HoldingsChannel.com
Funds Holding SPMD
HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning22,805,602$712,675 06/30/2020
     SPMD22,805,602$712,675 06/30/2020
Valmark Advisers Inc.8,194,334$256,073 06/30/2020
     SPMD8,194,334$256,073 06/30/2020
Tiedemann Advisors LLC3,989,502$124,671 06/30/2020
     SPMD3,989,502$124,671 06/30/2020
UBS Group AG2,403,207$75,100 06/30/2020
     SPMD2,403,207$75,100 06/30/2020
PSI Advisors LLC5,712$64,614 06/30/2020
     SPMD5,712$64,614 06/30/2020
LPL Financial LLC809,230$20,498 03/31/2020
     SPMD809,230$20,498 03/31/2020
Waller Financial Planning Group Inc.636,420$19,888 06/30/2020
     SPMD636,420$19,888 06/30/2020
Assetmark Inc.599,889$18,747 06/30/2020
     SPMD599,889$18,747 06/30/2020
Retirement Planning Group588,226$18,382 06/30/2020
     SPMD588,226$18,382 06/30/2020
Measured Wealth Private Client Group LLC556,465$17,390 06/30/2020
     SPMD556,465$17,390 06/30/2020
Good Life Advisors LLC490,530$15,345 06/30/2020
     SPMD490,530$15,345 06/30/2020
Envestnet Asset Management Inc.462,495$14,453 06/30/2020
     SPMD462,495$14,453 06/30/2020
Morgan Stanley563,343$14,270 03/31/2020
     SPMD563,343$14,270 03/31/2020
Peterson Wealth Advisors LLC419,194$13,100 06/30/2020
     SPMD419,194$13,100 06/30/2020
Nicolet Advisory Services LLC484,584$12,275 03/31/2020
     SPMD484,584$12,275 03/31/2020
Ameriprise Financial Inc.413,524$10,448 03/31/2020
     SPMD413,524$10,448 03/31/2020
M Holdings Securities Inc.384,083$9,729 03/31/2020
     SPMD384,083$9,729 03/31/2020
Lenox Wealth Advisors LLC291,774$9,118 06/30/2020
     SPMD291,774$9,118 06/30/2020
RFG Advisory LLC288,173$9,005 06/30/2020
     SPMD288,173$9,005 06/30/2020
Financial Strategies Group Inc.285,450$8,920 06/30/2020
     SPMD285,450$8,920 06/30/2020
Frontier Wealth Management LLC340,031$8,613 03/31/2020
     SPMD340,031$8,613 03/31/2020
Founders Financial Securities LLC260,902$8,153 06/30/2020
     SPMD260,902$8,153 06/30/2020
Edmonds Duncan Registered Investment Advisors LLC252,415$7,888 06/30/2020
     SPMD252,415$7,888 06/30/2020
Raymond James Financial Services Advisors Inc.241,415$7,544 06/30/2020
     SPMD241,415$7,544 06/30/2020
Windsor Capital Management LLC232,668$7,270 06/30/2020
     SPMD232,668$7,270 06/30/2020
AlphaStar Capital Management LLC210,557$6,782 06/30/2020
     SPMD210,557$6,782 06/30/2020
Veritable L.P.266,480$6,750 03/31/2020
     SPMD266,480$6,750 03/31/2020
Cahaba Wealth Management Inc.199,107$6,594 06/30/2020
     SPMD199,107$6,594 06/30/2020
ARQ Wealth Advisors LLC210,700$6,584 06/30/2020
     SPMD210,700$6,584 06/30/2020
StrategIQ Financial Group LLC206,270$6,446 06/30/2020
     SPMD206,270$6,446 06/30/2020
Resources Investment Advisors LLC.253,657$6,425 03/31/2020
     SPMD253,657$6,425 03/31/2020
TRH Financial LLC191,268$5,950 06/30/2020
     SPMD191,268$5,950 06/30/2020
Moneta Group Investment Advisors LLC183,840$5,745 06/30/2020
     SPMD183,840$5,745 06/30/2020
Parsec Financial Management Inc.178,512$5,579 06/30/2020
     SPMD178,512$5,579 06/30/2020
Pure Financial Advisors Inc.172,502$5,391 06/30/2020
     SPMD172,502$5,391 06/30/2020
Advisor Group Holdings Inc.200,890$5,091 03/31/2020
     SPMD200,890$5,091 03/31/2020
Global Financial Private Capital Inc155,527$4,860 06/30/2020
     SPMD155,527$4,860 06/30/2020
Beacon Pointe Advisors LLC191,777$4,854 03/31/2020
     SPMD191,777$4,854 03/31/2020
TPG Financial Advisors LLC153,683$4,803 06/30/2020
     SPMD153,683$4,803 06/30/2020
Kays Financial Advisory Corp ADV170,369$4,315 03/31/2020
     SPMD170,369$4,315 03/31/2020
Strategic Wealth Advisors Group LLC138,445$4,311 06/30/2020
     SPMD138,445$4,311 06/30/2020
Moisand Fitzgerald Tamayo LLC134,904$4,216 06/30/2020
     SPMD134,904$4,216 06/30/2020
ARGI Investment Services LLC127,062$3,971 06/30/2020
     SPMD127,062$3,971 06/30/2020
Clear Creek Financial Management LLC121,315$3,791 06/30/2020
     SPMD121,315$3,791 06/30/2020
Wells Fargo & Company MN145,273$3,679 03/31/2020
     SPMD145,273$3,679 03/31/2020
Frontier Investment Mgmt Co.116,873$3,652 06/30/2020
     SPMD116,873$3,652 06/30/2020
Townsquare Capital LLC123,915$3,457 03/31/2020
     SPMD123,915$3,457 03/31/2020
Cambridge Investment Research Advisors Inc.107,942$3,373 06/30/2020
     SPMD107,942$3,373 06/30/2020
Vivaldi Capital Management LLC130,679$3,310 03/31/2020
     SPMD130,679$3,310 03/31/2020
Colony Group LLC130,190$3,298 03/31/2020
     SPMD130,190$3,298 03/31/2020
Carroll Financial Associates Inc.102,906$3,215 06/30/2020
     SPMD102,906$3,215 06/30/2020
Stratos Wealth Partners LTD.102,825$3,213 06/30/2020
     SPMD102,825$3,213 06/30/2020
HighTower Advisors LLC98,339$3,067 06/30/2020
     SPMD98,339$3,067 06/30/2020
JNBA Financial Advisors98,041$3,064 06/30/2020
     SPMD98,041$3,064 06/30/2020
United Capital Financial Advisers LLC114,555$2,902 03/31/2020
     SPMD114,555$2,902 03/31/2020
WBH Advisory Inc.89,879$2,808 06/30/2020
     SPMD89,879$2,808 06/30/2020
Chemung Canal Trust Co.87,990$2,750 06/30/2020
     SPMD87,990$2,750 06/30/2020
Advisory Alpha LLC99,604$2,668 03/31/2020
     SPMD99,604$2,668 03/31/2020
Change Path LLC99,431$2,519 03/31/2020
     SPMD99,431$2,519 03/31/2020
Capital Analysts LLC79,180$2,474 06/30/2020
     SPMD79,180$2,474 06/30/2020
Wrapmanager Inc.78,127$2,441 06/30/2020
     SPMD78,127$2,441 06/30/2020
Alexandria Capital LLC93,830$2,377 03/31/2020
     SPMD93,830$2,377 03/31/2020
IHT Wealth Management LLC90,293$2,287 03/31/2020
     SPMD90,293$2,287 03/31/2020
ERn Financial LLC86,817$2,199 03/31/2020
     SPMD86,817$2,199 03/31/2020
Private Advisor Group LLC86,600$2,194 03/31/2020
     SPMD86,600$2,194 03/31/2020
NovaPoint Capital LLC64,917$2,029 06/30/2020
     SPMD64,917$2,029 06/30/2020
Northern Trust Corp77,925$1,974 03/31/2020
     SPMD77,925$1,974 03/31/2020
Pinnacle Advisory Group Inc.77,646$1,967 03/31/2020
     SPMD77,646$1,967 03/31/2020
Vista Investment Management72,496$1,836 03/31/2020
     SPMD72,496$1,836 03/31/2020
Ballast Inc.58,197$1,818 06/30/2020
     SPMD58,197$1,818 06/30/2020
CX Institutional56,605$1,769 06/30/2020
     SPMD56,605$1,769 06/30/2020
Bank of America Corp DE66,311$1,680 03/31/2020
     SPMD66,311$1,680 03/31/2020
Financial Engines Advisors L.L.C.64,402$1,631 03/31/2020
     SPMD64,402$1,631 03/31/2020
Inspirion Wealth Advisors LLC50,846$1,589 06/30/2020
     SPMD50,846$1,589 06/30/2020
Squar Milner Financial Services LLC49,658$1,552 06/30/2020
     SPMD49,658$1,552 06/30/2020
Berman Capital Advisors LLC47,428$1,482 06/30/2020
     SPMD47,428$1,482 06/30/2020
Towercrest Capital Management58,141$1,473 03/31/2020
     SPMD58,141$1,473 03/31/2020
PAX Financial Group LLC46,799$1,462 06/30/2020
     SPMD46,799$1,462 06/30/2020
First Heartland Consultants Inc.44,119$1,379 06/30/2020
     SPMD44,119$1,379 06/30/2020
Goodman Financial Corp43,430$1,357 06/30/2020
     SPMD43,430$1,357 06/30/2020
Kohmann Bosshard Financial Services LLC50,190$1,271 03/31/2020
     SPMD50,190$1,271 03/31/2020
Oarsman Capital Inc.48,222$1,221 03/31/2020
     SPMD48,222$1,221 03/31/2020
Alliance Wealth Management Group47,851$1,212 03/31/2020
     SPMD47,851$1,212 03/31/2020
FormulaFolio Investments LLC46,296$1,173 03/31/2020
     SPMD46,296$1,173 03/31/2020
IFP Advisors Inc37,195$1,147 06/30/2020
     SPMD37,195$1,147 06/30/2020
Financial Enhancement Group LLC44,305$1,122 03/31/2020
     SPMD44,305$1,122 03/31/2020
Financial Consulate Inc.35,070$1,096 06/30/2020
     SPMD35,070$1,096 06/30/2020
AE Wealth Management LLC32,769$1,024 06/30/2020
     SPMD32,769$1,024 06/30/2020
Baltimore Washington Financial Advisors Inc.32,448$1,014 06/30/2020
     SPMD32,448$1,014 06/30/2020
GWM Advisors LLC32,378$1,012 06/30/2020
     SPMD32,378$1,012 06/30/2020
Commonwealth Equity Services LLC32,319$1,009 06/30/2020
     SPMD32,319$1,009 06/30/2020
Centaurus Financial Inc.39,391$998 03/31/2020
     SPMD39,391$998 03/31/2020
Retirement Income Solutions Inc31,606$988 06/30/2020
     SPMD31,606$988 06/30/2020
Doyle Wealth Management31,134$973 06/30/2020
     SPMD31,134$973 06/30/2020
Sawtooth Solutions LLC30,021$938 06/30/2020
     SPMD30,021$938 06/30/2020
Great Valley Advisor Group Inc.29,860$932 06/30/2020
     SPMD29,860$932 06/30/2020
McKinley Carter Wealth Services Inc.27,566$861 06/30/2020
     SPMD27,566$861 06/30/2020
Nottingham Advisors Inc.27,153$856 06/30/2020
     SPMD27,153$856 06/30/2020
Truefg LLC26,582$831 06/30/2020
     SPMD26,582$831 06/30/2020
Forte Capital LLC ADV26,436$826 06/30/2020
     SPMD26,436$826 06/30/2020
Park Avenue Securities LLC26,202$819 06/30/2020
     SPMD26,202$819 06/30/2020
Flagship Harbor Advisors LLC25,591$799 06/30/2020
     SPMD25,591$799 06/30/2020
Reston Wealth Management LLC24,324$760 06/30/2020
     SPMD24,324$760 06/30/2020
Horizon Investments LLC29,315$743 03/31/2020
     SPMD29,315$743 03/31/2020
Northwestern Mutual Wealth Management Co.27,952$708 03/31/2020
     SPMD27,952$708 03/31/2020
Capital Investment Advisory Services LLC22,508$703 06/30/2020
     SPMD22,508$703 06/30/2020
G&S Capital LLC21,621$676 06/30/2020
     SPMD21,621$676 06/30/2020
WealthPLAN Partners LLC24,292$669 03/31/2020
     SPMD24,292$669 03/31/2020
Sterling Investment Advisors Ltd.20,600$643 06/30/2020
     SPMD20,600$643 06/30/2020
Voya Financial Advisors Inc.24,241$621 03/31/2020
     SPMD24,241$621 03/31/2020
Condor Capital Management19,808$619 06/30/2020
     SPMD19,808$619 06/30/2020
Duncker Streett & Co. Inc.18,925$591 06/30/2020
     SPMD18,925$591 06/30/2020
Honkamp Krueger Financial Services Inc.18,193$569 06/30/2020
     SPMD18,193$569 06/30/2020
Omega Financial Group LLC16,846$526 06/30/2020
     SPMD16,846$526 06/30/2020
Advisory Services Network LLC16,521$516 06/30/2020
     SPMD16,521$516 06/30/2020
Atria Investments LLC19,881$504 03/31/2020
     SPMD19,881$504 03/31/2020
CWM LLC15,867$496 06/30/2020
     SPMD15,867$496 06/30/2020
Valtinson Bruner Financial Planning LLC14,076$479 06/30/2020
     SPMD14,076$479 06/30/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC15,148$473 06/30/2020
     SPMD15,148$473 06/30/2020
MML Investors Services LLC18,531$469 03/31/2020
     SPMD18,531$469 03/31/2020
Smith Moore & CO.14,886$465 06/30/2020
     SPMD14,886$465 06/30/2020
Janney Montgomery Scott LLC14,494$453 06/30/2020
     SPMD14,494$453 06/30/2020
Twin Focus Capital Partners LLC14,400$450 06/30/2020
     SPMD14,400$450 06/30/2020
Royal Bank of Canada17,586$445 03/31/2020
     SPMD17,586$445 03/31/2020
Kingsview Wealth Management LLC16,513$418 03/31/2020
     SPMD16,513$418 03/31/2020
Fernwood Investment Management LLC13,307$416 06/30/2020
     SPMD13,307$416 06/30/2020
Goldman Sachs Group Inc.13,165$411 06/30/2020
     SPMD13,165$411 06/30/2020
Williams Jones Wealth Management LLC.16,230$411 03/31/2020
     SPMD16,230$411 03/31/2020
JNB Advisors LLC12,661$396 06/30/2020
     SPMD12,661$396 06/30/2020
LifePlan Financial Group Inc12,596$394 06/30/2020
     SPMD12,596$394 06/30/2020
TCG Advisors LP15,569$394 03/31/2020
     SPMD15,569$394 03/31/2020
Beacon Financial Advisory LLC12,575$392 06/30/2020
     SPMD12,575$392 06/30/2020
United Asset Strategies Inc.12,489$390 06/30/2020
     SPMD12,489$390 06/30/2020
Putnam FL Investment Management Co.15,251$386 03/31/2020
     SPMD15,251$386 03/31/2020
HBK Sorce Advisory LLC15,061$381 03/31/2020
     SPMD15,061$381 03/31/2020
Waddell & Associates LLC14,990$380 03/31/2020
     SPMD14,990$380 03/31/2020
OLD Dominion Capital Management Inc.14,822$375 03/31/2020
     SPMD14,822$375 03/31/2020
CLS Investments LLC11,943$373 06/30/2020
     SPMD11,943$373 06/30/2020
S.A. Mason LLC11,560$361 06/30/2020
     SPMD11,560$361 06/30/2020
Ironwood Wealth Management LLC.11,454$358 06/30/2020
     SPMD11,454$358 06/30/2020
Roundview Capital LLC13,923$353 03/31/2020
     SPMD13,923$353 03/31/2020
Prestige Wealth Management Group LLC11,209$350 06/30/2020
     SPMD11,209$350 06/30/2020
Mutual Advisors LLC10,703$334 06/30/2020
     SPMD10,703$334 06/30/2020
Bay Harbor Wealth Management LLC10,354$324 06/30/2020
     SPMD10,354$324 06/30/2020
Avestar Capital LLC10,147$317 06/30/2020
     SPMD10,147$317 06/30/2020
Csenge Advisory Group9,727$304 06/30/2020
     SPMD9,727$304 06/30/2020
Strategic Investment Advisors MI9,675$302 06/30/2020
     SPMD9,675$302 06/30/2020
20 20 Capital Management Inc.8,325$283 06/30/2020
     SPMD8,325$283 06/30/2020
Mariner LLC11,052$280 03/31/2020
     SPMD11,052$280 03/31/2020
Old Port Advisors8,855$277 06/30/2020
     SPMD8,855$277 06/30/2020
Jane Street Group LLC10,851$275 03/31/2020
     SPMD10,851$275 03/31/2020
Compass Ion Advisors LLC8,570$268 06/30/2020
     SPMD8,570$268 06/30/2020
Ausdal Financial Partners Inc.8,047$251 06/30/2020
     SPMD8,047$251 06/30/2020
White Pine Capital LLC8,000$250 06/30/2020
     SPMD8,000$250 06/30/2020
Private Wealth Group LLC8,014$250 06/30/2020
     SPMD8,014$250 06/30/2020
First National Bank of Omaha7,895$247 06/30/2020
     SPMD7,895$247 06/30/2020
Arthur M. Cohen & Associates LLC6,593$239 06/30/2020
     SPMD6,593$239 06/30/2020
Aldebaran Financial Inc.7,626$238 06/30/2020
     SPMD7,626$238 06/30/2020
Diligent Investors LLC7,549$236 06/30/2020
     SPMD7,549$236 06/30/2020
RDA Financial Network7,561$236 06/30/2020
     SPMD7,561$236 06/30/2020
Client 1ST Advisory Group LLC9,124$231 03/31/2020
     SPMD9,124$231 03/31/2020
Signet Financial Management LLC7,908$223 03/31/2020
     SPMD7,908$223 03/31/2020
Global Retirement Partners LLC6,917$216 06/30/2020
     SPMD6,917$216 06/30/2020
Advisor Partners LLC8,393$212 06/30/2020
     SPMD8,393$212 06/30/2020
Linscomb & Williams Inc.6,766$211 06/30/2020
     SPMD6,766$211 06/30/2020
SkyOak Wealth LLC6,643$208 06/30/2020
     SPMD6,643$208 06/30/2020
Spectrum Wealth Advisory Group LLC6,564$205 06/30/2020
     SPMD6,564$205 06/30/2020
Clear Perspective Advisors LLC7,925$201 03/31/2020
     SPMD7,925$201 03/31/2020
US Bancorp DE5,568$174 06/30/2020
     SPMD5,568$174 06/30/2020
Capital Advisors Ltd. LLC5,202$165 06/30/2020
     SPMD5,202$165 06/30/2020
Capital Asset Advisory Services LLC5,248$143 03/31/2020
     SPMD5,248$143 03/31/2020
Braun Bostich & Associates Inc.3,811$91 03/31/2020
     SPMD3,811$91 03/31/2020
Front Row Advisors LLC3,084$89 03/31/2020
     SPMD3,084$89 03/31/2020
Sowell Financial Services LLC3,016$76 03/31/2020
     SPMD3,016$76 03/31/2020
Emerald Investment Partners LLC2,936$74 03/31/2020
     SPMD2,936$74 03/31/2020
Captrust Financial Advisors2,598$62 03/31/2020
     SPMD2,598$62 03/31/2020
Bessemer Group Inc.1,720$54 06/30/2020
     SPMD1,720$54 06/30/2020
Steward Partners Investment Advisory LLC1,385$43 06/30/2020
     SPMD1,385$43 06/30/2020
OLD Second National Bank of Aurora1,302$41 06/30/2020
     SPMD1,302$41 06/30/2020
JFS Wealth Advisors LLC1,289$40 06/30/2020
     SPMD1,289$40 06/30/2020
Verus Capital Partners LLC1,416$36 03/31/2020
     SPMD1,416$36 03/31/2020
AdvisorNet Financial Inc1,267$32 03/31/2020
     SPMD1,267$32 03/31/2020
Financial Advisory Service Inc.962$30 06/30/2020
     SPMD962$30 06/30/2020
Blair William & Co. IL800$25 06/30/2020
     SPMD800$25 06/30/2020
Patriot Financial Group Insurance Agency LLC791$25 06/30/2020
     SPMD791$25 06/30/2020
Financial Architects Inc776$24 06/30/2020
     SPMD776$24 06/30/2020
Accurate Investment Solutions Inc.938$24 03/31/2020
     SPMD938$24 03/31/2020
Procyon Private Wealth Partners LLC933$24 03/31/2020
     SPMD933$24 03/31/2020
Barnett & Company Inc.745$23 06/30/2020
     SPMD745$23 06/30/2020
Carolina Wealth Advisors LLC570$18 06/30/2020
     SPMD570$18 06/30/2020
Winch Advisory Services LLC446$14 06/30/2020
     SPMD446$14 06/30/2020
Cabana LLC420$13 06/30/2020
     SPMD420$13 06/30/2020
Firestone Capital Management430$13 06/30/2020
     SPMD430$13 06/30/2020
Ameritas Investment Company LLC500$12 03/31/2020
     SPMD500$12 03/31/2020
Citigroup Inc.358$11 06/30/2020
     SPMD358$11 06/30/2020
Fifth Third Bancorp216$7 06/30/2020
     SPMD216$7 06/30/2020
Rowland Carmichael Advisors Inc. ADV227$7 06/30/2020
     SPMD227$7 06/30/2020
BlackRock Inc.288$7 03/31/2020
     SPMD288$7 03/31/2020
Signaturefd LLC184$6 06/30/2020
     SPMD184$6 06/30/2020
Global Trust Asset Management LLC189$6 06/30/2020
     SPMD189$6 06/30/2020
Ambassador Advisors LLC251$6 03/31/2020
     SPMD251$6 03/31/2020
Creative Financial Designs Inc. ADV151$5 06/30/2020
     SPMD151$5 06/30/2020
Atlas Capital Advisors LLC158$5 06/30/2020
     SPMD158$5 06/30/2020
Rosenberg Matthew Hamilton150$5 06/30/2020
     SPMD150$5 06/30/2020
Demars Financial Group LLC74$2 06/30/2020
     SPMD74$2 06/30/2020
Gradient Investments LLC41$1 06/30/2020
     SPMD41$1 06/30/2020
Larson Financial Group LLC20$1 06/30/2020
     SPMD20$1 06/30/2020
Sofos Investments Inc.21,750$1 03/31/2020
     SPMD21,750$1 03/31/2020
MBE Wealth Management LLC75$1 03/31/2020
     SPMD75$1 03/31/2020
Orion Portfolio Solutions LLC21$1 03/31/2020
     SPMD21$1 03/31/2020
Beese Fulmer Investment Management Inc.4$0 06/30/2020
     SPMD4$0 06/30/2020
Endurance Wealth Management Inc.13$0 06/30/2020
     SPMD13$0 06/30/2020
Macroview Investment Management LLC12$0 06/30/2020
     SPMD12$0 06/30/2020
Weaver Consulting Group13$0 06/30/2020
     SPMD13$0 06/30/2020
FMR LLC20$0 03/31/2020
     SPMD20$0 03/31/2020
Proequities Inc.0$0 03/31/2020
     SPMD0$0 03/31/2020

See Summary: Institutional Holders of SPMD
See Details: Top 10 Hedge Funds Holding SPMD
Also See: SPMD Insider Buying
Also See: SPMD Holdings Changes

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