HoldingsChannel.com
Funds Holding SPMD
HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning14,679,864$500,143 06/30/2019
     SPMD14,679,864$500,143 06/30/2019
Stadion Money Management LLC2,267,962$77,269 06/30/2019
     SPMD2,267,962$77,269 06/30/2019
Waddell & Associates LLC1,242,075$42,317 06/30/2019
     SPMD1,242,075$42,317 06/30/2019
Raymond James & Associates1,067,152$36,358 06/30/2019
     SPMD1,067,152$36,358 06/30/2019
Nicolet Advisory Services LLC943,207$32,135 06/30/2019
     SPMD943,207$32,135 06/30/2019
Hanlon Investment Management Inc.531,140$18,096 06/30/2019
     SPMD531,140$18,096 06/30/2019
Waller Financial Planning Group Inc.489,111$16,591 06/30/2019
     SPMD489,111$16,591 06/30/2019
Clear Creek Financial Management LLC475,241$16,191 06/30/2019
     SPMD475,241$16,191 06/30/2019
FormulaFolio Investments LLC455,976$15,535 06/30/2019
     SPMD455,976$15,535 06/30/2019
Advisory Alpha LLC454,896$15,398 06/30/2019
     SPMD454,896$15,398 06/30/2019
Blair William & Co. IL384,241$13,091 06/30/2019
     SPMD384,241$13,091 06/30/2019
Peterson Wealth Advisors LLC338,641$11,477 09/30/2019
     SPMD338,641$11,477 09/30/2019
Ameriprise Financial Inc.332,816$11,314 06/30/2019
     SPMD332,816$11,314 06/30/2019
Atria Investments LLC328,600$10,716 06/30/2019
     SPMD328,600$10,716 06/30/2019
Executive Wealth Management LLC308,300$10,504 06/30/2019
     SPMD308,300$10,504 06/30/2019
Morgan Stanley302,342$10,301 06/30/2019
     SPMD302,342$10,301 06/30/2019
Winch Advisory Services LLC291,201$9,921 06/30/2019
     SPMD291,201$9,921 06/30/2019
Retirement Planning Group271,530$9,251 06/30/2019
     SPMD271,530$9,251 06/30/2019
Pure Financial Advisors Inc.257,403$8,723 09/30/2019
     SPMD257,403$8,723 09/30/2019
Annex Advisory Services LLC228,817$7,795 06/30/2019
     SPMD228,817$7,795 06/30/2019
Wrapmanager Inc.220,606$7,516 06/30/2019
     SPMD220,606$7,516 06/30/2019
Strategic Financial Group LLC214,956$7,324 06/30/2019
     SPMD214,956$7,324 06/30/2019
Colony Group LLC195,127$6,648 06/30/2019
     SPMD195,127$6,648 06/30/2019
ERn Financial LLC174,620$5,949 06/30/2019
     SPMD174,620$5,949 06/30/2019
RFG Advisory LLC166,237$5,655 06/30/2019
     SPMD166,237$5,655 06/30/2019
Raymond James Financial Services Advisors Inc.162,575$5,539 06/30/2019
     SPMD162,575$5,539 06/30/2019
Measured Wealth Private Client Group LLC162,855$5,519 09/30/2019
     SPMD162,855$5,519 09/30/2019
Wealthquest Corp154,084$5,221 09/30/2019
     SPMD154,084$5,221 09/30/2019
Resources Investment Advisors LLC.151,810$5,172 06/30/2019
     SPMD151,810$5,172 06/30/2019
Windsor Capital Management LLC150,727$5,135 06/30/2019
     SPMD150,727$5,135 06/30/2019
Jane Street Group LLC148,281$5,052 06/30/2019
     SPMD148,281$5,052 06/30/2019
TPG Financial Advisors LLC149,021$5,050 09/30/2019
     SPMD149,021$5,050 09/30/2019
Moneta Group Investment Advisors LLC141,121$4,808 06/30/2019
     SPMD141,121$4,808 06/30/2019
Kays Financial Advisory Corp ADV136,534$4,652 06/30/2019
     SPMD136,534$4,652 06/30/2019
Envestnet Asset Management Inc.129,288$4,381 09/30/2019
     SPMD129,288$4,381 09/30/2019
Lenox Wealth Advisors LLC122,866$4,164 09/30/2019
     SPMD122,866$4,164 09/30/2019
Frontier Investment Mgmt Co.120,562$4,108 06/30/2019
     SPMD120,562$4,108 06/30/2019
Cambridge Investment Research Advisors Inc.120,527$4,106 06/30/2019
     SPMD120,527$4,106 06/30/2019
Vivaldi Capital Management LLC119,062$4,056 06/30/2019
     SPMD119,062$4,056 06/30/2019
Brio Consultants LLC118,495$4,016 09/30/2019
     SPMD118,495$4,016 09/30/2019
JNBA Financial Advisors117,154$3,991 06/30/2019
     SPMD117,154$3,991 06/30/2019
Pacific Edge Advisors LLC113,600$3,850 09/30/2019
     SPMD113,600$3,850 09/30/2019
Fragasso Group Inc.108,895$3,710 06/30/2019
     SPMD108,895$3,710 06/30/2019
Vicus Capital115,702$3,396 06/30/2019
     SPMD115,702$3,396 06/30/2019
Moisand Fitzgerald Tamayo LLC98,806$3,366 06/30/2019
     SPMD98,806$3,366 06/30/2019
LVZ Advisors Inc.91,921$3,132 06/30/2019
     SPMD91,921$3,132 06/30/2019
Royal Bank of Canada90,298$3,076 06/30/2019
     SPMD90,298$3,076 06/30/2019
Chemung Canal Trust Co.89,991$3,050 09/30/2019
     SPMD89,991$3,050 09/30/2019
Financial Enhancement Group LLC87,742$2,989 06/30/2019
     SPMD87,742$2,989 06/30/2019
HighTower Advisors LLC86,454$2,942 06/30/2019
     SPMD86,454$2,942 06/30/2019
Copperwynd Financial LLC83,898$2,858 06/30/2019
     SPMD83,898$2,858 06/30/2019
Mokosak Advisory Group LLC83,080$2,816 09/30/2019
     SPMD83,080$2,816 09/30/2019
UBS Group AG80,505$2,743 06/30/2019
     SPMD80,505$2,743 06/30/2019
Inspirion Wealth Advisors LLC80,383$2,739 06/30/2019
     SPMD80,383$2,739 06/30/2019
Stringer Asset Management LLC80,047$2,727 06/30/2019
     SPMD80,047$2,727 06/30/2019
Northern Trust Corp77,925$2,655 06/30/2019
     SPMD77,925$2,655 06/30/2019
Financial Consulate Inc.75,393$2,555 09/30/2019
     SPMD75,393$2,555 09/30/2019
LPL Financial LLC74,215$2,529 06/30/2019
     SPMD74,215$2,529 06/30/2019
Townsquare Capital LLC74,014$2,484 06/30/2019
     SPMD74,014$2,484 06/30/2019
Vista Investment Management67,720$2,307 06/30/2019
     SPMD67,720$2,307 06/30/2019
Pinnacle Advisory Group Inc.67,575$2,290 09/30/2019
     SPMD67,575$2,290 09/30/2019
Squar Milner Financial Services LLC64,753$2,206 06/30/2019
     SPMD64,753$2,206 06/30/2019
AlphaStar Capital Management LLC64,622$2,202 06/30/2019
     SPMD64,622$2,202 06/30/2019
Wealth & Pension Services Group Inc.63,533$2,165 06/30/2019
     SPMD63,533$2,165 06/30/2019
Wells Fargo & Company MN62,019$2,113 06/30/2019
     SPMD62,019$2,113 06/30/2019
United Capital Financial Advisers LLC52,602$1,792 06/30/2019
     SPMD52,602$1,792 06/30/2019
Oarsman Capital Inc.51,313$1,748 06/30/2019
     SPMD51,313$1,748 06/30/2019
Goldman Sachs Group Inc.51,138$1,742 06/30/2019
     SPMD51,138$1,742 06/30/2019
Towercrest Capital Management47,990$1,635 06/30/2019
     SPMD47,990$1,635 06/30/2019
Ladenburg Thalmann Financial Services Inc.47,652$1,624 06/30/2019
     SPMD47,652$1,624 06/30/2019
Alliance Wealth Management Group47,083$1,604 06/30/2019
     SPMD47,083$1,604 06/30/2019
Corrado Advisors LLC47,033$1,594 09/30/2019
     SPMD47,033$1,594 09/30/2019
Susquehanna International Group LLP45,147$1,539 06/30/2019
     SPMD45,147$1,539 06/30/2019
Ballast Inc.44,317$1,509 06/30/2019
     SPMD44,317$1,509 06/30/2019
Commonwealth Equity Services LLC43,345$1,476 06/30/2019
     SPMD43,345$1,476 06/30/2019
Parsec Financial Management Inc.43,200$1,472 06/30/2019
     SPMD43,200$1,472 06/30/2019
McKinley Carter Wealth Services Inc.42,788$1,458 06/30/2019
     SPMD42,788$1,458 06/30/2019
Texas Yale Capital Corp.41,356$1,409 06/30/2019
     SPMD41,356$1,409 06/30/2019
CX Institutional40,919$1,387 09/30/2019
     SPMD40,919$1,387 09/30/2019
Capital Analysts LLC39,090$1,332 06/30/2019
     SPMD39,090$1,332 06/30/2019
Bank of America Corp DE38,949$1,327 06/30/2019
     SPMD38,949$1,327 06/30/2019
United Asset Strategies Inc.38,561$1,314 06/30/2019
     SPMD38,561$1,314 06/30/2019
Goodman Financial Corp36,506$1,244 06/30/2019
     SPMD36,506$1,244 06/30/2019
Citadel Advisors LLC35,333$1,204 06/30/2019
     SPMD35,333$1,204 06/30/2019
Doyle Wealth Management35,110$1,196 06/30/2019
     SPMD35,110$1,196 06/30/2019
Janney Montgomery Scott LLC33,838$1,153 06/30/2019
     SPMD33,838$1,153 06/30/2019
First Foundation Advisors33,052$1,126 06/30/2019
     SPMD33,052$1,126 06/30/2019
Private Advisor Group LLC32,600$1,111 06/30/2019
     SPMD32,600$1,111 06/30/2019
G&S Capital LLC32,179$1,091 09/30/2019
     SPMD32,179$1,091 09/30/2019
Arete Wealth Advisors LLC31,675$1,079 06/30/2019
     SPMD31,675$1,079 06/30/2019
Honkamp Krueger Financial Services Inc.31,076$1,058 06/30/2019
     SPMD31,076$1,058 06/30/2019
Smart Money Group LLC30,548$1,041 06/30/2019
     SPMD30,548$1,041 06/30/2019
Baltimore Washington Financial Advisors Inc.29,566$1,002 09/30/2019
     SPMD29,566$1,002 09/30/2019
Frontier Wealth Management LLC29,208$995 06/30/2019
     SPMD29,208$995 06/30/2019
Coldstream Capital Management Inc.29,100$991 06/30/2019
     SPMD29,100$991 06/30/2019
ARGI Investment Services LLC28,419$968 06/30/2019
     SPMD28,419$968 06/30/2019
Econ Financial Services Corp28,207$961 06/30/2019
     SPMD28,207$961 06/30/2019
CLS Investments LLC28,032$955 06/30/2019
     SPMD28,032$955 06/30/2019
Lantz Financial LLC27,172$892 09/30/2019
     SPMD27,172$892 09/30/2019
Valtinson Bruner Financial Planning LLC25,362$851 09/30/2019
     SPMD25,362$851 09/30/2019
Forte Capital LLC ADV25,056$849 09/30/2019
     SPMD25,056$849 09/30/2019
Centaurus Financial Inc.24,220$825 06/30/2019
     SPMD24,220$825 06/30/2019
WealthPLAN Partners LLC23,215$771 06/30/2019
     SPMD23,215$771 06/30/2019
TCG Advisors LP22,572$768 06/30/2019
     SPMD22,572$768 06/30/2019
Sterling Investment Advisors Ltd.21,100$715 09/30/2019
     SPMD21,100$715 09/30/2019
Putnam FL Investment Management Co.20,913$713 06/30/2019
     SPMD20,913$713 06/30/2019
OLD Dominion Capital Management Inc.20,395$695 06/30/2019
     SPMD20,395$695 06/30/2019
Brightworth20,023$682 06/30/2019
     SPMD20,023$682 06/30/2019
Tower Research Capital LLC TRC 19,224$655 06/30/2019
     SPMD19,224$655 06/30/2019
Condor Capital Management18,982$647 06/30/2019
     SPMD18,982$647 06/30/2019
Access Financial Services Inc.18,730$638 06/30/2019
     SPMD18,730$638 06/30/2019
Avestar Capital LLC19,407$635 06/30/2019
     SPMD19,407$635 06/30/2019
Stifel Financial Corp17,727$604 06/30/2019
     SPMD17,727$604 06/30/2019
HBK Sorce Advisory LLC17,723$604 06/30/2019
     SPMD17,723$604 06/30/2019
Alexandria Capital LLC17,675$602 06/30/2019
     SPMD17,675$602 06/30/2019
Reston Wealth Management LLC16,537$563 06/30/2019
     SPMD16,537$563 06/30/2019
Roundview Capital LLC16,193$552 06/30/2019
     SPMD16,193$552 06/30/2019
Duncker Streett & Co. Inc.16,090$548 06/30/2019
     SPMD16,090$548 06/30/2019
Omega Financial Group LLC15,570$530 06/30/2019
     SPMD15,570$530 06/30/2019
RDA Financial Network15,526$529 06/30/2019
     SPMD15,526$529 06/30/2019
Twin Focus Capital Partners LLC15,500$528 06/30/2019
     SPMD15,500$528 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC15,226$516 09/30/2019
     SPMD15,226$516 09/30/2019
Smith Moore & CO.14,886$507 06/30/2019
     SPMD14,886$507 06/30/2019
Ausdal Financial Partners Inc.13,930$485 06/30/2019
     SPMD13,930$485 06/30/2019
Moloney Securities Asset Management LLC14,087$480 06/30/2019
     SPMD14,087$480 06/30/2019
Dynamic Advisor Solutions LLC14,040$478 06/30/2019
     SPMD14,040$478 06/30/2019
Clear Perspective Advisors LLC13,809$470 06/30/2019
     SPMD13,809$470 06/30/2019
Kohmann Bosshard Financial Services LLC13,538$459 09/30/2019
     SPMD13,538$459 09/30/2019
Advisor Group Inc.13,356$455 06/30/2019
     SPMD13,356$455 06/30/2019
Lutz Financial Services LLC12,965$442 06/30/2019
     SPMD12,965$442 06/30/2019
Chicago Partners Investment Group LLC11,850$401 06/30/2019
     SPMD11,850$401 06/30/2019
Ironwood Wealth Management LLC.11,647$395 09/30/2019
     SPMD11,647$395 09/30/2019
Great Valley Advisor Group Inc.11,556$394 06/30/2019
     SPMD11,556$394 06/30/2019
Change Path LLC11,441$390 06/30/2019
     SPMD11,441$390 06/30/2019
Affiance Financial LLC11,401$386 09/30/2019
     SPMD11,401$386 09/30/2019
SlateStone Wealth LLC11,288$385 06/30/2019
     SPMD11,288$385 06/30/2019
Capital Investment Advisory Services LLC11,055$375 09/30/2019
     SPMD11,055$375 09/30/2019
Macroview Investment Management LLC10,873$370 06/30/2019
     SPMD10,873$370 06/30/2019
Mariner LLC10,825$369 06/30/2019
     SPMD10,825$369 06/30/2019
CWM LLC10,748$366 06/30/2019
     SPMD10,748$366 06/30/2019
Wealthsource Partners LLC10,445$356 06/30/2019
     SPMD10,445$356 06/30/2019
Cetera Advisors LLC10,073$345 06/30/2019
     SPMD10,073$345 06/30/2019
Fernwood Investment Management LLC10,088$344 06/30/2019
     SPMD10,088$344 06/30/2019
Beacon Pointe Wealth Advisors LLC9,975$340 06/30/2019
     SPMD9,975$340 06/30/2019
Alesco Advisors LLC9,433$321 06/30/2019
     SPMD9,433$321 06/30/2019
LifePlan Financial Group Inc9,156$310 09/30/2019
     SPMD9,156$310 09/30/2019
AdvisorNet Financial Inc8,872$302 06/30/2019
     SPMD8,872$302 06/30/2019
Prestige Wealth Management Group LLC8,826$301 06/30/2019
     SPMD8,826$301 06/30/2019
Grimes & Company Inc.8,713$297 06/30/2019
     SPMD8,713$297 06/30/2019
Bell Rock Capital LLC8,878$296 06/30/2019
     SPMD8,878$296 06/30/2019
MML Investors Services LLC8,627$294 06/30/2019
     SPMD8,627$294 06/30/2019
Signet Financial Management LLC8,345$289 06/30/2019
     SPMD8,345$289 06/30/2019
Edmonds Duncan Registered Investment Advisors LLC8,263$282 06/30/2019
     SPMD8,263$282 06/30/2019
American Money Management LLC8,234$281 06/30/2019
     SPMD8,234$281 06/30/2019
Cahaba Wealth Management Inc.8,089$275 06/30/2019
     SPMD8,089$275 06/30/2019
White Pine Capital LLC8,050$274 06/30/2019
     SPMD8,050$274 06/30/2019
Regal Investment Advisors LLC7,680$262 06/30/2019
     SPMD7,680$262 06/30/2019
Old Port Advisors7,788$259 09/30/2019
     SPMD7,788$259 09/30/2019
Braun Bostich & Associates Inc.7,459$254 06/30/2019
     SPMD7,459$254 06/30/2019
Park Avenue Securities LLC7,418$251 09/30/2019
     SPMD7,418$251 09/30/2019
Lincoln National Corp7,089$242 06/30/2019
     SPMD7,089$242 06/30/2019
Cobblestone Capital Advisors LLC NY6,920$236 06/30/2019
     SPMD6,920$236 06/30/2019
Marino Stram & Associates LLC6,847$232 09/30/2019
     SPMD6,847$232 09/30/2019
Altavista Wealth Management Inc.6,715$229 06/30/2019
     SPMD6,715$229 06/30/2019
Johnson Investment Counsel Inc.6,722$228 06/30/2019
     SPMD6,722$228 06/30/2019
Segall Bryant & Hamill LLC6,681$228 06/30/2019
     SPMD6,681$228 06/30/2019
First Republic Investment Management Inc.6,501$221 06/30/2019
     SPMD6,501$221 06/30/2019
Deutsche Bank AG6,380$217 06/30/2019
     SPMD6,380$217 06/30/2019
Paulson Wealth Management Inc.6,167$211 06/30/2019
     SPMD6,167$211 06/30/2019
UBS Asset Management Americas Inc.5,789$197 06/30/2019
     SPMD5,789$197 06/30/2019
Carroll Financial Associates Inc.5,631$190 09/30/2019
     SPMD5,631$190 09/30/2019
Garrett Wealth Advisory Group LLC5,404$183 09/30/2019
     SPMD5,404$183 09/30/2019
Guidant Wealth Advisors5,189$176 09/30/2019
     SPMD5,189$176 09/30/2019
US Bancorp DE4,416$151 06/30/2019
     SPMD4,416$151 06/30/2019
Advantage Investment Management LLC3,878$131 09/30/2019
     SPMD3,878$131 09/30/2019
QCI Asset Management Inc. NY3,225$110 06/30/2019
     SPMD3,225$110 06/30/2019
Advisory Services Network LLC3,112$106 06/30/2019
     SPMD3,112$106 06/30/2019
Front Row Advisors LLC3,084$105 06/30/2019
     SPMD3,084$105 06/30/2019
PNC Financial Services Group Inc.2,693$92 06/30/2019
     SPMD2,693$92 06/30/2019
Steward Partners Investment Advisory LLC2,505$85 06/30/2019
     SPMD2,505$85 06/30/2019
Rehmann Capital Advisory Group2,324$79 06/30/2019
     SPMD2,324$79 06/30/2019
Certified Advisory Corp1,922$65 06/30/2019
     SPMD1,922$65 06/30/2019
Emerald Investment Partners LLC1,697$58 06/30/2019
     SPMD1,697$58 06/30/2019
Captrust Financial Advisors1,449$49 06/30/2019
     SPMD1,449$49 06/30/2019
San Francisco Sentry Investment Group CA1,430$48 09/30/2019
     SPMD1,430$48 09/30/2019
Meridian Wealth Management LLC1,261$43 06/30/2019
     SPMD1,261$43 06/30/2019
Coastal Capital Group Inc.1,100$37 06/30/2019
     SPMD1,100$37 06/30/2019
Accurate Investment Solutions Inc.930$32 09/30/2019
     SPMD930$32 09/30/2019
Kavar Capital Partners LLC778$27 06/30/2019
     SPMD778$27 06/30/2019
Fifth Third Bancorp772$26 06/30/2019
     SPMD772$26 06/30/2019
Barnett & Company Inc.772$26 06/30/2019
     SPMD772$26 06/30/2019
JFS Wealth Advisors LLC769$26 06/30/2019
     SPMD769$26 06/30/2019
MCF Advisors LLC756$26 06/30/2019
     SPMD756$26 06/30/2019
Patriot Financial Group Insurance Agency LLC677$23 06/30/2019
     SPMD677$23 06/30/2019
Cribstone Capital Management LLC502$17 06/30/2019
     SPMD502$17 06/30/2019
Liberty Wealth Management LLC436$15 06/30/2019
     SPMD436$15 06/30/2019
Flagship Harbor Advisors LLC387$13 06/30/2019
     SPMD387$13 06/30/2019
Signaturefd LLC323$11 09/30/2019
     SPMD323$11 09/30/2019
Citigroup Inc.330$11 06/30/2019
     SPMD330$11 06/30/2019
OLD Second National Bank of Aurora254$9 06/30/2019
     SPMD254$9 06/30/2019
Golden State Wealth Management LLC226$7 06/30/2019
     SPMD226$7 06/30/2019
Vista Private Wealth Partners. LLC167$6 09/30/2019
     SPMD167$6 09/30/2019
Wealthcare Advisory Partners LLC100$3 09/30/2019
     SPMD100$3 09/30/2019
Sound Income Strategies LLC89$3 09/30/2019
     SPMD89$3 09/30/2019
BlackRock Inc.96$3 06/30/2019
     SPMD96$3 06/30/2019
Parallel Advisors LLC92$3 06/30/2019
     SPMD92$3 06/30/2019
FMR LLC51$2 06/30/2019
     SPMD51$2 06/30/2019
Northwestern Mutual Wealth Management Co.64$2 06/30/2019
     SPMD64$2 06/30/2019
Larson Financial Group LLC13$0 09/30/2019
     SPMD13$0 09/30/2019
Proequities Inc.0$0 06/30/2019
     SPMD0$0 06/30/2019
Parallax Volatility Advisers L.P.3$0 06/30/2019
     SPMD3$0 06/30/2019

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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