HoldingsChannel.com
Funds Holding SPSM
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.5,325,061$163,159 06/30/2019
     SPSM5,325,061$163,159 06/30/2019
Allworth Financial LP1,344,164$40,325 09/30/2019
     SPSM1,344,164$40,325 09/30/2019
AE Wealth Management LLC1,159,672$35,532 06/30/2019
     SPSM1,159,672$35,532 06/30/2019
Sawtooth Solutions LLC1,111,811$34,066 06/30/2019
     SPSM1,111,811$34,066 06/30/2019
Annex Advisory Services LLC1,051,588$32,221 06/30/2019
     SPSM1,051,588$32,221 06/30/2019
Assetmark Inc.1,026,150$31,441 06/30/2019
     SPSM1,026,150$31,441 06/30/2019
Hanlon Investment Management Inc.806,852$24,722 06/30/2019
     SPSM806,852$24,722 06/30/2019
Wealthcare Advisory Partners LLC751,912$22,557 09/30/2019
     SPSM751,912$22,557 09/30/2019
Grimes & Company Inc.557,876$17,093 06/30/2019
     SPSM557,876$17,093 06/30/2019
FormulaFolio Investments LLC563,007$16,890 09/30/2019
     SPSM563,007$16,890 09/30/2019
Advisory Alpha LLC508,536$15,480 06/30/2019
     SPSM508,536$15,480 06/30/2019
Waller Financial Planning Group Inc.475,772$14,559 06/30/2019
     SPSM475,772$14,559 06/30/2019
Barber Financial Group Inc.419,960$12,868 06/30/2019
     SPSM419,960$12,868 06/30/2019
Creative Planning392,616$12,030 06/30/2019
     SPSM392,616$12,030 06/30/2019
McNamara Financial Services Inc.372,283$11,407 09/30/2019
     SPSM372,283$11,407 09/30/2019
Townsquare Capital LLC371,577$11,181 06/30/2019
     SPSM371,577$11,181 06/30/2019
Peterson Wealth Advisors LLC349,573$10,487 09/30/2019
     SPSM349,573$10,487 09/30/2019
Morgan Stanley322,174$9,871 06/30/2019
     SPSM322,174$9,871 06/30/2019
S. R. Schill & Associates302,902$9,281 06/30/2019
     SPSM302,902$9,281 06/30/2019
Global Financial Private Capital LLC296,764$9,093 06/30/2019
     SPSM296,764$9,093 06/30/2019
Envestnet Asset Management Inc.281,177$8,435 09/30/2019
     SPSM281,177$8,435 09/30/2019
Boston Standard Wealth Management LLC270,314$8,109 09/30/2019
     SPSM270,314$8,109 09/30/2019
Capital Analysts LLC256,207$7,850 06/30/2019
     SPSM256,207$7,850 06/30/2019
Bank of America Corp DE256,112$7,847 06/30/2019
     SPSM256,112$7,847 06/30/2019
Gradient Investments LLC245,013$7,350 09/30/2019
     SPSM245,013$7,350 09/30/2019
Pure Financial Advisors Inc.232,403$6,972 09/30/2019
     SPSM232,403$6,972 09/30/2019
Cambridge Investment Research Advisors Inc.213,858$6,553 06/30/2019
     SPSM213,858$6,553 06/30/2019
Nicolet Advisory Services LLC203,331$6,100 09/30/2019
     SPSM203,331$6,100 09/30/2019
Wrapmanager Inc.189,776$5,815 06/30/2019
     SPSM189,776$5,815 06/30/2019
Private Advisor Group LLC173,778$5,325 06/30/2019
     SPSM173,778$5,325 06/30/2019
UBS Group AG171,688$5,261 06/30/2019
     SPSM171,688$5,261 06/30/2019
Brio Consultants LLC174,222$5,227 09/30/2019
     SPSM174,222$5,227 09/30/2019
LPL Financial LLC164,762$5,048 06/30/2019
     SPSM164,762$5,048 06/30/2019
Jane Street Group LLC157,917$4,839 06/30/2019
     SPSM157,917$4,839 06/30/2019
Larson Financial Group LLC159,139$4,774 09/30/2019
     SPSM159,139$4,774 09/30/2019
Strategic Financial Group LLC153,101$4,691 06/30/2019
     SPSM153,101$4,691 06/30/2019
Ladenburg Thalmann Financial Services Inc.141,301$4,331 06/30/2019
     SPSM141,301$4,331 06/30/2019
Commonwealth Equity Services LLC140,476$4,304 06/30/2019
     SPSM140,476$4,304 06/30/2019
Vivaldi Capital Management LLC137,683$4,219 06/30/2019
     SPSM137,683$4,219 06/30/2019
Pinnacle Wealth Planning Services Inc.133,836$4,101 06/30/2019
     SPSM133,836$4,101 06/30/2019
Ameriprise Financial Inc.132,788$4,064 06/30/2019
     SPSM132,788$4,064 06/30/2019
Allen Capital Group LLC132,188$3,852 09/30/2019
     SPSM132,188$3,852 09/30/2019
Advisor Group Inc.117,147$3,590 06/30/2019
     SPSM117,147$3,590 06/30/2019
Frisch Financial Group Inc.114,903$3,521 06/30/2019
     SPSM114,903$3,521 06/30/2019
Valtinson Bruner Financial Planning LLC116,606$3,475 09/30/2019
     SPSM116,606$3,475 09/30/2019
AlphaStar Capital Management LLC106,302$3,257 06/30/2019
     SPSM106,302$3,257 06/30/2019
Raymond James Financial Services Advisors Inc.106,221$3,255 06/30/2019
     SPSM106,221$3,255 06/30/2019
Kohmann Bosshard Financial Services LLC106,551$3,197 09/30/2019
     SPSM106,551$3,197 09/30/2019
Windsor Capital Management LLC103,852$3,182 06/30/2019
     SPSM103,852$3,182 06/30/2019
Managed Account Services Inc.106,037$3,160 09/30/2019
     SPSM106,037$3,160 09/30/2019
Global Strategic Investment Solutions LLC102,519$3,141 06/30/2019
     SPSM102,519$3,141 06/30/2019
ERn Financial LLC100,796$3,088 06/30/2019
     SPSM100,796$3,088 06/30/2019
Vicus Capital93,636$3,056 06/30/2019
     SPSM93,636$3,056 06/30/2019
BB&T Corp94,773$2,904 06/30/2019
     SPSM94,773$2,904 06/30/2019
Oarsman Capital Inc.94,284$2,889 06/30/2019
     SPSM94,284$2,889 06/30/2019
Global Wealth Management Investment Advisory Inc.91,422$2,801 06/30/2019
     SPSM91,422$2,801 06/30/2019
Goldman Sachs Group Inc.87,021$2,666 06/30/2019
     SPSM87,021$2,666 06/30/2019
TPG Financial Advisors LLC83,687$2,511 09/30/2019
     SPSM83,687$2,511 09/30/2019
Pinnacle Advisory Group Inc.78,058$2,342 09/30/2019
     SPSM78,058$2,342 09/30/2019
Aspire Private Capital LLC73,409$2,249 06/30/2019
     SPSM73,409$2,249 06/30/2019
Cahaba Wealth Management Inc.73,520$2,205 09/30/2019
     SPSM73,520$2,205 09/30/2019
Savant Capital LLC67,561$2,070 06/30/2019
     SPSM67,561$2,070 06/30/2019
Outlook Wealth Advisors LLC68,590$2,058 09/30/2019
     SPSM68,590$2,058 09/30/2019
Wealth Enhancement Advisory Services LLC64,209$1,984 06/30/2019
     SPSM64,209$1,984 06/30/2019
Arete Wealth Advisors LLC62,035$1,901 06/30/2019
     SPSM62,035$1,901 06/30/2019
Change Path LLC56,879$1,743 06/30/2019
     SPSM56,879$1,743 06/30/2019
Royal Bank of Canada55,560$1,702 06/30/2019
     SPSM55,560$1,702 06/30/2019
Inspirion Wealth Advisors LLC55,678$1,670 09/30/2019
     SPSM55,678$1,670 09/30/2019
Wealthquest Corp55,641$1,669 09/30/2019
     SPSM55,641$1,669 09/30/2019
LVZ Advisors Inc.53,544$1,606 09/30/2019
     SPSM53,544$1,606 09/30/2019
Legend Financial Advisors Inc.48,363$1,553 06/30/2019
     SPSM48,363$1,553 06/30/2019
Wealth & Pension Services Group Inc.50,485$1,547 06/30/2019
     SPSM50,485$1,547 06/30/2019
Ballast Inc.50,886$1,526 09/30/2019
     SPSM50,886$1,526 09/30/2019
Shepherd Financial Partners LLC47,936$1,469 06/30/2019
     SPSM47,936$1,469 06/30/2019
NEXT Financial Group Inc48,452$1,454 09/30/2019
     SPSM48,452$1,454 09/30/2019
JNBA Financial Advisors46,417$1,422 06/30/2019
     SPSM46,417$1,422 06/30/2019
Goodman Financial Corp45,119$1,382 06/30/2019
     SPSM45,119$1,382 06/30/2019
Vista Investment Management44,038$1,349 06/30/2019
     SPSM44,038$1,349 06/30/2019
American Investment Services Inc.43,301$1,327 06/30/2019
     SPSM43,301$1,327 06/30/2019
Towercrest Capital Management42,323$1,296 06/30/2019
     SPSM42,323$1,296 06/30/2019
Alliance Wealth Management Group41,526$1,272 06/30/2019
     SPSM41,526$1,272 06/30/2019
Moneta Group Investment Advisors LLC39,817$1,220 06/30/2019
     SPSM39,817$1,220 06/30/2019
Wells Fargo & Company MN39,549$1,212 06/30/2019
     SPSM39,549$1,212 06/30/2019
Securian Asset Management Inc37,740$1,156 06/30/2019
     SPSM37,740$1,156 06/30/2019
Moisand Fitzgerald Tamayo LLC37,351$1,144 06/30/2019
     SPSM37,351$1,144 06/30/2019
RFG Advisory LLC37,171$1,138 06/30/2019
     SPSM37,171$1,138 06/30/2019
Tower Research Capital LLC TRC 37,020$1,134 06/30/2019
     SPSM37,020$1,134 06/30/2019
Baltimore Washington Financial Advisors Inc.37,649$1,129 09/30/2019
     SPSM37,649$1,129 09/30/2019
Alexandria Capital LLC36,622$1,122 06/30/2019
     SPSM36,622$1,122 06/30/2019
G&S Capital LLC36,034$1,081 09/30/2019
     SPSM36,034$1,081 09/30/2019
CX Institutional34,429$1,033 09/30/2019
     SPSM34,429$1,033 09/30/2019
AdvisorNet Financial Inc33,957$1,019 09/30/2019
     SPSM33,957$1,019 09/30/2019
United Capital Financial Advisers LLC32,012$981 06/30/2019
     SPSM32,012$981 06/30/2019
Frontier Wealth Management LLC29,587$907 06/30/2019
     SPSM29,587$907 06/30/2019
Lantz Financial LLC30,946$902 09/30/2019
     SPSM30,946$902 09/30/2019
Clear Perspective Advisors LLC26,399$809 06/30/2019
     SPSM26,399$809 06/30/2019
Thrivent Financial for Lutherans25,974$796 06/30/2019
     SPSM25,974$796 06/30/2019
MML Investors Services LLC25,463$780 06/30/2019
     SPSM25,463$780 06/30/2019
Mutual Advisors LLC25,257$774 06/30/2019
     SPSM25,257$774 06/30/2019
E&G Advisors LP25,003$750 09/30/2019
     SPSM25,003$750 09/30/2019
SNS Financial Group LLC24,457$749 06/30/2019
     SPSM24,457$749 06/30/2019
Doyle Wealth Management22,861$700 06/30/2019
     SPSM22,861$700 06/30/2019
Centaurus Financial Inc.22,682$695 06/30/2019
     SPSM22,682$695 06/30/2019
Balasa Dinverno & Foltz LLC22,205$680 06/30/2019
     SPSM22,205$680 06/30/2019
Affinity Wealth Management LLC21,201$650 06/30/2019
     SPSM21,201$650 06/30/2019
Accurate Investment Solutions Inc.21,070$632 09/30/2019
     SPSM21,070$632 09/30/2019
Sei Investments Co.19,767$607 06/30/2019
     SPSM19,767$607 06/30/2019
Citigroup Inc.19,737$605 06/30/2019
     SPSM19,737$605 06/30/2019
GeoWealth Management LLC19,382$594 06/30/2019
     SPSM19,382$594 06/30/2019
Ironwood Wealth Management LLC.18,676$560 09/30/2019
     SPSM18,676$560 09/30/2019
Atria Investments LLC19,161$558 06/30/2019
     SPSM19,161$558 06/30/2019
Prime Capital Investment Advisors LLC18,225$558 06/30/2019
     SPSM18,225$558 06/30/2019
Bay Harbor Wealth Management LLC18,455$554 09/30/2019
     SPSM18,455$554 09/30/2019
Stonehearth Capital Management LLC17,993$540 09/30/2019
     SPSM17,993$540 09/30/2019
Concorde Asset Management LLC15,745$483 06/30/2019
     SPSM15,745$483 06/30/2019
Paracle Advisors LLC15,282$468 06/30/2019
     SPSM15,282$468 06/30/2019
Dynamic Advisor Solutions LLC15,051$461 06/30/2019
     SPSM15,051$461 06/30/2019
Vantage Investment Partners LLC14,909$457 06/30/2019
     SPSM14,909$457 06/30/2019
Wealthsource Partners LLC14,630$448 06/30/2019
     SPSM14,630$448 06/30/2019
Van Hulzen Asset Management LLC14,252$437 06/30/2019
     SPSM14,252$437 06/30/2019
Cetera Advisors LLC13,208$405 06/30/2019
     SPSM13,208$405 06/30/2019
Parsec Financial Management Inc.13,444$403 09/30/2019
     SPSM13,444$403 09/30/2019
RDA Financial Network13,010$399 06/30/2019
     SPSM13,010$399 06/30/2019
Advisory Services Network LLC12,989$398 06/30/2019
     SPSM12,989$398 06/30/2019
McKinley Carter Wealth Services Inc.12,252$375 06/30/2019
     SPSM12,252$375 06/30/2019
Bell Rock Capital LLC12,137$372 06/30/2019
     SPSM12,137$372 06/30/2019
Coldstream Capital Management Inc.11,726$359 06/30/2019
     SPSM11,726$359 06/30/2019
Janney Montgomery Scott LLC11,674$358 06/30/2019
     SPSM11,674$358 06/30/2019
Aveo Capital Partners LLC11,417$355 06/30/2019
     SPSM11,417$355 06/30/2019
Wealthcare Capital Management LLC11,716$351 09/30/2019
     SPSM11,716$351 09/30/2019
First Heartland Consultants Inc.11,324$347 06/30/2019
     SPSM11,324$347 06/30/2019
Certified Advisory Corp11,262$345 06/30/2019
     SPSM11,262$345 06/30/2019
Brightworth10,882$333 06/30/2019
     SPSM10,882$333 06/30/2019
Brookstone Capital Management10,903$327 09/30/2019
     SPSM10,903$327 09/30/2019
Park Avenue Securities LLC10,666$320 09/30/2019
     SPSM10,666$320 09/30/2019
Strategic Investment Advisors MI10,337$319 06/30/2019
     SPSM10,337$319 06/30/2019
B & T Capital Management DBA Alpha Capital Management9,869$302 06/30/2019
     SPSM9,869$302 06/30/2019
United Asset Strategies Inc.9,799$300 06/30/2019
     SPSM9,799$300 06/30/2019
Ausdal Financial Partners Inc.9,576$299 06/30/2019
     SPSM9,576$299 06/30/2019
Regal Investment Advisors LLC9,718$298 06/30/2019
     SPSM9,718$298 06/30/2019
Alesco Advisors LLC9,386$288 06/30/2019
     SPSM9,386$288 06/30/2019
Raymond James & Associates9,382$287 06/30/2019
     SPSM9,382$287 06/30/2019
First Republic Investment Management Inc.9,318$286 06/30/2019
     SPSM9,318$286 06/30/2019
CIBC Private Wealth Group LLC8,850$266 09/30/2019
     SPSM8,850$266 09/30/2019
GWM Advisors LLC8,673$266 06/30/2019
     SPSM8,673$266 06/30/2019
Global Trust Asset Management LLC8,577$257 09/30/2019
     SPSM8,577$257 09/30/2019
HighTower Advisors LLC8,353$254 06/30/2019
     SPSM8,353$254 06/30/2019
Moloney Securities Asset Management LLC8,119$249 06/30/2019
     SPSM8,119$249 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC8,241$247 09/30/2019
     SPSM8,241$247 09/30/2019
Round Table Services LLC8,186$246 09/30/2019
     SPSM8,186$246 09/30/2019
Mariner LLC7,393$227 06/30/2019
     SPSM7,393$227 06/30/2019
Parallel Advisors LLC7,126$218 06/30/2019
     SPSM7,126$218 06/30/2019
Prestige Wealth Management Group LLC4,259$131 06/30/2019
     SPSM4,259$131 06/30/2019
Golden State Wealth Management LLC4,242$127 09/30/2019
     SPSM4,242$127 09/30/2019
Emerald Investment Partners LLC3,788$116 06/30/2019
     SPSM3,788$116 06/30/2019
Deutsche Bank AG3,386$103 06/30/2019
     SPSM3,386$103 06/30/2019
Barnett & Company Inc.2,937$90 06/30/2019
     SPSM2,937$90 06/30/2019
Capital Investment Advisory Services LLC2,960$89 09/30/2019
     SPSM2,960$89 09/30/2019
PNC Financial Services Group Inc.2,575$79 06/30/2019
     SPSM2,575$79 06/30/2019
JFS Wealth Advisors LLC2,442$75 06/30/2019
     SPSM2,442$75 06/30/2019
Capital Advisors Ltd. LLC1,025$69 06/30/2019
     SPSM1,025$69 06/30/2019
LifePlan Financial Group Inc2,148$64 09/30/2019
     SPSM2,148$64 09/30/2019
Kavar Capital Partners LLC1,910$59 06/30/2019
     SPSM1,910$59 06/30/2019
CWM LLC1,892$57 09/30/2019
     SPSM1,892$57 09/30/2019
Captrust Financial Advisors1,749$54 06/30/2019
     SPSM1,749$54 06/30/2019
Tortoise Investment Management LLC1,778$54 06/30/2019
     SPSM1,778$54 06/30/2019
Patriot Financial Group Insurance Agency LLC1,607$49 06/30/2019
     SPSM1,607$49 06/30/2019
Meridian Wealth Management LLC1,386$42 06/30/2019
     SPSM1,386$42 06/30/2019
Rehmann Capital Advisory Group1,345$41 06/30/2019
     SPSM1,345$41 06/30/2019
Sonora Investment Management LLC1,323$40 09/30/2019
     SPSM1,323$40 09/30/2019
Optimum Investment Advisors1,200$36 09/30/2019
     SPSM1,200$36 09/30/2019
Lake Point Wealth Management1,040$32 06/30/2019
     SPSM1,040$32 06/30/2019
Winch Advisory Services LLC1,027$31 06/30/2019
     SPSM1,027$31 06/30/2019
FMR LLC659$20 06/30/2019
     SPSM659$20 06/30/2019
FTB Advisors Inc.600$18 09/30/2019
     SPSM600$18 09/30/2019
Bedel Financial Consulting Inc.522$16 09/30/2019
     SPSM522$16 09/30/2019
Strategic Blueprint LLC531$16 09/30/2019
     SPSM531$16 09/30/2019
Cribstone Capital Management LLC500$15 06/30/2019
     SPSM500$15 06/30/2019
Liberty Wealth Management LLC475$15 06/30/2019
     SPSM475$15 06/30/2019
Ruggie Capital Group395$12 06/30/2019
     SPSM395$12 06/30/2019
MCF Advisors LLC343$10 09/30/2019
     SPSM343$10 09/30/2019
Northwestern Mutual Wealth Management Co.335$10 06/30/2019
     SPSM335$10 06/30/2019
BlackRock Inc.324$10 06/30/2019
     SPSM324$10 06/30/2019
OLD Second National Bank of Aurora280$9 06/30/2019
     SPSM280$9 06/30/2019
Laurel Wealth Advisors LLC300$9 06/30/2019
     SPSM300$9 06/30/2019
Astor Investment Management LLC214$6 06/30/2019
     SPSM214$6 06/30/2019
Resources Investment Advisors LLC.190$6 06/30/2019
     SPSM190$6 06/30/2019
Fusion Family Wealth LLC182$6 06/30/2019
     SPSM182$6 06/30/2019
First PREMIER Bank183$5 09/30/2019
     SPSM183$5 09/30/2019
Sound Income Strategies LLC180$5 09/30/2019
     SPSM180$5 09/30/2019
Financial Enhancement Group LLC136$4 06/30/2019
     SPSM136$4 06/30/2019
Vectors Research Management LLC126$4 06/30/2019
     SPSM126$4 06/30/2019
TCI Wealth Advisors Inc.52$2 09/30/2019
     SPSM52$2 09/30/2019
Valeo Financial Advisors LLC63$2 09/30/2019
     SPSM63$2 09/30/2019
Personal Wealth Partners61$2 09/30/2019
     SPSM61$2 09/30/2019
Focused Wealth Management Inc34$1 06/30/2019
     SPSM34$1 06/30/2019
Jackson Grant Investment Advisers Inc.23$1 06/30/2019
     SPSM23$1 06/30/2019
Steward Partners Investment Advisory LLC50$1 06/30/2019
     SPSM50$1 06/30/2019
Proequities Inc.0$0 06/30/2019
     SPSM0$0 06/30/2019
Parallax Volatility Advisers L.P.3$0 06/30/2019
     SPSM3$0 06/30/2019
JPMorgan Chase & Co.7,904$-165,673 06/30/2019
     Put5,959,100$298,049 06/30/2019
     Call4,152,200$132,137 06/30/2019
     SPSM7,904$239 06/30/2019

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

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