HoldingsChannel.com
Funds Holding SPSB

On this page, we present all of the funds holding SPSB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPSB, with a link to that fund's top holdings. The next columns indicate the amount of SPSB stock held by each of the funds holding SPSB, followed by the SPSB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 535 funds holding SPSB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Creative Planning. For more details on the positions held by Creative Planning (or by any of the other funds holding SPSB), click the fund name in the "Holder" column of the funds-holding-SPSB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning24,288,400$723,309 12/31/2023
     SPSB24,288,400$723,309 12/31/2023
JPMorgan Chase & Co.7,994,596$238,079 12/31/2023
     SPSB7,994,596$238,079 12/31/2023
Envestnet Asset Management Inc.5,842,879$174,001 12/31/2023
     SPSB5,842,879$174,001 12/31/2023
Valmark Advisers Inc.5,617,372$167,285 12/31/2023
     SPSB5,617,372$167,285 12/31/2023
Bank of America Corp DE5,412,836$161,194 12/31/2023
     SPSB5,412,836$161,194 12/31/2023
Morgan Stanley5,213,256$155,251 12/31/2023
     SPSB5,213,256$155,251 12/31/2023
LPL Financial LLC5,096,641$151,778 12/31/2023
     SPSB5,096,641$151,778 12/31/2023
Baird Financial Group Inc.3,411,776$101,603 12/31/2023
     SPSB3,411,776$101,603 12/31/2023
Fisher Asset Management LLC3,060,443$91,140 12/31/2023
     SPSB3,060,443$91,140 12/31/2023
State Street Corp2,618,002$77,964 12/31/2023
     SPSB2,618,002$77,964 12/31/2023
Huntington National Bank2,536,541$75,538 12/31/2023
     SPSB2,536,541$75,538 12/31/2023
TIAA Trust National Association2,219,669$66,102 12/31/2023
     SPSB2,219,669$66,102 12/31/2023
RiverFront Investment Group LLC2,213,786$65,926 12/31/2023
     SPSB2,213,786$65,926 12/31/2023
Wells Fargo & Company MN2,175,613$64,790 12/31/2023
     SPSB2,175,613$64,790 12/31/2023
Renaissance Technologies LLC2,094,300$62,368 12/31/2023
     SPSB2,094,300$62,368 12/31/2023
UBS Group AG2,083,337$62,042 12/31/2023
     SPSB2,083,337$62,042 12/31/2023
Destination Wealth Management2,059,166$61,322 12/31/2023
     SPSB2,059,166$61,322 12/31/2023
Litman Gregory Asset Management LLC1,940,693$57,794 12/31/2023
     SPSB1,940,693$57,794 12/31/2023
Goldman Sachs Group Inc.1,887,649$56,214 12/31/2023
     SPSB1,887,649$56,214 12/31/2023
MCF Advisors LLC1,815,678$54,053 03/31/2024
     SPSB1,815,678$54,053 03/31/2024
The PNC Financial Services Group Inc.1,710,943$50,952 12/31/2023
     SPSB1,710,943$50,952 12/31/2023
Townsquare Capital LLC1,670,467$49,747 12/31/2023
     SPSB1,670,467$49,747 12/31/2023
Ameriprise Financial Inc.1,562,932$46,557 12/31/2023
     SPSB1,562,932$46,557 12/31/2023
Allstate Corp1,551,615$46,207 12/31/2023
     SPSB1,551,615$46,207 12/31/2023
Rodgers & Associates LTD1,381,127$41,130 12/31/2023
     SPSB1,381,127$41,130 12/31/2023
Bank of New York Mellon Corp1,324,341$39,426 03/31/2024
     SPSB1,324,341$39,426 03/31/2024
Relative Value Partners Group LLC1,240,821$36,952 12/31/2023
     SPSB1,240,821$36,952 12/31/2023
Advisor Group Holdings Inc.1,182,272$35,210 12/31/2023
     SPSB1,182,272$35,210 12/31/2023
Baystate Wealth Management LLC1,150,949$34,275 12/31/2023
     SPSB1,150,949$34,275 12/31/2023
Buckingham Capital Management Inc.1,138,581$33,896 03/31/2024
     SPSB1,138,581$33,896 03/31/2024
Red Cedar Investment Management LLC1,084,357$32,281 03/31/2024
     SPSB1,084,357$32,281 03/31/2024
AE Wealth Management LLC1,062,387$31,702 12/31/2023
     SPSB1,062,387$31,702 12/31/2023
Bank of Nova Scotia1,041,900$31,001 12/31/2023
     SPSB1,041,900$31,001 12/31/2023
Concord Wealth Partners1,035,565$30,839 12/31/2023
     SPSB1,035,565$30,839 12/31/2023
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.1,017,101$30,289 12/31/2023
     SPSB1,017,101$30,289 12/31/2023
Strategic Point Investment Advisors LLC970,347$28,897 12/31/2023
     SPSB970,347$28,897 12/31/2023
Gemmer Asset Management LLC864,579$25,739 03/31/2024
     SPSB864,579$25,739 03/31/2024
Willow Creek Wealth Management Inc.863,285$25,709 12/31/2023
     SPSB863,285$25,709 12/31/2023
Allspring Global Investments Holdings LLC847,800$25,239 03/31/2024
     SPSB847,800$25,239 03/31/2024
Royal Bank of Canada845,705$25,185 12/31/2023
     SPSB845,705$25,185 12/31/2023
Flagstone Financial Management802,849$23,909 12/31/2023
     SPSB802,849$23,909 12/31/2023
Walker Financial Services Inc.768,154$22,868 03/31/2024
     SPSB768,154$22,868 03/31/2024
Arkansas Financial Group Inc.728,852$21,698 03/31/2024
     SPSB728,852$21,698 03/31/2024
Capital Wealth Management LLC718,366$21,386 03/31/2024
     SPSB718,366$21,386 03/31/2024
Creative Financial Designs Inc. ADV706,035$21,026 12/31/2023
     SPSB706,035$21,026 12/31/2023
Banco Santander S.A.697,236$20,764 12/31/2023
     SPSB697,236$20,764 12/31/2023
BIP Wealth LLC687,629$20,478 12/31/2023
     SPSB687,629$20,478 12/31/2023
Cedar Mountain Advisors LLC672,572$20,022 03/31/2024
     SPSB672,572$20,022 03/31/2024
Winthrop Capital Management LLC667,077$19,866 12/31/2023
     SPSB667,077$19,866 12/31/2023
Hudson Valley Investment Advisors Inc. ADV645,112$19,205 03/31/2024
     SPSB645,112$19,205 03/31/2024
Cherry Tree Wealth Management LLC630,648$18,781 12/31/2023
     SPSB630,648$18,781 12/31/2023
US Bancorp DE624,471$18,597 12/31/2023
     SPSB624,471$18,597 12/31/2023
CoreCap Advisors LLC603,929$17,985 12/31/2023
     SPSB603,929$17,985 12/31/2023
StrategIQ Financial Group LLC597,611$17,797 12/31/2023
     SPSB597,611$17,797 12/31/2023
Mariner LLC594,601$17,707 12/31/2023
     SPSB594,601$17,707 12/31/2023
Cetera Advisor Networks LLC580,193$17,278 12/31/2023
     SPSB580,193$17,278 12/31/2023
Raymond James Financial Services Advisors Inc.567,089$16,882 03/31/2024
     SPSB567,089$16,882 03/31/2024
Private Advisor Group LLC562,383$16,748 12/31/2023
     SPSB562,383$16,748 12/31/2023
Manning & Napier Group LLC557,178$16,587 03/31/2024
     SPSB557,178$16,587 03/31/2024
Occidental Asset Management LLC547,414$16,297 03/31/2024
     SPSB547,414$16,297 03/31/2024
Charles Schwab Investment Management Inc.545,177$16,235 12/31/2023
     SPSB545,177$16,235 12/31/2023
Meiji Yasuda Life Insurance Co530,500$15,798 12/31/2023
     SPSB530,500$15,798 12/31/2023
Smithfield Trust Co.527,809$15,712 12/31/2023
     SPSB527,809$15,712 12/31/2023
Truist Financial Corp512,148$15,252 12/31/2023
     SPSB512,148$15,252 12/31/2023
Cohen & Steers Inc.502,348$14,960 12/31/2023
     SPSB502,348$14,960 12/31/2023
Dynamic Advisor Solutions LLC479,921$14,287 03/31/2024
     SPSB479,921$14,287 03/31/2024
Envestnet Portfolio Solutions Inc.475,237$14,153 12/31/2023
     SPSB475,237$14,153 12/31/2023
Mirae Asset Global Investments Co. Ltd.475,080$14,148 12/31/2023
     SPSB475,080$14,148 12/31/2023
Hardy Reed LLC466,852$13,903 12/31/2023
     SPSB466,852$13,903 12/31/2023
Whitcomb & Hess Inc.463,812$13,808 03/31/2024
     SPSB463,812$13,808 03/31/2024
Trilogy Capital Inc.459,805$13,688 03/31/2024
     SPSB459,805$13,688 03/31/2024
Coulter & Justus Financial Services LLC458,842$13,664 12/31/2023
     SPSB458,842$13,664 12/31/2023
Windham Capital Management LLC411,542$12,256 12/31/2023
     SPSB411,542$12,256 12/31/2023
Obsidian Personal Planning Solutions LLC402,982$12,001 12/31/2023
     SPSB402,982$12,001 12/31/2023
RWM Asset Management LLC392,744$11,692 03/31/2024
     SPSB392,744$11,692 03/31/2024
Kingsview Wealth Management LLC387,901$11,552 12/31/2023
     SPSB387,901$11,552 12/31/2023
Wealth Enhancement Advisory Services LLC385,004$11,462 03/31/2024
     SPSB385,004$11,462 03/31/2024
Susquehanna International Group LLP382,821$11,400 12/31/2023
     SPSB382,821$11,400 12/31/2023
M Holdings Securities Inc.382,631$11,395 12/31/2023
     SPSB382,631$11,395 12/31/2023
Revisor Wealth Management LLC379,981$11,314 03/31/2024
     SPSB379,981$11,314 03/31/2024
Cornerstone Management Inc.372,640$11,097 12/31/2023
     SPSB372,640$11,097 12/31/2023
Kraft Davis & Associates LLC352,117$10,509 12/31/2023
     SPSB352,117$10,509 12/31/2023
Pinnacle Financial Partners Inc.336,055$10,008 12/31/2023
     SPSB336,055$10,008 12/31/2023
Avantax Advisory Services Inc.335,876$10,002 12/31/2023
     SPSB335,876$10,002 12/31/2023
Janney Montgomery Scott LLC333,780$9,940 12/31/2023
     SPSB333,780$9,940 12/31/2023
CWM LLC325,873$9,701 03/31/2024
     SPSB325,873$9,701 03/31/2024
Rogco LP325,181$9,684 12/31/2023
     SPSB325,181$9,684 12/31/2023
Horizon Investments LLC318,681$9,490 12/31/2023
     SPSB318,681$9,490 12/31/2023
Deutsche Bank AG315,502$9,396 12/31/2023
     SPSB315,502$9,396 12/31/2023
Geneos Wealth Management Inc.309,899$9,229 12/31/2023
     SPSB309,899$9,229 12/31/2023
Great Point Wealth Advisors LLC307,504$9,157 12/31/2023
     SPSB307,504$9,157 12/31/2023
Change Path LLC305,929$9,111 12/31/2023
     SPSB305,929$9,111 12/31/2023
RFG Advisory LLC289,610$8,622 03/31/2024
     SPSB289,610$8,622 03/31/2024
DLK Investment Management LLC285,971$8,513 03/31/2024
     SPSB285,971$8,513 03/31/2024
Advisory Services Network LLC281,301$8,377 12/31/2023
     SPSB281,301$8,377 12/31/2023
Clark Capital Management Group Inc.278,407$8,291 12/31/2023
     SPSB278,407$8,291 12/31/2023
Fairview Capital Investment Management LLC277,884$8,275 12/31/2023
     SPSB277,884$8,275 12/31/2023
Sweet Financial Partners LLC267,636$7,968 03/31/2024
     SPSB267,636$7,968 03/31/2024
Courier Capital LLC262,296$7,809 03/31/2024
     SPSB262,296$7,809 03/31/2024
Systelligence LLC259,780$7,734 03/31/2024
     SPSB259,780$7,734 03/31/2024
Beacon Harbor Wealth Advisors Inc.256,618$7,642 12/31/2023
     SPSB256,618$7,642 12/31/2023
Vista Investment Management256,246$7,631 12/31/2023
     SPSB256,246$7,631 12/31/2023
FDx Advisors Inc.246,215$7,332 12/31/2023
     SPSB246,215$7,332 12/31/2023
NewSquare Capital LLC242,755$7,229 12/31/2023
     SPSB242,755$7,229 12/31/2023
Truefg LLC241,047$7,176 03/31/2024
     SPSB241,047$7,176 03/31/2024
Horizon Financial Services LLC240,052$7,146 03/31/2024
     SPSB240,052$7,146 03/31/2024
Municipal Employees Retirement System of Michigan239,775$7,138 03/31/2024
     SPSB239,775$7,138 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management230,016$6,850 12/31/2023
     SPSB230,016$6,850 12/31/2023
Hilltop Holdings Inc.229,511$6,835 12/31/2023
     SPSB229,511$6,835 12/31/2023
Bailard Inc.228,954$6,818 12/31/2023
     SPSB228,954$6,818 12/31/2023
Pineridge Advisors LLC226,780$6,754 12/31/2023
     SPSB226,780$6,754 12/31/2023
DAGCO Inc.223,515$6,656 12/31/2023
     SPSB223,515$6,656 12/31/2023
Dynamic Wealth Strategies LLC223,515$6,656 12/31/2023
     SPSB223,515$6,656 12/31/2023
Mascoma Wealth Management LLC219,593$6,539 12/31/2023
     SPSB219,593$6,539 12/31/2023
Capital Insight Partners LLC213,180$6,346 03/31/2024
     SPSB213,180$6,346 03/31/2024
Wrapmanager Inc.210,546$6,270 12/31/2023
     SPSB210,546$6,270 12/31/2023
MML Investors Services LLC206,281$6,143 12/31/2023
     SPSB206,281$6,143 12/31/2023
Allen Investment Management LLC204,584$6,093 12/31/2023
     SPSB204,584$6,093 12/31/2023
Martin Capital Partners LLC197,459$5,878 03/31/2024
     SPSB197,459$5,878 03/31/2024
Iron Financial LLC197,074$5,867 03/31/2024
     SPSB197,074$5,867 03/31/2024
Marshall Wace LLP189,900$5,655 12/31/2023
     SPSB189,900$5,655 12/31/2023
Delta Asset Management LLC TN188,410$5,611 12/31/2023
     SPSB188,410$5,611 12/31/2023
Buck Wealth Strategies LLC186,698$5,560 12/31/2023
     SPSB186,698$5,560 12/31/2023
Cambridge Investment Research Advisors Inc.176,347$5,250 03/31/2024
     SPSB176,347$5,250 03/31/2024
IHT Wealth Management LLC173,330$5,162 12/31/2023
     SPSB173,330$5,162 12/31/2023
EP Wealth Advisors LLC172,261$5,130 12/31/2023
     SPSB172,261$5,130 12/31/2023
Stifel Financial Corp165,949$4,942 12/31/2023
     SPSB165,949$4,942 12/31/2023
Auour Investments LLC164,633$4,909 12/31/2023
     SPSB164,633$4,909 12/31/2023
Probity Advisors Inc.160,938$4,793 12/31/2023
     SPSB160,938$4,793 12/31/2023
Hirtle Callaghan & Co LLC158,525$4,721 12/31/2023
     SPSB158,525$4,721 12/31/2023
Commonwealth Equity Services LLC156,037$4,647 12/31/2023
     SPSB156,037$4,647 12/31/2023
Parallel Advisors LLC156,040$4,647 12/31/2023
     SPSB156,040$4,647 12/31/2023
Cabot Wealth Management Inc.155,901$4,643 12/31/2023
     SPSB155,901$4,643 12/31/2023
Good Life Advisors LLC155,382$4,627 12/31/2023
     SPSB155,382$4,627 12/31/2023
Rosenberg Matthew Hamilton155,957$4,619 03/31/2024
     SPSB155,957$4,619 03/31/2024
Bartlett & Co. LLC151,582$4,513 12/31/2023
     SPSB151,582$4,513 12/31/2023
Bartlett & CO. Wealth Management LLC151,582$4,513 12/31/2023
     SPSB151,582$4,513 12/31/2023
HBW Advisory Services LLC149,242$4,444 03/31/2024
     SPSB149,242$4,444 03/31/2024
Richard W. Paul & Associates LLC145,926$4,346 12/31/2023
     SPSB145,926$4,346 12/31/2023
Signet Financial Management LLC144,813$4,311 03/31/2024
     SPSB144,813$4,311 03/31/2024
Jane Street Group LLC142,610$4,247 12/31/2023
     SPSB142,610$4,247 12/31/2023
Advocacy Wealth Management Services LLC142,628$4,246 03/31/2024
     SPSB142,628$4,246 03/31/2024
GWM Advisors LLC142,116$4,234 12/31/2023
     SPSB142,116$4,234 12/31/2023
Eukles Asset Management137,365$4,091 12/31/2023
     SPSB137,365$4,091 12/31/2023
Silver Lake Advisory LLC137,155$4,083 03/31/2024
     SPSB137,155$4,083 03/31/2024
CI Private Wealth LLC136,761$4,073 12/31/2023
     SPSB136,761$4,073 12/31/2023
Impact Partnership Wealth LLC135,519$4,036 12/31/2023
     SPSB135,519$4,036 12/31/2023
HighTower Advisors LLC134,541$4,009 12/31/2023
     SPSB134,541$4,009 12/31/2023
Cetera Investment Advisers133,286$3,969 12/31/2023
     SPSB133,286$3,969 12/31/2023
Cetera Advisors LLC132,281$3,939 12/31/2023
     SPSB132,281$3,939 12/31/2023
ADE LLC131,631$3,919 03/31/2024
     SPSB131,631$3,919 03/31/2024
Prospera Financial Services Inc130,386$3,883 12/31/2023
     SPSB130,386$3,883 12/31/2023
Parsons Capital Management Inc. RI124,469$3,705 03/31/2024
     SPSB124,469$3,705 03/31/2024
Kestra Advisory Services LLC122,027$3,634 12/31/2023
     SPSB122,027$3,634 12/31/2023
Parcion Private Wealth LLC120,673$3,592 03/31/2024
     SPSB120,673$3,592 03/31/2024
Money Design Co. Ltd.120,194$3,578 03/31/2024
     SPSB120,194$3,578 03/31/2024
Thrive Capital Management LLC118,819$3,538 12/31/2023
     SPSB118,819$3,538 12/31/2023
Wayfinding Financial LLC118,703$3,534 12/31/2023
     SPSB118,703$3,534 12/31/2023
Arete Wealth Advisors LLC116,691$3,475 12/31/2023
     SPSB116,691$3,475 12/31/2023
Badgley Phelps Wealth Managers LLC116,200$3,460 12/31/2023
     SPSB116,200$3,460 12/31/2023
N.E.W. Advisory Services LLC116,080$3,456 03/31/2024
     SPSB116,080$3,456 03/31/2024
Merit Financial Group LLC114,209$3,401 12/31/2023
     SPSB114,209$3,401 12/31/2023
Eagle Global Advisors LLC113,000$3,365 12/31/2023
     SPSB113,000$3,365 12/31/2023
PFG Investments LLC112,962$3,363 03/31/2024
     SPSB112,962$3,363 03/31/2024
Raymond James & Associates112,457$3,348 03/31/2024
     SPSB112,457$3,348 03/31/2024
Garrett Investment Advisors LLC111,705$3,325 03/31/2024
     SPSB111,705$3,325 03/31/2024
Compass Financial Group Inc.111,587$3,323 12/31/2023
     SPSB111,587$3,323 12/31/2023
Total Wealth Planning LLC109,351$3,255 03/31/2024
     SPSB109,351$3,255 03/31/2024
VisionPoint Advisory Group LLC109,202$3,252 12/31/2023
     SPSB109,202$3,252 12/31/2023
We Are One Seven LLC108,382$3,228 12/31/2023
     SPSB108,382$3,228 12/31/2023
Continuum Advisory LLC103,889$3,094 12/31/2023
     SPSB103,889$3,094 12/31/2023
Stephens Inc. AR102,041$3,039 12/31/2023
     SPSB102,041$3,039 12/31/2023
Elevated Capital Advisors LLC101,355$3,017 03/31/2024
     SPSB101,355$3,017 03/31/2024
Steward Partners Investment Advisory LLC100,517$2,993 12/31/2023
     SPSB100,517$2,993 12/31/2023
Atria Investments LLC99,735$2,970 12/31/2023
     SPSB99,735$2,970 12/31/2023
Proequities Inc.99,206$2,954 12/31/2023
     SPSB99,206$2,954 12/31/2023
Connectus Wealth LLC99,025$2,949 12/31/2023
     SPSB99,025$2,949 12/31/2023
Stratos Wealth Partners LTD.98,923$2,945 03/31/2024
     SPSB98,923$2,945 03/31/2024
Kovitz Investment Group Partners LLC98,508$2,934 12/31/2023
     SPSB98,508$2,934 12/31/2023
Orin Green Financial LLC97,631$2,907 12/31/2023
     SPSB97,631$2,907 12/31/2023
Guggenheim Capital LLC97,317$2,898 12/31/2023
     SPSB97,317$2,898 12/31/2023
Equitable Holdings Inc.96,450$2,872 12/31/2023
     SPSB96,450$2,872 12/31/2023
Atria Wealth Solutions Inc.95,198$2,835 12/31/2023
     SPSB95,198$2,835 12/31/2023
Staley Capital Advisers Inc.95,165$2,834 12/31/2023
     SPSB95,165$2,834 12/31/2023
All Terrain Financial Advisors LLC94,672$2,819 12/31/2023
     SPSB94,672$2,819 12/31/2023
Consolidated Portfolio Review Corp94,044$2,801 12/31/2023
     SPSB94,044$2,801 12/31/2023
Capstone Wealth Management Group LLC93,998$2,798 03/31/2024
     SPSB93,998$2,798 03/31/2024
HM Payson & Co.92,118$2,743 12/31/2023
     SPSB92,118$2,743 12/31/2023
Elwood & Goetz Wealth Advisory Group LLC91,526$2,725 03/31/2024
     SPSB91,526$2,725 03/31/2024
Portside Wealth Group LLC91,438$2,722 03/31/2024
     SPSB91,438$2,722 03/31/2024
Nations Financial Group Inc. IA ADV90,118$2,683 03/31/2024
     SPSB90,118$2,683 03/31/2024
Whittier Trust Co.89,714$2,671 12/31/2023
     SPSB89,714$2,671 12/31/2023
Park Avenue Securities LLC89,552$2,666 03/31/2024
     SPSB89,552$2,666 03/31/2024
Ameritas Advisory Services LLC89,005$2,651 12/31/2023
     SPSB89,005$2,651 12/31/2023
Windward Private Wealth Management Inc.87,389$2,602 12/31/2023
     SPSB87,389$2,602 12/31/2023
Levy Wealth Management Group LLC87,259$2,599 03/31/2024
     SPSB87,259$2,599 03/31/2024
Gladstone Institutional Advisory LLC87,288$2,599 12/31/2023
     SPSB87,288$2,599 12/31/2023
Rockwood Wealth Management LLC85,991$2,560 03/31/2024
     SPSB85,991$2,560 03/31/2024
Northwestern Mutual Wealth Management Co.85,659$2,551 12/31/2023
     SPSB85,659$2,551 12/31/2023
Channel Wealth LLC85,468$2,544 03/31/2024
     SPSB85,468$2,544 03/31/2024
Zacks Investment Management85,370$2,542 12/31/2023
     SPSB85,370$2,542 12/31/2023
DGS Capital Management LLC84,688$2,521 03/31/2024
     SPSB84,688$2,521 03/31/2024
All Season Financial Advisors Inc.82,989$2,471 03/31/2024
     SPSB82,989$2,471 03/31/2024
Financial Advocates Investment Management82,783$2,465 12/31/2023
     SPSB82,783$2,465 12/31/2023
Transatlantique Private Wealth LLC81,288$2,421 12/31/2023
     SPSB81,288$2,421 12/31/2023
Wescott Financial Advisory Group LLC80,218$2,389 12/31/2023
     SPSB80,218$2,389 12/31/2023
Argent Trust Co79,924$2,380 12/31/2023
     SPSB79,924$2,380 12/31/2023
Gould Asset Management LLC CA76,845$2,288 12/31/2023
     SPSB76,845$2,288 12/31/2023
Great Valley Advisor Group Inc.76,012$2,263 12/31/2023
     SPSB76,012$2,263 12/31/2023
RiverGlades Family Offices LLC75,342$2,243 12/31/2023
     SPSB75,342$2,243 12/31/2023
DAVENPORT & Co LLC73,350$2,184 12/31/2023
     SPSB73,350$2,184 12/31/2023
Larson Financial Group LLC72,497$2,159 12/31/2023
     SPSB72,497$2,159 12/31/2023
Wellington Wealth Strategies LLC.72,409$2,156 12/31/2023
     SPSB72,409$2,156 12/31/2023
Laraway Financial Inc71,638$2,133 12/31/2023
     SPSB71,638$2,133 12/31/2023
Boston Standard Wealth Management LLC70,847$2,109 03/31/2024
     SPSB70,847$2,109 03/31/2024
Jacobi Capital Management LLC70,481$2,099 12/31/2023
     SPSB70,481$2,099 12/31/2023
GeoWealth Management LLC70,393$2,096 12/31/2023
     SPSB70,393$2,096 12/31/2023
Mutual Advisors LLC68,442$2,038 12/31/2023
     SPSB68,442$2,038 12/31/2023
CSM Advisors LLC68,100$2,028 12/31/2023
     SPSB68,100$2,028 12/31/2023
NSI Retail Advisors LLC68,100$2,028 12/31/2023
     SPSB68,100$2,028 12/31/2023
Apollon Wealth Management LLC67,151$2,000 12/31/2023
     SPSB67,151$2,000 12/31/2023
Mercer Global Advisors Inc. ADV66,967$1,994 12/31/2023
     SPSB66,967$1,994 12/31/2023
Boston Financial Mangement LLC65,877$1,962 12/31/2023
     SPSB65,877$1,962 12/31/2023
Caitlin John LLC62,543$1,863 12/31/2023
     SPSB62,543$1,863 12/31/2023
Flow Traders U.S. LLC61,857$1,842 12/31/2023
     SPSB61,857$1,842 12/31/2023
FCA Corp TX61,696$1,837 12/31/2023
     SPSB61,696$1,837 12/31/2023
Alpha Omega Wealth Management LLC61,141$1,820 03/31/2024
     SPSB61,141$1,820 03/31/2024
Patriot Investment Management Inc.61,038$1,817 03/31/2024
     SPSB61,038$1,817 03/31/2024
Nilsine Partners LLC60,908$1,813 03/31/2024
     SPSB60,908$1,813 03/31/2024
BLB&B Advisors LLC60,097$1,789 03/31/2024
     SPSB60,097$1,789 03/31/2024
First Horizon Advisors Inc.59,753$1,779 03/31/2024
     SPSB59,753$1,779 03/31/2024
Roundview Capital LLC59,102$1,760 12/31/2023
     SPSB59,102$1,760 12/31/2023
Sei Investments Co.58,800$1,751 12/31/2023
     SPSB58,800$1,751 12/31/2023
Blair William & Co. IL58,696$1,748 12/31/2023
     SPSB58,696$1,748 12/31/2023
Soros Fund Management LLC55,800$1,662 12/31/2023
     SPSB55,800$1,662 12/31/2023
Resources Investment Advisors LLC.55,745$1,660 12/31/2023
     SPSB55,745$1,660 12/31/2023
Thrivent Financial for Lutherans55,481$1,652 12/31/2023
     SPSB55,481$1,652 12/31/2023
James Investment Research Inc.54,914$1,635 12/31/2023
     SPSB54,914$1,635 12/31/2023
Betterment LLC54,160$1,613 12/31/2023
     SPSB54,160$1,613 12/31/2023
Fortune 45 LLC53,669$1,610 03/31/2024
     SPSB53,669$1,610 03/31/2024
First Trust Advisors LP53,341$1,588 12/31/2023
     SPSB53,341$1,588 12/31/2023
Astoria Portfolio Advisors LLC.53,320$1,575 03/31/2024
     SPSB53,320$1,575 03/31/2024
Penobscot Investment Management Company Inc.52,830$1,573 12/31/2023
     SPSB52,830$1,573 12/31/2023
Kestra Private Wealth Services LLC52,726$1,570 12/31/2023
     SPSB52,726$1,570 12/31/2023
Sontag Advisory LLC52,600$1,566 12/31/2023
     SPSB52,600$1,566 12/31/2023
Hsbc Holdings PLC51,750$1,541 12/31/2023
     SPSB51,750$1,541 12/31/2023
Swmg LLC51,739$1,541 12/31/2023
     SPSB51,739$1,541 12/31/2023
Private Wealth Group LLC51,348$1,529 03/31/2024
     SPSB51,348$1,529 03/31/2024
Prudential Financial Inc.51,234$1,526 12/31/2023
     SPSB51,234$1,526 12/31/2023
Capital Investment Services of America Inc.51,073$1,521 12/31/2023
     SPSB51,073$1,521 12/31/2023
Rockbridge Investment Management LCC51,042$1,520 12/31/2023
     SPSB51,042$1,520 12/31/2023
Ashton Thomas Private Wealth LLC50,517$1,504 03/31/2024
     SPSB50,517$1,504 03/31/2024
MainStreet Investment Advisors LLC50,177$1,494 12/31/2023
     SPSB50,177$1,494 12/31/2023
Principal Securities Inc.49,157$1,464 12/31/2023
     SPSB49,157$1,464 12/31/2023
GAMMA Investing LLC49,098$1,462 03/31/2024
     SPSB49,098$1,462 03/31/2024
Massmutual Trust Co. FSB ADV48,330$1,439 03/31/2024
     SPSB48,330$1,439 03/31/2024
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors47,014$1,400 12/31/2023
     SPSB47,014$1,400 12/31/2023
Fonville Wealth Management LLC46,870$1,395 03/31/2024
     SPSB46,870$1,395 03/31/2024
Flagship Harbor Advisors LLC46,345$1,380 03/31/2024
     SPSB46,345$1,380 03/31/2024
Comerica Bank45,846$1,365 12/31/2023
     SPSB45,846$1,365 12/31/2023
Echo Wealth Management LLC45,773$1,363 03/31/2024
     SPSB45,773$1,363 03/31/2024
Simplify Asset Management Inc.45,695$1,361 12/31/2023
     SPSB45,695$1,361 12/31/2023
Propel Bio Management LLC45,695$1,361 12/31/2023
     SPSB45,695$1,361 12/31/2023
Acorn Financial Advisory Services Inc. ADV45,423$1,350 12/31/2023
     SPSB45,423$1,350 12/31/2023
Kohmann Bosshard Financial Services LLC44,747$1,332 03/31/2024
     SPSB44,747$1,332 03/31/2024
SeaCrest Wealth Management LLC43,305$1,289 03/31/2024
     SPSB43,305$1,289 03/31/2024
Orion Capital Management LLC40,827$1,216 12/31/2023
     SPSB40,827$1,216 12/31/2023
NBT Bank N A NY40,070$1,193 03/31/2024
     SPSB40,070$1,193 03/31/2024
National Asset Management Inc.39,580$1,179 12/31/2023
     SPSB39,580$1,179 12/31/2023
Wells Financial Advisors INC39,453$1,175 12/31/2023
     SPSB39,453$1,175 12/31/2023
First Ascent Asset Management LLC38,771$1,155 12/31/2023
     SPSB38,771$1,155 12/31/2023
Tritonpoint Wealth LLC36,516$1,138 03/31/2024
     SPSB36,516$1,138 03/31/2024
Sigma Planning Corp37,118$1,105 12/31/2023
     SPSB37,118$1,105 12/31/2023
Sharper & Granite LLC36,200$1,073 03/31/2024
     SPSB36,200$1,073 03/31/2024
M&T Bank Corp35,820$1,067 12/31/2023
     SPSB35,820$1,067 12/31/2023
Mayflower Financial Advisors LLC35,305$1,051 12/31/2023
     SPSB35,305$1,051 12/31/2023
CFS Investment Advisory Services LLC34,899$1,039 12/31/2023
     SPSB34,899$1,039 12/31/2023
Condor Capital Management34,780$1,036 12/31/2023
     SPSB34,780$1,036 12/31/2023
Two Sigma Securities LLC34,287$1,021 12/31/2023
     SPSB34,287$1,021 12/31/2023
SeaBridge Investment Advisors LLC34,101$1,016 12/31/2023
     SPSB34,101$1,016 12/31/2023
Congress Wealth Management LLC DE 33,582$1,000 03/31/2024
     SPSB33,582$1,000 03/31/2024
Capital Advisory Group Advisory Services LLC32,950$981 03/31/2024
     SPSB32,950$981 03/31/2024
Transamerica Financial Advisors Inc.32,601$971 12/31/2023
     SPSB32,601$971 12/31/2023
Denver Wealth Management Inc.32,545$969 03/31/2024
     SPSB32,545$969 03/31/2024
Prime Capital Investment Advisors LLC32,521$968 12/31/2023
     SPSB32,521$968 12/31/2023
Dodds Wealth LLC32,389$965 12/31/2023
     SPSB32,389$965 12/31/2023
Source Financial Advisors LLC32,210$959 12/31/2023
     SPSB32,210$959 12/31/2023
Clearview Wealth Advisors LLC31,437$936 03/31/2024
     SPSB31,437$936 03/31/2024
Captrust Financial Advisors31,433$936 12/31/2023
     SPSB31,433$936 12/31/2023
Fragasso Group Inc.31,342$933 03/31/2024
     SPSB31,342$933 03/31/2024
IFG Advisory LLC31,191$929 12/31/2023
     SPSB31,191$929 12/31/2023
Destiny Capital Corp CO30,630$912 12/31/2023
     SPSB30,630$912 12/31/2023
Financial Network Wealth Advisors LLC30,060$895 12/31/2023
     SPSB30,060$895 12/31/2023
MEMBERS Trust Co29,812$888 03/31/2024
     SPSB29,812$888 03/31/2024
BCK Partners Inc.29,106$867 12/31/2023
     SPSB29,106$867 12/31/2023
PFG Advisors28,420$846 12/31/2023
     SPSB28,420$846 12/31/2023
Mmbg Investment Advisors CO.28,080$836 12/31/2023
     SPSB28,080$836 12/31/2023
First Financial Bankshares Inc27,977$833 12/31/2023
     SPSB27,977$833 12/31/2023
Wealthstar Advisors LLC27,645$823 03/31/2024
     SPSB27,645$823 03/31/2024
City Holding Co.27,518$819 03/31/2024
     SPSB27,518$819 03/31/2024
Whittier Trust Co. of Nevada Inc.27,493$818 12/31/2023
     SPSB27,493$818 12/31/2023
Smith Moore & CO.27,050$806 12/31/2023
     SPSB27,050$806 12/31/2023
Baker Tilly Financial LLC26,997$804 12/31/2023
     SPSB26,997$804 12/31/2023
FirstPurpose Wealth LLC27,046$799 03/31/2024
     SPSB27,046$799 03/31/2024
Kingswood Wealth Advisors LLC26,594$792 03/31/2024
     SPSB26,594$792 03/31/2024
Founders Financial Securities LLC25,974$773 03/31/2024
     SPSB25,974$773 03/31/2024
Greenwich Wealth Management LLC25,930$772 12/31/2023
     SPSB25,930$772 12/31/2023
Mechanics Financial Corp25,893$771 12/31/2023
     SPSB25,893$771 12/31/2023
Galvin Gaustad & Stein LLC25,729$766 03/31/2024
     SPSB25,729$766 03/31/2024
Northern Trust Corp25,614$763 12/31/2023
     SPSB25,614$763 12/31/2023
Cary Street Partners Investment Advisory LLC24,614$762 12/31/2023
     SPSB24,614$762 12/31/2023
Traction Financial Partners LLC24,954$743 12/31/2023
     SPSB24,954$743 12/31/2023
Bank of Montreal Can24,625$734 12/31/2023
     SPSB24,625$734 12/31/2023
Colton Groome Financial Advisors LLC24,507$730 03/31/2024
     SPSB24,507$730 03/31/2024
Raymond James Trust N.A.24,305$724 03/31/2024
     SPSB24,305$724 03/31/2024
SRS Capital Advisors Inc.23,433$698 12/31/2023
     SPSB23,433$698 12/31/2023
Integrated Wealth Concepts LLC23,429$698 12/31/2023
     SPSB23,429$698 12/31/2023
Stone Point Wealth LLC23,432$698 12/31/2023
     SPSB23,432$698 12/31/2023
Regal Investment Advisors LLC23,387$696 12/31/2023
     SPSB23,387$696 12/31/2023
Tiemann Investment Advisors LLC23,210$691 12/31/2023
     SPSB23,210$691 12/31/2023
Zhang Financial LLC23,189$690 03/31/2024
     SPSB23,189$690 03/31/2024
Lion Street Advisors LLC22,799$679 03/31/2024
     SPSB22,799$679 03/31/2024
Focus Financial Network Inc. ADV22,785$679 12/31/2023
     SPSB22,785$679 12/31/2023
Western Wealth Management LLC22,713$676 12/31/2023
     SPSB22,713$676 12/31/2023
Pinnacle Bank22,169$660 03/31/2024
     SPSB22,169$660 03/31/2024
Gradient Capital Advisors LLC22,066$657 03/31/2024
     SPSB22,066$657 03/31/2024
Private Trust Co. NA21,697$646 03/31/2024
     SPSB21,697$646 03/31/2024
SNS Financial Group LLC21,498$640 03/31/2024
     SPSB21,498$640 03/31/2024
Crabel Capital Management LLC20,832$620 12/31/2023
     SPSB20,832$620 12/31/2023
Windsor Capital Management LLC20,761$618 03/31/2024
     SPSB20,761$618 03/31/2024
Vise Technologies Inc.20,723$617 12/31/2023
     SPSB20,723$617 12/31/2023
Argonautica Private Wealth Management Inc.20,697$616 12/31/2023
     SPSB20,697$616 12/31/2023
Trail Ridge Investment Advisors LLC20,226$602 12/31/2023
     SPSB20,226$602 12/31/2023
National Bank of Canada FI20,000$587 12/31/2023
     SPSB20,000$587 12/31/2023
Austin Private Wealth LLC19,745$586 03/31/2024
     SPSB19,745$586 03/31/2024
New Century Financial Group LLC19,549$582 03/31/2024
     SPSB19,549$582 03/31/2024
Mustard Seed Financial LLC19,512$581 03/31/2024
     SPSB19,512$581 03/31/2024
Benedetti & Gucer Inc.19,228$573 12/31/2023
     SPSB19,228$573 12/31/2023
JGP Wealth Management LLC19,058$567 03/31/2024
     SPSB19,058$567 03/31/2024
Lifeworks Advisors LLC18,253$544 12/31/2023
     SPSB18,253$544 12/31/2023
Marion Wealth Management18,115$539 03/31/2024
     SPSB18,115$539 03/31/2024
United Community Bank18,052$538 12/31/2023
     SPSB18,052$538 12/31/2023
Dfpg Investments LLC17,848$530 12/31/2023
     SPSB17,848$530 12/31/2023
Sheets Smith Wealth Management17,637$525 12/31/2023
     SPSB17,637$525 12/31/2023
Tilson Financial Group Inc.17,590$524 03/31/2024
     SPSB17,590$524 03/31/2024
WJ Wealth Management LLC17,520$522 03/31/2024
     SPSB17,520$522 03/31/2024
Nottingham Advisors Inc.17,500$521 12/31/2023
     SPSB17,500$521 12/31/2023
Running Point Capital Advisors LLC17,511$521 12/31/2023
     SPSB17,511$521 12/31/2023
Bellecapital International Ltd.17,074$508 12/31/2023
     SPSB17,074$508 12/31/2023
Snowden Capital Advisors LLC16,504$491 12/31/2023
     SPSB16,504$491 12/31/2023
Per Stirling Capital Management LLC.16,243$484 12/31/2023
     SPSB16,243$484 12/31/2023
Juncture Wealth Strategies LLC15,905$473 03/31/2024
     SPSB15,905$473 03/31/2024
Baltimore Washington Financial Advisors Inc.15,634$466 12/31/2023
     SPSB15,634$466 12/31/2023
Tranquilli Financial Advisor LLC15,657$466 12/31/2023
     SPSB15,657$466 12/31/2023
Bridgeworth LLC15,040$448 12/31/2023
     SPSB15,040$448 12/31/2023
Orion Portfolio Solutions LLC14,869$442 12/31/2023
     SPSB14,869$442 12/31/2023
AlphaMark Advisors LLC14,806$441 03/31/2024
     SPSB14,806$441 03/31/2024
AJ Advisors LLC14,716$438 03/31/2024
     SPSB14,716$438 03/31/2024
Towercrest Capital Management14,981$435 12/31/2023
     SPSB14,981$435 12/31/2023
Eldridge Investment Advisors Inc.14,398$429 12/31/2023
     SPSB14,398$429 12/31/2023
Belpointe Asset Management LLC14,201$423 12/31/2023
     SPSB14,201$423 12/31/2023
Narus Financial Partners LLC14,184$422 03/31/2024
     SPSB14,184$422 03/31/2024
Fiduciary Group LLC14,059$419 12/31/2023
     SPSB14,059$419 12/31/2023
Financial Counselors Inc.14,037$418 12/31/2023
     SPSB14,037$418 12/31/2023
J.W. Cole Advisors Inc.13,952$415 12/31/2023
     SPSB13,952$415 12/31/2023
Cottage Street Advisors LLC13,806$411 03/31/2024
     SPSB13,806$411 03/31/2024
Family Asset Management LLC13,774$410 12/31/2023
     SPSB13,774$410 12/31/2023
Millennium Management LLC13,731$409 12/31/2023
     SPSB13,731$409 12/31/2023
Stephens Group Asset Management LLC13,691$408 03/31/2024
     SPSB13,691$408 03/31/2024
Naples Global Advisors LLC13,660$407 12/31/2023
     SPSB13,660$407 12/31/2023
PrairieView Partners LLC13,643$406 12/31/2023
     SPSB13,643$406 12/31/2023
AdvisorNet Financial Inc13,616$405 03/31/2024
     SPSB13,616$405 03/31/2024
STA Wealth Management LLC13,380$398 12/31/2023
     SPSB13,380$398 12/31/2023
Brookstone Capital Management13,041$388 03/31/2024
     SPSB13,041$388 03/31/2024
Alliance Wealth Advisors LLC UT13,034$388 12/31/2023
     SPSB13,034$388 12/31/2023
Crestwood Advisors Group LLC12,850$383 12/31/2023
     SPSB12,850$383 12/31/2023
BKD Wealth Advisors LLC12,838$382 03/31/2024
     SPSB12,838$382 03/31/2024
Alliance Wealth Management Group13,040$379 12/31/2023
     SPSB13,040$379 12/31/2023
Altiora Financial Group LLC12,608$375 03/31/2024
     SPSB12,608$375 03/31/2024
Cito Capital Group LLC12,500$372 12/31/2023
     SPSB12,500$372 12/31/2023
WBH Advisory Inc.12,310$366 03/31/2024
     SPSB12,310$366 03/31/2024
Aspire Private Capital LLC12,147$362 03/31/2024
     SPSB12,147$362 03/31/2024
Perigon Wealth Management LLC11,980$357 12/31/2023
     SPSB11,980$357 12/31/2023
Shufro Rose & Co. LLC12,000$352 12/31/2023
     SPSB12,000$352 12/31/2023
Evergreen Capital Management LLC11,812$352 12/31/2023
     SPSB11,812$352 12/31/2023
Lakeview Capital Partners LLC11,713$349 12/31/2023
     SPSB11,713$349 12/31/2023
Redwood Investment Management LLC11,510$343 12/31/2023
     SPSB11,510$343 12/31/2023
CIBC World Markets Inc.11,244$335 12/31/2023
     SPSB11,244$335 12/31/2023
Breakwater Capital Group11,168$332 03/31/2024
     SPSB11,168$332 03/31/2024
IAG Wealth Partners LLC11,111$331 03/31/2024
     SPSB11,111$331 03/31/2024
AEGON USA Investment Management LLC11,050$329 12/31/2023
     SPSB11,050$329 12/31/2023
Rockefeller Capital Management L.P.10,675$318 12/31/2023
     SPSB10,675$318 12/31/2023
Simplicity Wealth LLC10,621$316 03/31/2024
     SPSB10,621$316 03/31/2024
USAdvisors Wealth Management LLC10,602$315 12/31/2023
     SPSB10,602$315 12/31/2023
Diligent Investors LLC10,494$312 12/31/2023
     SPSB10,494$312 12/31/2023
Coastal Investment Advisors Inc.10,285$306 03/31/2024
     SPSB10,285$306 03/31/2024
Phillips Financial Management LLC10,058$299 03/31/2024
     SPSB10,058$299 03/31/2024
Mathes Company Inc.10,000$298 12/31/2023
     SPSB10,000$298 12/31/2023
WT Wealth Management10,000$298 12/31/2023
     SPSB10,000$298 12/31/2023
Global Retirement Partners LLC9,945$296 03/31/2024
     SPSB9,945$296 03/31/2024
Harel Insurance Investments & Financial Services Ltd.9,875$294 12/31/2023
     SPSB9,875$294 12/31/2023
Anchor Investment Management LLC9,700$289 12/31/2023
     SPSB9,700$289 12/31/2023
SkyOak Wealth LLC9,709$289 12/31/2023
     SPSB9,709$289 12/31/2023
Investors Research Corp9,527$284 12/31/2023
     SPSB9,527$284 12/31/2023
Reinhart Partners Inc.9,500$283 03/31/2024
     SPSB9,500$283 03/31/2024
Wedbush Securities Inc.9,211$274 12/31/2023
     SPSB9,211$274 12/31/2023
Better Money Decisions LLC9,135$272 12/31/2023
     SPSB9,135$272 12/31/2023
Hunter Associates Investment Management LLC9,050$269 12/31/2023
     SPSB9,050$269 12/31/2023
Cerity Partners LLC9,051$269 12/31/2023
     SPSB9,051$269 12/31/2023
LexAurum Advisors LLC8,752$261 03/31/2024
     SPSB8,752$261 03/31/2024
Lincoln National Corp8,643$257 12/31/2023
     SPSB8,643$257 12/31/2023
Certified Advisory Corp8,618$257 12/31/2023
     SPSB8,618$257 12/31/2023
Vectors Research Management LLC8,446$252 12/31/2023
     SPSB8,446$252 12/31/2023
RDA Financial Network8,402$250 03/31/2024
     SPSB8,402$250 03/31/2024
Fiduciary Trust Co.8,388$250 12/31/2023
     SPSB8,388$250 12/31/2023
WASHINGTON TRUST Co8,351$249 03/31/2024
     SPSB8,351$249 03/31/2024
M3 Advisory Group LLC8,128$242 12/31/2023
     SPSB8,128$242 12/31/2023
West Wealth Group LLC8,067$240 12/31/2023
     SPSB8,067$240 12/31/2023
Obermeyer Wood Investment Counsel Lllp7,984$238 12/31/2023
     SPSB7,984$238 12/31/2023
Cresset Asset Management LLC7,984$238 12/31/2023
     SPSB7,984$238 12/31/2023
Integrity Financial Corp WA7,827$233 12/31/2023
     SPSB7,827$233 12/31/2023
BNP Paribas Arbitrage SA7,737$230 12/31/2023
     SPSB7,737$230 12/31/2023
Alesco Advisors LLC7,740$230 12/31/2023
     SPSB7,740$230 12/31/2023
Keybank National Association OH7,660$228 12/31/2023
     SPSB7,660$228 12/31/2023
Capital Advisors Ltd. LLC7,587$226 03/31/2024
     SPSB7,587$226 03/31/2024
Key Client Fiduciary Advisors LLC7,595$226 03/31/2024
     SPSB7,595$226 03/31/2024
Vannoy Advisory Group Inc.7,485$223 12/31/2023
     SPSB7,485$223 12/31/2023
Oakworth Capital Inc.7,441$222 03/31/2024
     SPSB7,441$222 03/31/2024
InTrack Investment Management Inc7,422$221 03/31/2024
     SPSB7,422$221 03/31/2024
Topel & Distasi Wealth Management LLC7,336$218 12/31/2023
     SPSB7,336$218 12/31/2023
Meitav Dash Investments Ltd.7,268$216 12/31/2023
     SPSB7,268$216 12/31/2023
Colonial Trust Co SC7,275$216 12/31/2023
     SPSB7,275$216 12/31/2023
Cadent Capital Advisors LLC7,145$213 03/31/2024
     SPSB7,145$213 03/31/2024
Integrity Wealth Solutions LLC7,169$213 03/31/2024
     SPSB7,169$213 03/31/2024
Activest Wealth Management7,107$212 03/31/2024
     SPSB7,107$212 03/31/2024
Brown Advisory Inc.6,997$208 03/31/2024
     SPSB6,997$208 03/31/2024
MONECO Advisors LLC6,996$208 03/31/2024
     SPSB6,996$208 03/31/2024
High Net Worth Advisory Group LLC7,000$208 03/31/2024
     SPSB7,000$208 03/31/2024
Cypress Financial Planning LLC6,733$200 03/31/2024
     SPSB6,733$200 03/31/2024
Harbour Investments Inc.6,656$198 12/31/2023
     SPSB6,656$198 12/31/2023
Abich Financial Wealth Management LLC6,631$197 12/31/2023
     SPSB6,631$197 12/31/2023
Migdal Insurance & Financial Holdings Ltd.6,193$184 12/31/2023
     SPSB6,193$184 12/31/2023
Advisors Asset Management Inc.6,134$183 12/31/2023
     SPSB6,134$183 12/31/2023
NBC Securities Inc.5,723$171 03/31/2024
     SPSB5,723$171 03/31/2024
UMB Bank N A MO5,500$164 03/31/2024
     SPSB5,500$164 03/31/2024
Mather Group LLC.4,674$139 03/31/2024
     SPSB4,674$139 03/31/2024
Johnson Financial Group Inc.4,624$138 12/31/2023
     SPSB4,624$138 12/31/2023
Carolinas Wealth Consulting LLC4,455$133 12/31/2023
     SPSB4,455$133 12/31/2023
Retirement Group LLC4,210$125 12/31/2023
     SPSB4,210$125 12/31/2023
MGB Wealth Management LLC4,150$124 12/31/2023
     SPSB4,150$124 12/31/2023
Bfsg LLC3,782$113 03/31/2024
     SPSB3,782$113 03/31/2024
Ronald Blue Trust Inc.3,854$113 12/31/2023
     SPSB3,854$113 12/31/2023
Westside Investment Management Inc.3,450$103 03/31/2024
     SPSB3,450$103 03/31/2024
Y.D. More Investments Ltd3,380$101 12/31/2023
     SPSB3,380$101 12/31/2023
Optimum Investment Advisors3,300$98 03/31/2024
     SPSB3,300$98 03/31/2024
IFP Advisors Inc3,143$94 12/31/2023
     SPSB3,143$94 12/31/2023
Gradient Investments LLC2,970$88 03/31/2024
     SPSB2,970$88 03/31/2024
South State CORP.2,896$86 12/31/2023
     SPSB2,896$86 12/31/2023
TD Capital Management LLC2,349$70 12/31/2023
     SPSB2,349$70 12/31/2023
Benjamin F. Edwards & Company Inc.2,259$67 12/31/2023
     SPSB2,259$67 12/31/2023
Iron Horse Wealth Management LLC2,136$64 03/31/2024
     SPSB2,136$64 03/31/2024
CENTRAL TRUST Co2,000$60 03/31/2024
     SPSB2,000$60 03/31/2024
American Capital Advisory LLC2,000$60 12/31/2023
     SPSB2,000$60 12/31/2023
EverSource Wealth Advisors LLC1,917$57 12/31/2023
     SPSB1,917$57 12/31/2023
RIA Advisory Group LLC1,890$56 12/31/2023
     SPSB1,890$56 12/31/2023
Richardson Capital Management LLC1,796$53 03/31/2024
     SPSB1,796$53 03/31/2024
O Dell Group LLC1,727$51 12/31/2023
     SPSB1,727$51 12/31/2023
FMR LLC1,677$50 12/31/2023
     SPSB1,677$50 12/31/2023
HHM Wealth Advisors LLC1,690$50 12/31/2023
     SPSB1,690$50 12/31/2023
Motco1,630$49 12/31/2023
     SPSB1,630$49 12/31/2023
Oak Harbor Wealth Partners LLC1,484$44 03/31/2024
     SPSB1,484$44 03/31/2024
Atwood & Palmer Inc.1,425$42 03/31/2024
     SPSB1,425$42 03/31/2024
SJS Investment Consulting Inc.1,395$42 03/31/2024
     SPSB1,395$42 03/31/2024
Fairfield Bush & CO.1,390$41 12/31/2023
     SPSB1,390$41 12/31/2023
Keener Financial Planning LLC1,375$41 12/31/2023
     SPSB1,375$41 12/31/2023
TD Waterhouse Canada Inc.1,339$40 12/31/2023
     SPSB1,339$40 12/31/2023
Winch Advisory Services LLC1,244$37 12/31/2023
     SPSB1,244$37 12/31/2023
Financial Gravity Asset Management Inc.1,235$37 12/31/2023
     SPSB1,235$37 12/31/2023
Indiana Trust & Investment Management CO1,210$36 03/31/2024
     SPSB1,210$36 03/31/2024
Cullen Frost Bankers Inc.1,210$36 12/31/2023
     SPSB1,210$36 12/31/2023
Spire Wealth Management1,140$34 03/31/2024
     SPSB1,140$34 03/31/2024
Franklin Resources Inc.1,150$34 12/31/2023
     SPSB1,150$34 12/31/2023
Allworth Financial LP1,080$32 03/31/2024
     SPSB1,080$32 03/31/2024
Ancora Advisors LLC1,080$32 12/31/2023
     SPSB1,080$32 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,094$32 12/31/2023
     SPSB1,094$32 12/31/2023
Fairman Group LLC1,075$32 12/31/2023
     SPSB1,075$32 12/31/2023
Trivant Custom Portfolio Group LLC1,036$31 03/31/2024
     SPSB1,036$31 03/31/2024
Mine & Arao Wealth Creation & Management LLC.990$31 12/31/2023
     SPSB990$31 12/31/2023
Raleigh Capital Management Inc.1,043$31 12/31/2023
     SPSB1,043$31 12/31/2023
Ameritas Investment Partners Inc.1,011$30 12/31/2023
     SPSB1,011$30 12/31/2023
WestEnd Advisors LLC954$28 12/31/2023
     SPSB954$28 12/31/2023
BlackRock Inc.912$27 12/31/2023
     SPSB912$27 12/31/2023
Tortoise Investment Management LLC900$27 12/31/2023
     SPSB900$27 12/31/2023
Glass Jacobson Investment Advisors llc850$25 03/31/2024
     SPSB850$25 03/31/2024
Bell Investment Advisors Inc824$25 12/31/2023
     SPSB824$25 12/31/2023
Tidemark LLC840$25 12/31/2023
     SPSB840$25 12/31/2023
Edmond DE Rothschild Holding S.A.800$24 12/31/2023
     SPSB800$24 12/31/2023
Koesten Hirschmann & Crabtree INC.729$22 12/31/2023
     SPSB729$22 12/31/2023
WealthShield Partners LLC700$21 12/31/2023
     SPSB700$21 12/31/2023
Key Financial Inc700$21 12/31/2023
     SPSB700$21 12/31/2023
Carmichael Hill & Associates Inc.662$20 03/31/2024
     SPSB662$20 03/31/2024
Toth Financial Advisory Corp623$19 03/31/2024
     SPSB623$19 03/31/2024
Assetmark Inc.589$18 12/31/2023
     SPSB589$18 12/31/2023
Jackson Hole Capital Partners LLC615$18 12/31/2023
     SPSB615$18 12/31/2023
Caldwell Sutter Capital Inc.577$17 03/31/2024
     SPSB577$17 03/31/2024
Capital Analysts LLC486$14 12/31/2023
     SPSB486$14 12/31/2023
Farther Finance Advisors LLC453$13 12/31/2023
     SPSB453$13 12/31/2023
Hoese & Co LLP408$12 03/31/2024
     SPSB408$12 03/31/2024
Richardson Financial Services Inc.394$12 12/31/2023
     SPSB394$12 12/31/2023
YHB Investment Advisors Inc.375$11 03/31/2024
     SPSB375$11 03/31/2024
Bank of New Hampshire325$10 03/31/2024
     SPSB325$10 03/31/2024
Logan Capital Management Inc.334$10 12/31/2023
     SPSB334$10 12/31/2023
M&R Capital Management Inc.259$8 03/31/2024
     SPSB259$8 03/31/2024
Sunbelt Securities Inc.274$8 03/31/2024
     SPSB274$8 03/31/2024
O Shaughnessy Asset Management LLC264$8 12/31/2023
     SPSB264$8 12/31/2023
Benjamin Edwards Inc.253$8 12/31/2023
     SPSB253$8 12/31/2023
FinTrust Capital Advisors LLC284$8 12/31/2023
     SPSB284$8 12/31/2023
Penserra Capital Management LLC249$7 12/31/2023
     SPSB249$7 12/31/2023
HighMark Wealth Management LLC249$7 12/31/2023
     SPSB249$7 12/31/2023
Hexagon Capital Partners LLC192$6 03/31/2024
     SPSB192$6 03/31/2024
SOA Wealth Advisors LLC.185$6 03/31/2024
     SPSB185$6 03/31/2024
FWL Investment Management LLC200$6 12/31/2023
     SPSB200$6 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC156$5 12/31/2023
     SPSB156$5 12/31/2023
McIlrath & Eck LLC151$4 12/31/2023
     SPSB151$4 12/31/2023
Coppell Advisory Solutions LLC147$4 12/31/2023
     SPSB147$4 12/31/2023
Harbor Investment Advisory LLC101$3 03/31/2024
     SPSB101$3 03/31/2024
Tradewinds Capital Management LLC100$3 03/31/2024
     SPSB100$3 03/31/2024
Wetzel Investment Advisors Inc.100$3 03/31/2024
     SPSB100$3 03/31/2024
Capital Investment Advisory Services LLC54$2 03/31/2024
     SPSB54$2 03/31/2024
Bray Capital Advisors60$2 12/31/2023
     SPSB60$2 12/31/2023
Rocky Mountain Advisers LLC42$1 03/31/2024
     SPSB42$1 03/31/2024
JJJ Advisors Inc.22$1 03/31/2024
     SPSB22$1 03/31/2024
Atticus Wealth Management LLC25$1 03/31/2024
     SPSB25$1 03/31/2024
Addison Advisors LLC20$1 12/31/2023
     SPSB20$1 12/31/2023
Citigroup Inc.2$0 12/31/2023
     SPSB2$0 12/31/2023
Financial Advisory Service Inc.1$0 12/31/2023
     SPSB1$0 12/31/2023

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

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