/2023 |
| SPC Financial Inc. | 2,600 | $214 | 12/31/2023 |
| SPHB | 2,600 | $214 | 12/31/2023 |
| Colony Group LLC | 2,595 | $214 | 12/31/2023 |
| SPHB | 2,595 | $214 | 12/31/2023 |
| CWM LLC | 2,075 | $182 | 03/31/2024 |
| SPHB | 2,075 | $182 | 03/31/2024 |
| MGB Wealth Management LLC | 2,177 | $179 | 12/31/2023 |
| SPHB | 2,177 | $179 | 12/31/2023 |
| TD Waterhouse Canada Inc. | 2,138 | $176 | 12/31/2023 |
| SPHB | 2,138 | $176 | 12/31/2023 |
| Global Retirement Partners LLC | 1,143 | $100 | 03/31/2024 |
| SPHB | 1,143 | $100 | 03/31/2024 |
| Allworth Financial LP | 1,133 | $99 | 03/31/2024 |
| SPHB | 1,133 | $99 | 03/31/2024 |
| Tower Research Capital LLC TRC | 1,118 | $92 | 12/31/2023 |
| SPHB | 1,118 | $92 | 12/31/2023 |
| FMR LLC | 1,094 | $90 | 12/31/2023 |
| SPHB | 1,094 | $90 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 966 | $80 | 12/31/2023 |
| SPHB | 966 | $80 | 12/31/2023 |
| Geneos Wealth Management Inc. | 912 | $75 | 12/31/2023 |
| SPHB | 912 | $75 | 12/31/2023 |
| Parallel Advisors LLC | 725 | $60 | 12/31/2023 |
| SPHB | 725 | $60 | 12/31/2023 |
| Householder Group Estate & Retirement Specialist LLC | 706 | $58 | 12/31/2023 |
| SPHB | 706 | $58 | 12/31/2023 |
| Horrell Capital Management Inc. | 615 | $54 | 03/31/2024 |
| SPHB | 615 | $54 | 03/31/2024 |
| Delos Wealth Advisors LLC | 627 | $52 | 12/31/2023 |
| SPHB | 627 | $52 | 12/31/2023 |
| Coppell Advisory Solutions LLC | 612 | $50 | 12/31/2023 |
| SPHB | 612 | $50 | 12/31/2023 |
| Archer Investment Corp | 364 | $30 | 12/31/2023 |
| SPHB | 364 | $30 | 12/31/2023 |
| BOK Financial Private Wealth Inc. | 245 | $20 | 12/31/2023 |
| SPHB | 245 | $20 | 12/31/2023 |
| Cape Investment Advisory Inc. | 238 | $20 | 12/31/2023 |
| SPHB | 238 | $20 | 12/31/2023 |
| Legend Financial Advisors Inc. | 204 | $18 | 03/31/2024 |
| SPHB | 204 | $18 | 03/31/2024 |
| City Holding Co. | 175 | $15 | 03/31/2024 |
| SPHB | 175 | $15 | 03/31/2024 |
| Retirement Group LLC | 184 | $15 | 12/31/2023 |
| SPHB | 184 | $15 | 12/31/2023 |
| Riggs Asset Managment Co. Inc. | 153 | $13 | 12/31/2023 |
| SPHB | 153 | $13 | 12/31/2023 |
| Optimum Investment Advisors | 111 | $10 | 03/31/2024 |
| SPHB | 111 | $10 | 03/31/2024 |
| Tyler Stone Wealth Management | 105 | $9 | 12/31/2023 |
| SPHB | 105 | $9 | 12/31/2023 |
| ORG Partners LLC | 60 | $5 | 12/31/2023 |
| SPHB | 60 | $5 | 12/31/2023 |
| Cutler Group LP | 35 | $3 | 03/31/2024 |
| SPHB | 35 | $3 | 03/31/2024 |
| Pinnacle Bank | 37 | $3 | 03/31/2024 |
| SPHB | 37 | $3 | 03/31/2024 |
| Tidemark LLC | 34 | $3 | 12/31/2023 |
| SPHB | 34 | $3 | 12/31/2023 |
| Citigroup Inc. | 26 | $2 | 12/31/2023 |
| SPHB | 26 | $2 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 30 | $2 | 12/31/2023 |
| SPHB | 30 | $2 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| SPHB | 0 | $0 | 12/31/2023 |
| Wolverine Trading LLC | $-247 | 12/31/2023 | |
| Put | 3,000 | $247 | 12/31/2023 |
| Belvedere Trading LLC | 16,200 | $-1,335 | 12/31/2023 |
| Put | 16,200 | $1,335 | 12/31/2023 |
See Summary: Institutional Holders of SPHB
See Details: Top 10 Hedge Funds Holding SPHB
Also See: SPHB Holdings Changes
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