HoldingsChannel.com
Funds Holding SPTL
HolderAmountPosition Size
($ in 1000's)
 As of
State Street Corp9,132,960$431,441 03/31/2020
     SPTL9,132,960$431,441 03/31/2020
Financial Engines Advisors L.L.C.2,205,520$104,189 03/31/2020
     SPTL2,205,520$104,189 03/31/2020
Lockheed Martin Investment Management Co.1,965,000$92,826 03/31/2020
     SPTL1,965,000$92,826 03/31/2020
Envestnet Asset Management Inc.1,763,518$83,309 03/31/2020
     SPTL1,763,518$83,309 03/31/2020
Charles Schwab Investment Management Inc.1,161,742$54,881 03/31/2020
     SPTL1,161,742$54,881 03/31/2020
WBI Investments Inc.1,098,659$51,900 03/31/2020
     SPTL1,098,659$51,900 03/31/2020
Advisor Group Holdings Inc.1,006,564$47,415 03/31/2020
     SPTL1,006,564$47,415 03/31/2020
LPL Financial LLC896,435$42,348 03/31/2020
     SPTL896,435$42,348 03/31/2020
BlackRock Inc.776,841$36,698 03/31/2020
     SPTL776,841$36,698 03/31/2020
Advisor Group Inc.910,910$35,407 12/31/2019
     SPTL910,910$35,407 12/31/2019
FormulaFolio Investments LLC651,232$30,764 03/31/2020
     SPTL651,232$30,764 03/31/2020
NewSquare Capital LLC501,374$23,685 03/31/2020
     SPTL501,374$23,685 03/31/2020
Wells Fargo & Company MN377,445$17,831 03/31/2020
     SPTL377,445$17,831 03/31/2020
Krilogy Financial LLC366,732$17,324 03/31/2020
     SPTL366,732$17,324 03/31/2020
Cardan Capital Partners LLC366,540$17,315 03/31/2020
     SPTL366,540$17,315 03/31/2020
Flow Traders U.S. LLC360,929$17,050 03/31/2020
     SPTL360,929$17,050 03/31/2020
Peak Capital Management LLC337,036$15,922 03/31/2020
     SPTL337,036$15,922 03/31/2020
Bank of America Corp DE314,923$14,877 03/31/2020
     SPTL314,923$14,877 03/31/2020
Wealthsource Partners LLC262,093$12,381 03/31/2020
     SPTL262,093$12,381 03/31/2020
Keel Point LLC258,245$12,199 03/31/2020
     SPTL258,245$12,199 03/31/2020
Wealthsimple US Ltd.252,172$11,913 03/31/2020
     SPTL252,172$11,913 03/31/2020
Morgan Stanley234,283$11,067 03/31/2020
     SPTL234,283$11,067 03/31/2020
Citigroup Inc.232,013$10,960 03/31/2020
     SPTL232,013$10,960 03/31/2020
Ameriprise Financial Inc.224,636$10,612 03/31/2020
     SPTL224,636$10,612 03/31/2020
Pinnacle Financial Partners Inc.216,105$10,209 03/31/2020
     SPTL216,105$10,209 03/31/2020
Guggenheim Capital LLC209,515$9,897 03/31/2020
     SPTL209,515$9,897 03/31/2020
McAdam LLC186,907$8,830 03/31/2020
     SPTL186,907$8,830 03/31/2020
Raymond James & Associates152,370$7,198 03/31/2020
     SPTL152,370$7,198 03/31/2020
Strategic Wealth Advisors Group LLC147,876$7,019 03/31/2020
     SPTL147,876$7,019 03/31/2020
AdvisorNet Financial Inc143,622$6,785 03/31/2020
     SPTL143,622$6,785 03/31/2020
Stadion Money Management LLC140,009$6,614 03/31/2020
     SPTL140,009$6,614 03/31/2020
S. R. Schill & Associates123,103$5,815 03/31/2020
     SPTL123,103$5,815 03/31/2020
Westover Capital Advisors LLC116,795$5,517 03/31/2020
     SPTL116,795$5,517 03/31/2020
Formidable Asset Management LLC140,311$5,455 12/31/2019
     SPTL140,311$5,455 12/31/2019
Arete Wealth Management LLC107,744$5,102 03/31/2020
     SPTL107,744$5,102 03/31/2020
First Heartland Consultants Inc.99,666$4,708 03/31/2020
     SPTL99,666$4,708 03/31/2020
UBS Group AG99,070$4,680 03/31/2020
     SPTL99,070$4,680 03/31/2020
AlphaStar Capital Management LLC92,017$4,495 03/31/2020
     SPTL92,017$4,495 03/31/2020
SeaCrest Wealth Management LLC94,673$4,472 03/31/2020
     SPTL94,673$4,472 03/31/2020
Sawtooth Solutions LLC92,776$4,383 03/31/2020
     SPTL92,776$4,383 03/31/2020
Mercer Global Advisors Inc. ADV87,346$4,126 03/31/2020
     SPTL87,346$4,126 03/31/2020
Cedar Brook Financial Partners LLC80,358$3,796 03/31/2020
     SPTL80,358$3,796 03/31/2020
Cooper Financial Group80,051$3,782 03/31/2020
     SPTL80,051$3,782 03/31/2020
Genesee Capital Advisors LLC77,901$3,680 03/31/2020
     SPTL77,901$3,680 03/31/2020
Wealthcare Capital Management LLC76,332$3,606 03/31/2020
     SPTL76,332$3,606 03/31/2020
AE Wealth Management LLC73,513$3,473 03/31/2020
     SPTL73,513$3,473 03/31/2020
Royal Bank of Canada73,280$3,462 03/31/2020
     SPTL73,280$3,462 03/31/2020
Paulson Wealth Management Inc.71,931$3,458 03/31/2020
     SPTL71,931$3,458 03/31/2020
Lucia Wealth Services LLC72,637$3,431 03/31/2020
     SPTL72,637$3,431 03/31/2020
Billeaud Capital Management LLC71,966$3,400 03/31/2020
     SPTL71,966$3,400 03/31/2020
Strategic Wealth Designers71,276$3,367 03/31/2020
     SPTL71,276$3,367 03/31/2020
Jane Street Group LLC71,212$3,364 03/31/2020
     SPTL71,212$3,364 03/31/2020
Good Life Advisors LLC65,679$3,106 03/31/2020
     SPTL65,679$3,106 03/31/2020
Resources Investment Advisors LLC.65,611$3,099 03/31/2020
     SPTL65,611$3,099 03/31/2020
Private Wealth Strategies L.L.C.64,011$3,026 03/31/2020
     SPTL64,011$3,026 03/31/2020
Bank of New York Mellon Corp63,912$3,019 03/31/2020
     SPTL63,912$3,019 03/31/2020
Flagship Harbor Advisors LLC63,830$3,015 03/31/2020
     SPTL63,830$3,015 03/31/2020
Sowell Financial Services LLC62,496$2,952 03/31/2020
     SPTL62,496$2,952 03/31/2020
Kingsview Wealth Management LLC57,194$2,702 03/31/2020
     SPTL57,194$2,702 03/31/2020
Strategic Advisors LLC57,171$2,698 03/31/2020
     SPTL57,171$2,698 03/31/2020
Centric Wealth Management63,366$2,613 03/31/2020
     SPTL63,366$2,613 03/31/2020
Silicon Hills Wealth Management LLC53,822$2,543 03/31/2020
     SPTL53,822$2,543 03/31/2020
Cambridge Investment Research Advisors Inc.52,677$2,488 03/31/2020
     SPTL52,677$2,488 03/31/2020
Citadel Advisors LLC48,479$2,290 03/31/2020
     SPTL48,479$2,290 03/31/2020
IFP Advisors Inc48,497$2,265 03/31/2020
     SPTL48,497$2,265 03/31/2020
Client 1ST Advisory Group LLC46,361$2,190 03/31/2020
     SPTL46,361$2,190 03/31/2020
Tradewinds Capital Management LLC45,729$2,160 03/31/2020
     SPTL45,729$2,160 03/31/2020
Cabana LLC42,808$2,065 03/31/2020
     SPTL42,808$2,065 03/31/2020
Cetera Advisor Networks LLC40,565$1,916 03/31/2020
     SPTL40,565$1,916 03/31/2020
Teamwork Financial Advisors LLC40,150$1,897 03/31/2020
     SPTL40,150$1,897 03/31/2020
Executive Wealth Management LLC39,758$1,878 03/31/2020
     SPTL39,758$1,878 03/31/2020
SCS Capital Management LLC38,568$1,822 03/31/2020
     SPTL38,568$1,822 03/31/2020
Islay Capital Management LLC37,258$1,760 03/31/2020
     SPTL37,258$1,760 03/31/2020
Private Advisor Group LLC35,934$1,697 03/31/2020
     SPTL35,934$1,697 03/31/2020
Leicht Financial Planning & Wealth Management Inc.35,581$1,678 03/31/2020
     SPTL35,581$1,678 03/31/2020
First Trust Advisors LP33,957$1,604 03/31/2020
     SPTL33,957$1,604 03/31/2020
Smart Money Group LLC30,230$1,429 03/31/2020
     SPTL30,230$1,429 03/31/2020
Change Path LLC29,983$1,416 03/31/2020
     SPTL29,983$1,416 03/31/2020
Ladenburg Thalmann Financial Services Inc.40,958$1,366 12/31/2019
     SPTL40,958$1,366 12/31/2019
OLD Mission Capital LLC28,867$1,364 03/31/2020
     SPTL28,867$1,364 03/31/2020
RFG Advisory LLC27,956$1,321 03/31/2020
     SPTL27,956$1,321 03/31/2020
Great Valley Advisor Group Inc.23,244$1,098 03/31/2020
     SPTL23,244$1,098 03/31/2020
Cetera Advisors LLC23,157$1,094 03/31/2020
     SPTL23,157$1,094 03/31/2020
Centaurus Financial Inc.22,245$1,051 03/31/2020
     SPTL22,245$1,051 03/31/2020
Rowland Carmichael Advisors Inc. ADV20,657$976 03/31/2020
     SPTL20,657$976 03/31/2020
IndexIQ Advisors LLC19,465$920 03/31/2020
     SPTL19,465$920 03/31/2020
Money Design Co. Ltd.19,053$900 03/31/2020
     SPTL19,053$900 03/31/2020
Mutual Advisors LLC18,646$881 03/31/2020
     SPTL18,646$881 03/31/2020
Vivid Financial Management Inc.18,432$871 03/31/2020
     SPTL18,432$871 03/31/2020
HRT Financial LLC18,300$864 03/31/2020
     SPTL18,300$864 03/31/2020
Patriot Financial Group Insurance Agency LLC15,882$750 03/31/2020
     SPTL15,882$750 03/31/2020
RHS Financial LLC15,382$727 03/31/2020
     SPTL15,382$727 03/31/2020
SkyOak Wealth LLC15,359$726 03/31/2020
     SPTL15,359$726 03/31/2020
Gladstone Institutional Advisory LLC15,165$716 03/31/2020
     SPTL15,165$716 03/31/2020
Pinnacle Advisory Group Inc.15,097$713 03/31/2020
     SPTL15,097$713 03/31/2020
Equitable Holdings Inc.15,007$709 03/31/2020
     SPTL15,007$709 03/31/2020
Ausdal Financial Partners Inc.13,790$666 03/31/2020
     SPTL13,790$666 03/31/2020
MML Investors Services LLC13,896$656 03/31/2020
     SPTL13,896$656 03/31/2020
Innealta Capital LLC13,488$637 03/31/2020
     SPTL13,488$637 03/31/2020
Visionary Wealth Advisors13,112$619 03/31/2020
     SPTL13,112$619 03/31/2020
Fisher Asset Management LLC12,841$607 03/31/2020
     SPTL12,841$607 03/31/2020
Raymond James Financial Services Advisors Inc.12,700$600 03/31/2020
     SPTL12,700$600 03/31/2020
Level Four Advisory Services LLC12,638$597 03/31/2020
     SPTL12,638$597 03/31/2020
Capital Investment Advisory Services LLC12,492$590 03/31/2020
     SPTL12,492$590 03/31/2020
Optimal Asset Management Inc.12,390$585 03/31/2020
     SPTL12,390$585 03/31/2020
Captrust Financial Advisors11,423$548 03/31/2020
     SPTL11,423$548 03/31/2020
55I LLC11,558$547 03/31/2020
     SPTL11,558$547 03/31/2020
STA Wealth Management LLC11,106$525 03/31/2020
     SPTL11,106$525 03/31/2020
ETRADE Capital Management LLC11,010$520 03/31/2020
     SPTL11,010$520 03/31/2020
Wedbush Securities Inc.10,244$484 03/31/2020
     SPTL10,244$484 03/31/2020
Diligent Investors LLC10,167$480 03/31/2020
     SPTL10,167$480 03/31/2020
Belpointe Asset Management LLC12,043$468 12/31/2019
     SPTL12,043$468 12/31/2019
Affinity Wealth Management LLC9,544$458 03/31/2020
     SPTL9,544$458 03/31/2020
First Allied Advisory Services Inc.9,581$453 03/31/2020
     SPTL9,581$453 03/31/2020
Global Retirement Partners LLC9,268$438 03/31/2020
     SPTL9,268$438 03/31/2020
Mountain Capital Investment Advisors Inc9,157$433 03/31/2020
     SPTL9,157$433 03/31/2020
Hayden Royal LLC9,805$409 12/31/2019
     SPTL9,805$409 12/31/2019
Transform Wealth LLC8,338$394 03/31/2020
     SPTL8,338$394 03/31/2020
Renaissance Technologies LLC8,300$392 03/31/2020
     SPTL8,300$392 03/31/2020
Accurate Investment Solutions Inc.7,906$373 03/31/2020
     SPTL7,906$373 03/31/2020
JPMorgan Chase & Co.7,759$367 03/31/2020
     SPTL7,759$367 03/31/2020
Calton & Associates Inc.7,760$367 03/31/2020
     SPTL7,760$367 03/31/2020
Friedenthal Financial7,791$345 03/31/2020
     SPTL7,791$345 03/31/2020
Integrated Wealth Concepts LLC7,283$344 03/31/2020
     SPTL7,283$344 03/31/2020
Atria Investments LLC7,247$342 03/31/2020
     SPTL7,247$342 03/31/2020
LifePlan Financial Group Inc7,052$333 03/31/2020
     SPTL7,052$333 03/31/2020
Baird Financial Group Inc.6,827$323 03/31/2020
     SPTL6,827$323 03/31/2020
Austin Private Wealth LLC6,639$314 03/31/2020
     SPTL6,639$314 03/31/2020
Ballast Advisors LLC6,561$310 03/31/2020
     SPTL6,561$310 03/31/2020
Magnus Financial Group LLC6,267$296 03/31/2020
     SPTL6,267$296 03/31/2020
Stifel Financial Corp6,008$284 03/31/2020
     SPTL6,008$284 03/31/2020
Financial Strategies Group Inc.5,528$261 03/31/2020
     SPTL5,528$261 03/31/2020
Synovus Financial Corp5,421$257 03/31/2020
     SPTL5,421$257 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC5,343$252 03/31/2020
     SPTL5,343$252 03/31/2020
Creative Planning5,302$250 03/31/2020
     SPTL5,302$250 03/31/2020
Voya Financial Advisors Inc.5,060$240 03/31/2020
     SPTL5,060$240 03/31/2020
Signet Financial Management LLC5,044$237 03/31/2020
     SPTL5,044$237 03/31/2020
Insight 2811 Inc.4,653$220 03/31/2020
     SPTL4,653$220 03/31/2020
Charles Schwab Trust Co4,426$209 03/31/2020
     SPTL4,426$209 03/31/2020
NEXT Financial Group Inc4,059$191 03/31/2020
     SPTL4,059$191 03/31/2020
Verus Capital Partners LLC3,390$160 03/31/2020
     SPTL3,390$160 03/31/2020
Private Capital Group LLC3,182$150 03/31/2020
     SPTL3,182$150 03/31/2020
Savior LLC3,003$142 03/31/2020
     SPTL3,003$142 03/31/2020
Itau Unibanco Holding S.A.2,775$131 03/31/2020
     SPTL2,775$131 03/31/2020
Capital Asset Advisory Services LLC2,566$122 03/31/2020
     SPTL2,566$122 03/31/2020
Parkside Financial Bank & Trust2,269$107 03/31/2020
     SPTL2,269$107 03/31/2020
Beacon Capital Management Inc.2,144$101 03/31/2020
     SPTL2,144$101 03/31/2020
Advisory Services Network LLC1,941$92 03/31/2020
     SPTL1,941$92 03/31/2020
FMR LLC1,517$72 03/31/2020
     SPTL1,517$72 03/31/2020
Blair William & Co. IL1,458$69 03/31/2020
     SPTL1,458$69 03/31/2020
Steward Partners Investment Advisory LLC1,292$61 03/31/2020
     SPTL1,292$61 03/31/2020
G&S Capital LLC1,308$61 03/31/2020
     SPTL1,308$61 03/31/2020
Rockefeller Capital Management L.P.1,070$51 03/31/2020
     SPTL1,070$51 03/31/2020
Golden State Wealth Management LLC1,046$49 03/31/2020
     SPTL1,046$49 03/31/2020
Tower Research Capital LLC TRC 1,000$47 03/31/2020
     SPTL1,000$47 03/31/2020
Penserra Capital Management LLC1,008$47 03/31/2020
     SPTL1,008$47 03/31/2020
Emerald Investment Partners LLC893$42 03/31/2020
     SPTL893$42 03/31/2020
Joseph P. Lucia & Associates LLC880$42 03/31/2020
     SPTL880$42 03/31/2020
Fifth Third Bancorp861$41 03/31/2020
     SPTL861$41 03/31/2020
Transamerica Financial Advisors Inc.856$41 03/31/2020
     SPTL856$41 03/31/2020
Wealth Quarterback LLC813$38 03/31/2020
     SPTL813$38 03/31/2020
Parallel Advisors LLC754$35 03/31/2020
     SPTL754$35 03/31/2020
Capital Analysts LLC648$31 03/31/2020
     SPTL648$31 03/31/2020
MUFG Americas Holdings Corp618$29 03/31/2020
     SPTL618$29 03/31/2020
Signaturefd LLC600$28 03/31/2020
     SPTL600$28 03/31/2020
Wealthcare Advisory Partners LLC573$27 03/31/2020
     SPTL573$27 03/31/2020
Northwestern Mutual Wealth Management Co.523$25 03/31/2020
     SPTL523$25 03/31/2020
Hudock Inc.472$22 03/31/2020
     SPTL472$22 03/31/2020
Deutsche Bank AG421$20 03/31/2020
     SPTL421$20 03/31/2020
Assetmark Inc.393$19 03/31/2020
     SPTL393$19 03/31/2020
Lehman & Derafelo Financial Resources LLC393$19 03/31/2020
     SPTL393$19 03/31/2020
Stratos Wealth Advisors LLC375$18 03/31/2020
     SPTL375$18 03/31/2020
Procyon Private Wealth Partners LLC377$18 03/31/2020
     SPTL377$18 03/31/2020
CWM LLC314$15 03/31/2020
     SPTL314$15 03/31/2020
Hartford Financial Management Inc.210$10 03/31/2020
     SPTL210$10 03/31/2020
Proequities Inc.177$8 03/31/2020
     SPTL177$8 03/31/2020
Pinnacle Bank179$8 03/31/2020
     SPTL179$8 03/31/2020
PNC Financial Services Group Inc.159$7 03/31/2020
     SPTL159$7 03/31/2020
Ellis Investment Partners LLC156$7 03/31/2020
     SPTL156$7 03/31/2020
Allworth Financial LP119$6 03/31/2020
     SPTL119$6 03/31/2020
Carmichael Hill & Associates Inc.128$6 03/31/2020
     SPTL128$6 03/31/2020
Ancora Advisors LLC109$5 03/31/2020
     SPTL109$5 03/31/2020
First PREMIER Bank104$5 03/31/2020
     SPTL104$5 03/31/2020
Braun Bostich & Associates Inc.99$5 03/31/2020
     SPTL99$5 03/31/2020
Aptus Capital Advisors LLC89$4 03/31/2020
     SPTL89$4 03/31/2020
Valeo Financial Advisors LLC75$4 03/31/2020
     SPTL75$4 03/31/2020
Versant Capital Management Inc88$4 03/31/2020
     SPTL88$4 03/31/2020
Bellevue Asset Management LLC78$4 03/31/2020
     SPTL78$4 03/31/2020
Tompkins Financial Corp59$3 03/31/2020
     SPTL59$3 03/31/2020
JFS Wealth Advisors LLC32$2 03/31/2020
     SPTL32$2 03/31/2020
Ameritas Investment Company LLC27$1 03/31/2020
     SPTL27$1 03/31/2020
Lake Point Wealth Management15$1 03/31/2020
     SPTL15$1 03/31/2020
Orion Portfolio Solutions LLC14$1 03/31/2020
     SPTL14$1 03/31/2020
Davis Capital Management25$1 03/31/2020
     SPTL25$1 03/31/2020
Sofos Investments Inc.4,618$0 03/31/2020
     SPTL4,618$0 03/31/2020
Danda Trouve Investment Management Inc.4$0 03/31/2020
     SPTL4$0 03/31/2020

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

Quotes delayed 20 minutes

Funds Holding SPTL | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.