HoldingsChannel.com



Funds Holding SPHY

On this page, we present all of the funds holding SPHY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPHY, with a link to that fund's top holdings. The next columns indicate the amount of SPHY stock held by each of the funds holding SPHY, followed by the SPHY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 271 funds holding SPHY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Sei Investments Co.. For more details on the positions held by Sei Investments Co. (or by any of the other funds holding SPHY), click the fund name in the "Holder" column of the funds-holding-SPHY table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Sei Investments Co.18,082,541$422,771 12/31/2023
     SPHY18,082,541$422,771 12/31/2023
Adventist Health System Sunbelt Healthcare Corp10,839,000$253,416 12/31/2023
     SPHY10,839,000$253,416 12/31/2023
Wells Fargo & Company MN8,045,016$188,092 12/31/2023
     SPHY8,045,016$188,092 12/31/2023
Bank of America Corp DE4,876,996$114,024 12/31/2023
     SPHY4,876,996$114,024 12/31/2023
Nepc LLC3,999,669$93,512 12/31/2023
     SPHY3,999,669$93,512 12/31/2023
Ameriprise Financial Inc.3,637,411$85,047 12/31/2023
     SPHY3,637,411$85,047 12/31/2023
LPL Financial LLC2,806,607$65,618 12/31/2023
     SPHY2,806,607$65,618 12/31/2023
State of New Jersey Common Pension Fund D2,800,000$65,464 12/31/2023
     SPHY2,800,000$65,464 12/31/2023
Morgan Stanley2,717,288$63,530 12/31/2023
     SPHY2,717,288$63,530 12/31/2023
Neuberger Berman Group LLC2,398,395$56,074 12/31/2023
     SPHY2,398,395$56,074 12/31/2023
1832 Asset Management L.P.2,274,104$53,169 12/31/2023
     SPHY2,274,104$53,169 12/31/2023
Municipal Employees Retirement System of Michigan2,241,710$52,590 03/31/2024
     SPHY2,241,710$52,590 03/31/2024
Kensington Asset Management LLC2,224,800$52,016 12/31/2023
     SPHY2,224,800$52,016 12/31/2023
Wright Fund Managment LLC2,014,076$47,089 12/31/2023
     SPHY2,014,076$47,089 12/31/2023
Capital Analysts LLC1,755,989$41,055 12/31/2023
     SPHY1,755,989$41,055 12/31/2023
Atlas Private Wealth Advisors1,503,264$35,146 12/31/2023
     SPHY1,503,264$35,146 12/31/2023
Allspring Global Investments Holdings LLC1,345,914$31,575 03/31/2024
     SPHY1,345,914$31,575 03/31/2024
Donoghue Forlines LLC1,214,790$28,402 12/31/2023
     SPHY1,214,790$28,402 12/31/2023
Envestnet Asset Management Inc.1,202,927$28,124 12/31/2023
     SPHY1,202,927$28,124 12/31/2023
CWM LLC1,088,041$25,525 03/31/2024
     SPHY1,088,041$25,525 03/31/2024
Great Valley Advisor Group Inc.858,216$20,065 12/31/2023
     SPHY858,216$20,065 12/31/2023
Kohmann Bosshard Financial Services LLC770,456$18,075 03/31/2024
     SPHY770,456$18,075 03/31/2024
Willis Johnson & Associates Inc.768,561$18,030 03/31/2024
     SPHY768,561$18,030 03/31/2024
Syntegra Private Wealth Group LLC754,681$17,644 12/31/2023
     SPHY754,681$17,644 12/31/2023
Cambridge Investment Research Advisors Inc.724,989$16,950 12/31/2023
     SPHY724,989$16,950 12/31/2023
Hilltop Partners LLC659,139$15,411 12/31/2023
     SPHY659,139$15,411 12/31/2023
One Capital Management LLC644,309$15,064 12/31/2023
     SPHY644,309$15,064 12/31/2023
Thrivent Financial for Lutherans623,036$14,567 12/31/2023
     SPHY623,036$14,567 12/31/2023
Benjamin F. Edwards & Company Inc.581,103$13,586 12/31/2023
     SPHY581,103$13,586 12/31/2023
Voya Investment Management LLC569,187$13,308 12/31/2023
     SPHY569,187$13,308 12/31/2023
Cetera Advisor Networks LLC524,494$12,263 12/31/2023
     SPHY524,494$12,263 12/31/2023
Capital Advisors Inc. OK493,056$11,528 12/31/2023
     SPHY493,056$11,528 12/31/2023
Bensler LLC477,273$11,159 12/31/2023
     SPHY477,273$11,159 12/31/2023
Truist Financial Corp463,177$10,829 12/31/2023
     SPHY463,177$10,829 12/31/2023
Advisor Group Holdings Inc.447,243$10,458 12/31/2023
     SPHY447,243$10,458 12/31/2023
BOKF NA446,619$10,442 12/31/2023
     SPHY446,619$10,442 12/31/2023
NewSquare Capital LLC421,610$9,857 12/31/2023
     SPHY421,610$9,857 12/31/2023
MML Investors Services LLC413,848$9,676 12/31/2023
     SPHY413,848$9,676 12/31/2023
Hotchkis & Wiley Capital Management LLC400,000$9,352 12/31/2023
     SPHY400,000$9,352 12/31/2023
Vestmark Advisory Solutions Inc.389,682$9,111 12/31/2023
     SPHY389,682$9,111 12/31/2023
AE Wealth Management LLC313,859$7,363 12/31/2023
     SPHY313,859$7,363 12/31/2023
ProVise Management Group LLC307,213$7,183 12/31/2023
     SPHY307,213$7,183 12/31/2023
UBS Asset Management Americas Inc.306,000$7,154 12/31/2023
     SPHY306,000$7,154 12/31/2023
Hart & Patterson Financial Group LLC304,850$7,152 03/31/2024
     SPHY304,850$7,152 03/31/2024
Asset Allocation & Management Company LLC294,400$6,907 03/31/2024
     SPHY294,400$6,907 03/31/2024
Stadion Money Management LLC277,629$6,491 12/31/2023
     SPHY277,629$6,491 12/31/2023
Renaissance Technologies LLC274,100$6,408 12/31/2023
     SPHY274,100$6,408 12/31/2023
Winthrop Capital Management LLC269,322$6,297 12/31/2023
     SPHY269,322$6,297 12/31/2023
Raymond James & Associates264,893$6,214 03/31/2024
     SPHY264,893$6,214 03/31/2024
Aire Advisors LLC254,286$5,948 12/31/2023
     SPHY254,286$5,948 12/31/2023
Crestmont Private Wealth LLC247,983$5,818 03/31/2024
     SPHY247,983$5,818 03/31/2024
Strategic Financial Planning Inc.247,248$5,800 03/31/2024
     SPHY247,248$5,800 03/31/2024
Flagship Harbor Advisors LLC246,916$5,793 03/31/2024
     SPHY246,916$5,793 03/31/2024
Advisory Alpha LLC247,225$5,780 12/31/2023
     SPHY247,225$5,780 12/31/2023
Commonwealth Equity Services LLC237,196$5,546 12/31/2023
     SPHY237,196$5,546 12/31/2023
The Manufacturers Life Insurance Company 234,949$5,493 12/31/2023
     SPHY234,949$5,493 12/31/2023
Equitable Holdings Inc.231,768$5,419 12/31/2023
     SPHY231,768$5,419 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC222,415$5,200 12/31/2023
     SPHY222,415$5,200 12/31/2023
GenTrust LLC217,018$5,091 03/31/2024
     SPHY217,018$5,091 03/31/2024
US Bancorp DE214,390$5,012 12/31/2023
     SPHY214,390$5,012 12/31/2023
Trustmark National Bank Trust Department210,000$4,910 12/31/2023
     SPHY210,000$4,910 12/31/2023
Horizon Investments LLC190,847$4,462 12/31/2023
     SPHY190,847$4,462 12/31/2023
Financial Architects LLC168,530$3,940 12/31/2023
     SPHY168,530$3,940 12/31/2023
Raymond James Financial Services Advisors Inc.163,859$3,844 03/31/2024
     SPHY163,859$3,844 03/31/2024
SageView Advisory Group LLC156,677$3,682 12/31/2023
     SPHY156,677$3,682 12/31/2023
Atria Wealth Solutions Inc.151,861$3,550 12/31/2023
     SPHY151,861$3,550 12/31/2023
Dfpg Investments LLC151,061$3,511 12/31/2023
     SPHY151,061$3,511 12/31/2023
Private Advisor Group LLC149,148$3,487 12/31/2023
     SPHY149,148$3,487 12/31/2023
Royal Bank of Canada145,401$3,399 12/31/2023
     SPHY145,401$3,399 12/31/2023
Farther Finance Advisors LLC143,736$3,361 12/31/2023
     SPHY143,736$3,361 12/31/2023
Cahill Financial Advisors Inc.138,667$3,242 12/31/2023
     SPHY138,667$3,242 12/31/2023
UBS Group AG135,823$3,176 12/31/2023
     SPHY135,823$3,176 12/31/2023
Revisor Wealth Management LLC135,034$3,163 03/31/2024
     SPHY135,034$3,163 03/31/2024
FLC Capital Advisors133,308$3,117 12/31/2023
     SPHY133,308$3,117 12/31/2023
Stifel Financial Corp125,858$2,943 12/31/2023
     SPHY125,858$2,943 12/31/2023
Iowa State Bank123,196$2,890 03/31/2024
     SPHY123,196$2,890 03/31/2024
McNaughton Wealth Management LLC120,454$2,826 03/31/2024
     SPHY120,454$2,826 03/31/2024
Horizon Investment Services LLC120,283$2,812 12/31/2023
     SPHY120,283$2,812 12/31/2023
Arvest Investments Inc.118,532$2,781 03/31/2024
     SPHY118,532$2,781 03/31/2024
American Century Companies Inc.117,245$2,741 12/31/2023
     SPHY117,245$2,741 12/31/2023
MCF Advisors LLC116,044$2,722 03/31/2024
     SPHY116,044$2,722 03/31/2024
RFG Advisory LLC114,089$2,677 03/31/2024
     SPHY114,089$2,677 03/31/2024
Cetera Advisors LLC113,021$2,642 12/31/2023
     SPHY113,021$2,642 12/31/2023
Cynosure Management LLC111,583$2,609 12/31/2023
     SPHY111,583$2,609 12/31/2023
Appleton Partners Inc. MA109,045$2,558 03/31/2024
     SPHY109,045$2,558 03/31/2024
Schroder Investment Management Group109,251$2,554 12/31/2023
     SPHY109,251$2,554 12/31/2023
GWM Advisors LLC108,548$2,537 12/31/2023
     SPHY108,548$2,537 12/31/2023
HF Advisory Group LLC107,632$2,525 03/31/2024
     SPHY107,632$2,525 03/31/2024
Constant Guidance Financial LLC100,164$2,342 12/31/2023
     SPHY100,164$2,342 12/31/2023
Mariner LLC99,306$2,322 12/31/2023
     SPHY99,306$2,322 12/31/2023
Stock Yards Bank & Trust Co.99,220$2,320 12/31/2023
     SPHY99,220$2,320 12/31/2023
Impact Partnership Wealth LLC97,685$2,284 12/31/2023
     SPHY97,685$2,284 12/31/2023
Sterneck Capital Management LLC93,936$2,196 12/31/2023
     SPHY93,936$2,196 12/31/2023
Citigroup Inc.92,935$2,173 12/31/2023
     SPHY92,935$2,173 12/31/2023
HighTower Advisors LLC91,787$2,140 12/31/2023
     SPHY91,787$2,140 12/31/2023
Nikulski Financial Inc.83,306$1,954 03/31/2024
     SPHY83,306$1,954 03/31/2024
Leading Edge Financial Planning LLC83,094$1,943 12/31/2023
     SPHY83,094$1,943 12/31/2023
Sunesis Advisors LLC81,039$1,895 12/31/2023
     SPHY81,039$1,895 12/31/2023
Waterloo Capital L.P.80,467$1,881 12/31/2023
     SPHY80,467$1,881 12/31/2023
State Street Corp80,000$1,870 12/31/2023
     SPHY80,000$1,870 12/31/2023
Exencial Wealth Advisors LLC77,399$1,810 12/31/2023
     SPHY77,399$1,810 12/31/2023
Sheets Smith Wealth Management73,504$1,719 12/31/2023
     SPHY73,504$1,719 12/31/2023
Marmo Financial Group LLC72,480$1,700 03/31/2024
     SPHY72,480$1,700 03/31/2024
Wealth Enhancement Advisory Services LLC71,188$1,670 03/31/2024
     SPHY71,188$1,670 03/31/2024
Garrett Investment Advisors LLC71,094$1,668 03/31/2024
     SPHY71,094$1,668 03/31/2024
Perigon Wealth Management LLC71,242$1,666 12/31/2023
     SPHY71,242$1,666 12/31/2023
FirstPurpose Wealth LLC70,484$1,626 03/31/2024
     SPHY70,484$1,626 03/31/2024
DT Investment Partners LLC66,916$1,573 12/31/2023
     SPHY66,916$1,573 12/31/2023
Foster & Motley Inc.65,797$1,544 03/31/2024
     SPHY65,797$1,544 03/31/2024
Stonebridge Financial Planning Group LLC64,278$1,503 12/31/2023
     SPHY64,278$1,503 12/31/2023
Bell Investment Advisors Inc61,464$1,437 12/31/2023
     SPHY61,464$1,437 12/31/2023
Optas LLC60,082$1,409 03/31/2024
     SPHY60,082$1,409 03/31/2024
Hennion & Walsh Asset Management Inc.60,001$1,408 03/31/2024
     SPHY60,001$1,408 03/31/2024
Brookstone Capital Management59,757$1,402 03/31/2024
     SPHY59,757$1,402 03/31/2024
Herold Advisors Inc.59,157$1,383 12/31/2023
     SPHY59,157$1,383 12/31/2023
Lantern Wealth Advisors LLC59,157$1,383 12/31/2023
     SPHY59,157$1,383 12/31/2023
Keystone Wealth Services LLC55,101$1,293 03/31/2024
     SPHY55,101$1,293 03/31/2024
Armstrong Advisory Group Inc.52,421$1,226 03/31/2024
     SPHY52,421$1,226 03/31/2024
Global Retirement Partners LLC50,435$1,183 03/31/2024
     SPHY50,435$1,183 03/31/2024
Employees Retirement System of Texas50,000$1,169 12/31/2023
     SPHY50,000$1,169 12/31/2023
Jane Street Group LLC50,000$1,169 12/31/2023
     SPHY50,000$1,169 12/31/2023
Goldman Sachs Group Inc.49,618$1,160 12/31/2023
     SPHY49,618$1,160 12/31/2023
Fiduciary Alliance LLC49,501$1,150 03/31/2024
     SPHY49,501$1,150 03/31/2024
Stratos Wealth Partners LTD.48,143$1,129 03/31/2024
     SPHY48,143$1,129 03/31/2024
Wedbush Securities Inc.47,343$1,107 12/31/2023
     SPHY47,343$1,107 12/31/2023
Brown Financial Advisory46,487$1,087 12/31/2023
     SPHY46,487$1,087 12/31/2023
Creative Financial Designs Inc. ADV46,453$1,086 12/31/2023
     SPHY46,453$1,086 12/31/2023
Delta Investment Management LLC45,950$1,074 12/31/2023
     SPHY45,950$1,074 12/31/2023
Fermata Advisors LLC43,241$1,014 03/31/2024
     SPHY43,241$1,014 03/31/2024
Paradigm Financial Partners LLC43,032$1,006 12/31/2023
     SPHY43,032$1,006 12/31/2023
Index Fund Advisors Inc.42,801$1,001 12/31/2023
     SPHY42,801$1,001 12/31/2023
Founders Financial Securities LLC42,632$1,000 03/31/2024
     SPHY42,632$1,000 03/31/2024
Trilogy Capital Inc.41,920$983 03/31/2024
     SPHY41,920$983 03/31/2024
WCG Wealth Advisors LLC40,670$951 12/31/2023
     SPHY40,670$951 12/31/2023
Avantax Advisory Services Inc.40,387$944 12/31/2023
     SPHY40,387$944 12/31/2023
Vantage Financial Partners LLC40,019$936 12/31/2023
     SPHY40,019$936 12/31/2023
Centaurus Financial Inc.40,004$935 12/31/2023
     SPHY40,004$935 12/31/2023
Redwood Financial Network Corp36,990$865 12/31/2023
     SPHY36,990$865 12/31/2023
Meridian Wealth Management LLC36,285$848 12/31/2023
     SPHY36,285$848 12/31/2023
Collaborative Wealth Managment Inc.34,817$814 12/31/2023
     SPHY34,817$814 12/31/2023
Exchange Bank33,739$792 03/31/2024
     SPHY33,739$792 03/31/2024
National Asset Management Inc.33,641$787 12/31/2023
     SPHY33,641$787 12/31/2023
Cary Street Partners Asset Management LLC33,011$772 12/31/2023
     SPHY33,011$772 12/31/2023
Csenge Advisory Group32,774$766 12/31/2023
     SPHY32,774$766 12/31/2023
Sawtooth Solutions LLC32,356$756 12/31/2023
     SPHY32,356$756 12/31/2023
Horizon Financial Services LLC29,967$701 12/31/2023
     SPHY29,967$701 12/31/2023
Pathstone Holdings LLC30,000$701 12/31/2023
     SPHY30,000$701 12/31/2023
APCM Wealth Management for Individuals29,766$698 03/31/2024
     SPHY29,766$698 03/31/2024
Park Avenue Securities LLC29,600$694 03/31/2024
     SPHY29,600$694 03/31/2024
Edmonds Duncan Registered Investment Advisors LLC29,242$686 03/31/2024
     SPHY29,242$686 03/31/2024
Aspire Private Capital LLC28,674$673 03/31/2024
     SPHY28,674$673 03/31/2024
USAdvisors Wealth Management LLC29,964$671 12/31/2023
     SPHY29,964$671 12/31/2023
WealthPLAN Partners LLC27,038$632 12/31/2023
     SPHY27,038$632 12/31/2023
Jackson Creek Investment Advisors LLC26,068$609 12/31/2023
     SPHY26,068$609 12/31/2023
Prospera Financial Services Inc24,955$583 12/31/2023
     SPHY24,955$583 12/31/2023
West Wealth Group LLC24,671$577 12/31/2023
     SPHY24,671$577 12/31/2023
Comerica Bank24,647$576 12/31/2023
     SPHY24,647$576 12/31/2023
Boston Private Wealth LLC24,349$569 12/31/2023
     SPHY24,349$569 12/31/2023
Continuum Advisory LLC23,348$546 12/31/2023
     SPHY23,348$546 12/31/2023
Orion Portfolio Solutions LLC22,422$522 12/31/2023
     SPHY22,422$522 12/31/2023
HRT Financial LP22,325$521 12/31/2023
     SPHY22,325$521 12/31/2023
MONECO Advisors LLC21,647$506 12/31/2023
     SPHY21,647$506 12/31/2023
Western Wealth Management LLC20,576$481 12/31/2023
     SPHY20,576$481 12/31/2023
Victory Capital Management Inc.20,000$468 12/31/2023
     SPHY20,000$468 12/31/2023
Qube Research & Technologies Ltd19,812$463 12/31/2023
     SPHY19,812$463 12/31/2023
Donald L. Hagan LLC19,242$451 03/31/2024
     SPHY19,242$451 03/31/2024
Advisors Asset Management Inc.19,157$448 12/31/2023
     SPHY19,157$448 12/31/2023
GPS Wealth Strategies Group LLC18,493$432 12/31/2023
     SPHY18,493$432 12/31/2023
Cetera Investment Advisers18,422$431 12/31/2023
     SPHY18,422$431 12/31/2023
Kestra Advisory Services LLC17,606$412 12/31/2023
     SPHY17,606$412 12/31/2023
MGO Private Wealth LLC17,432$409 03/31/2024
     SPHY17,432$409 03/31/2024
FSB Premier Wealth Management Inc.17,394$407 12/31/2023
     SPHY17,394$407 12/31/2023
Envestnet Portfolio Solutions Inc.16,820$393 12/31/2023
     SPHY16,820$393 12/31/2023
Petra Financial Advisors Inc.16,579$388 03/31/2024
     SPHY16,579$388 03/31/2024
United Capital Financial Advisers LLC16,207$379 12/31/2023
     SPHY16,207$379 12/31/2023
Teamwork Financial Advisors LLC15,952$374 03/31/2024
     SPHY15,952$374 03/31/2024
Townsquare Capital LLC15,806$370 12/31/2023
     SPHY15,806$370 12/31/2023
Simplicity Wealth LLC15,751$368 12/31/2023
     SPHY15,751$368 12/31/2023
OLD Mission Capital LLC15,204$355 12/31/2023
     SPHY15,204$355 12/31/2023
Austin Private Wealth LLC15,212$353 03/31/2024
     SPHY15,212$353 03/31/2024
Stephens Inc. AR14,994$351 12/31/2023
     SPHY14,994$351 12/31/2023
Godshalk Welsh Capital Management Inc.15,000$351 12/31/2023
     SPHY15,000$351 12/31/2023
Vise Technologies Inc.15,024$351 12/31/2023
     SPHY15,024$351 12/31/2023
Financial Advocates Investment Management14,987$350 12/31/2023
     SPHY14,987$350 12/31/2023
Sowell Financial Services LLC14,642$342 12/31/2023
     SPHY14,642$342 12/31/2023
Phillips Financial Management LLC14,522$341 03/31/2024
     SPHY14,522$341 03/31/2024
Gladstone Institutional Advisory LLC14,213$332 12/31/2023
     SPHY14,213$332 12/31/2023
Instrumental Wealth LLC13,945$325 12/31/2023
     SPHY13,945$325 12/31/2023
Peak Financial Advisors LLC13,749$323 03/31/2024
     SPHY13,749$323 03/31/2024
VanderPol Investments L.L.C.13,650$320 03/31/2024
     SPHY13,650$320 03/31/2024
PFG Investments LLC13,541$318 03/31/2024
     SPHY13,541$318 03/31/2024
Geller Advisors LLC13,314$311 12/31/2023
     SPHY13,314$311 12/31/2023
Strategic Blueprint LLC12,807$300 03/31/2024
     SPHY12,807$300 03/31/2024
Principal Securities Inc.12,531$293 12/31/2023
     SPHY12,531$293 12/31/2023
Key Financial Inc12,439$291 12/31/2023
     SPHY12,439$291 12/31/2023
Strategic Investment Advisors MI11,685$274 03/31/2024
     SPHY11,685$274 03/31/2024
Perennial Investment Advisors LLC11,252$263 12/31/2023
     SPHY11,252$263 12/31/2023
Scott Capital Advisors LLC11,250$262 03/31/2024
     SPHY11,250$262 03/31/2024
Napatree Capital LLC10,758$252 12/31/2023
     SPHY10,758$252 12/31/2023
Resources Investment Advisors LLC.10,478$245 12/31/2023
     SPHY10,478$245 12/31/2023
Coppell Advisory Solutions LLC10,408$243 12/31/2023
     SPHY10,408$243 12/31/2023
National Bank of Canada FI10,330$241 12/31/2023
     SPHY10,330$241 12/31/2023
Madden Advisory Services Inc.10,250$240 12/31/2023
     SPHY10,250$240 12/31/2023
Mercer Global Advisors Inc. ADV10,073$236 12/31/2023
     SPHY10,073$236 12/31/2023
Dimension Capital Management LLC9,829$230 12/31/2023
     SPHY9,829$230 12/31/2023
Acorn Financial Advisory Services Inc. ADV9,683$226 12/31/2023
     SPHY9,683$226 12/31/2023
Walkner Condon Financial Advisors LLC9,545$224 03/31/2024
     SPHY9,545$224 03/31/2024
Geneos Wealth Management Inc.9,531$223 12/31/2023
     SPHY9,531$223 12/31/2023
Cary Street Partners Investment Advisory LLC9,527$223 12/31/2023
     SPHY9,527$223 12/31/2023
KFG Wealth Management LLC9,413$221 03/31/2024
     SPHY9,413$221 03/31/2024
Kingdom Financial Group LLC.9,468$221 12/31/2023
     SPHY9,468$221 12/31/2023
Patriot Financial Group Insurance Agency LLC9,233$216 12/31/2023
     SPHY9,233$216 12/31/2023
Consolidated Portfolio Review Corp9,240$216 12/31/2023
     SPHY9,240$216 12/31/2023
NBC Securities Inc.8,634$212 03/31/2024
     SPHY8,634$212 03/31/2024
InterOcean Capital Group LLC8,730$204 12/31/2023
     SPHY8,730$204 12/31/2023
Clear Creek Financial Management LLC8,670$203 12/31/2023
     SPHY8,670$203 12/31/2023
Benjamin Edwards Inc.7,666$179 12/31/2023
     SPHY7,666$179 12/31/2023
Sunbelt Securities Inc.6,868$161 03/31/2024
     SPHY6,868$161 03/31/2024
Whittier Trust Co. of Nevada Inc.6,725$157 12/31/2023
     SPHY6,725$157 12/31/2023
Capital Investment Advisory Services LLC6,439$151 12/31/2023
     SPHY6,439$151 12/31/2023
Glass Jacobson Investment Advisors llc6,259$146 12/31/2023
     SPHY6,259$146 12/31/2023
Retirement Group LLC5,951$139 12/31/2023
     SPHY5,951$139 12/31/2023
Northwestern Mutual Wealth Management Co.5,760$135 12/31/2023
     SPHY5,760$135 12/31/2023
TD Waterhouse Canada Inc.5,031$116 12/31/2023
     SPHY5,031$116 12/31/2023
Abich Financial Wealth Management LLC4,594$107 12/31/2023
     SPHY4,594$107 12/31/2023
Whittier Trust Co.4,450$104 12/31/2023
     SPHY4,450$104 12/31/2023
IFP Advisors Inc4,362$102 12/31/2023
     SPHY4,362$102 12/31/2023
Harbour Investments Inc.4,235$99 12/31/2023
     SPHY4,235$99 12/31/2023
BOK Financial Private Wealth Inc.3,952$92 12/31/2023
     SPHY3,952$92 12/31/2023
Aptus Capital Advisors LLC3,906$91 12/31/2023
     SPHY3,906$91 12/31/2023
Founders Financial Alliance LLC3,809$89 12/31/2023
     SPHY3,809$89 12/31/2023
Private Trust Co. NA2,938$69 12/31/2023
     SPHY2,938$69 12/31/2023
Howe & Rusling Inc.2,554$60 12/31/2023
     SPHY2,554$60 12/31/2023
Householder Group Estate & Retirement Specialist LLC2,347$54 12/31/2023
     SPHY2,347$54 12/31/2023
Tompkins Financial Corp2,212$52 03/31/2024
     SPHY2,212$52 03/31/2024
AdvisorNet Financial Inc2,052$48 03/31/2024
     SPHY2,052$48 03/31/2024
Spire Wealth Management1,801$42 12/31/2023
     SPHY1,801$42 12/31/2023
Bogart Wealth LLC1,574$37 12/31/2023
     SPHY1,574$37 12/31/2023
Cape Investment Advisory Inc.1,486$35 12/31/2023
     SPHY1,486$35 12/31/2023
Clearstead Advisors LLC1,428$33 12/31/2023
     SPHY1,428$33 12/31/2023
WASHINGTON TRUST Co1,184$28 03/31/2024
     SPHY1,184$28 03/31/2024
Advisory Services Network LLC965$23 12/31/2023
     SPHY965$23 12/31/2023
Rockbridge Investment Management LCC924$22 12/31/2023
     SPHY924$22 12/31/2023
Financial Gravity Asset Management Inc.934$21 12/31/2023
     SPHY934$21 12/31/2023
HHM Wealth Advisors LLC880$21 12/31/2023
     SPHY880$21 12/31/2023
Hexagon Capital Partners LLC828$19 03/31/2024
     SPHY828$19 03/31/2024
Franklin Resources Inc.723$17 12/31/2023
     SPHY723$17 12/31/2023
Raleigh Capital Management Inc.682$16 12/31/2023
     SPHY682$16 12/31/2023
Archer Investment Corp609$14 12/31/2023
     SPHY609$14 12/31/2023
Parkside Financial Bank & Trust547$13 12/31/2023
     SPHY547$13 12/31/2023
Massmutual Trust Co. FSB ADV500$12 03/31/2024
     SPHY500$12 03/31/2024
Tidemark LLC462$11 12/31/2023
     SPHY462$11 12/31/2023
Newbridge Financial Services Group Inc.415$10 12/31/2023
     SPHY415$10 12/31/2023
Sage Mountain Advisors LLC362$8 03/31/2024
     SPHY362$8 03/31/2024
Focused Wealth Management Inc316$7 12/31/2023
     SPHY316$7 12/31/2023
The PNC Financial Services Group Inc.226$5 12/31/2023
     SPHY226$5 12/31/2023
Glassman Wealth Services231$5 12/31/2023
     SPHY231$5 12/31/2023
JPMorgan Chase & Co.162$4 12/31/2023
     SPHY162$4 12/31/2023
McIlrath & Eck LLC192$4 12/31/2023
     SPHY192$4 12/31/2023
Angeles Wealth Management LLC174$4 12/31/2023
     SPHY174$4 12/31/2023
Gradient Investments LLC64$2 03/31/2024
     SPHY64$2 03/31/2024
Tower Research Capital LLC TRC 69$2 12/31/2023
     SPHY69$2 12/31/2023
SRS Capital Advisors Inc.88$2 12/31/2023
     SPHY88$2 12/31/2023
VisionPoint Advisory Group LLC86$2 12/31/2023
     SPHY86$2 12/31/2023
Investment Research & Advisory Group Inc.45$1 03/31/2024
     SPHY45$1 03/31/2024
Global Wealth Strategies & Associates28$1 03/31/2024
     SPHY28$1 03/31/2024
Allworth Financial LP53$1 12/31/2023
     SPHY53$1 12/31/2023
Castleview Partners LLC41$1 12/31/2023
     SPHY41$1 12/31/2023
ICA Group Wealth Management LLC50$1 12/31/2023
     SPHY50$1 12/31/2023
FMR LLC1$0 12/31/2023
     SPHY1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     SPHY0$0 12/31/2023
O Dell Group LLC21$0 12/31/2023
     SPHY21$0 12/31/2023

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

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