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
Envestnet Asset Management Inc.2,305,649$108,158 06/30/2020
     SPTL2,305,649$108,158 06/30/2020
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.1,895,000$88,894 06/30/2020
     SPTL1,895,000$88,894 06/30/2020
UBS Group AG1,884,532$88,403 06/30/2020
     SPTL1,884,532$88,403 06/30/2020
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
FormulaFolio Investments LLC651,232$30,764 03/31/2020
     SPTL651,232$30,764 03/31/2020
Pinnacle Financial Partners Inc.536,804$25,182 06/30/2020
     SPTL536,804$25,182 06/30/2020
Astor Investment Management LLC455,078$21,347 06/30/2020
     SPTL455,078$21,347 06/30/2020
First Heartland Consultants Inc.442,746$20,769 06/30/2020
     SPTL442,746$20,769 06/30/2020
Krilogy Financial LLC386,059$18,110 06/30/2020
     SPTL386,059$18,110 06/30/2020
Wells Fargo & Company MN377,445$17,831 03/31/2020
     SPTL377,445$17,831 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
Cardan Capital Partners LLC292,892$13,740 06/30/2020
     SPTL292,892$13,740 06/30/2020
Wealthsimple US Ltd.287,202$13,473 06/30/2020
     SPTL287,202$13,473 06/30/2020
Strategic Wealth Designers270,832$12,705 06/30/2020
     SPTL270,832$12,705 06/30/2020
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
Sawtooth Solutions LLC254,871$11,956 06/30/2020
     SPTL254,871$11,956 06/30/2020
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
AE Wealth Management LLC219,438$10,294 06/30/2020
     SPTL219,438$10,294 06/30/2020
Guggenheim Capital LLC209,515$9,897 03/31/2020
     SPTL209,515$9,897 03/31/2020
McAdam LLC199,473$9,357 06/30/2020
     SPTL199,473$9,357 06/30/2020
Financial Consulate Inc.176,031$8,258 06/30/2020
     SPTL176,031$8,258 06/30/2020
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
AlphaStar Capital Management LLC138,663$6,599 06/30/2020
     SPTL138,663$6,599 06/30/2020
Formidable Asset Management LLC136,701$6,458 03/31/2020
     SPTL136,701$6,458 03/31/2020
Lucia Wealth Services LLC135,489$6,356 06/30/2020
     SPTL135,489$6,356 06/30/2020
S. R. Schill & Associates133,797$6,276 06/30/2020
     SPTL133,797$6,276 06/30/2020
Westover Capital Advisors LLC116,795$5,517 03/31/2020
     SPTL116,795$5,517 03/31/2020
SeaCrest Wealth Management LLC113,524$5,325 06/30/2020
     SPTL113,524$5,325 06/30/2020
Friedenthal Financial94,411$5,102 06/30/2020
     SPTL94,411$5,102 06/30/2020
Arete Wealth Management LLC107,744$5,102 03/31/2020
     SPTL107,744$5,102 03/31/2020
Cambridge Investment Research Advisors Inc.101,132$4,744 06/30/2020
     SPTL101,132$4,744 06/30/2020
Cedar Brook Financial Partners LLC95,994$4,503 06/30/2020
     SPTL95,994$4,503 06/30/2020
Flagship Harbor Advisors LLC92,860$4,356 06/30/2020
     SPTL92,860$4,356 06/30/2020
Mercer Global Advisors Inc. ADV87,346$4,126 03/31/2020
     SPTL87,346$4,126 03/31/2020
BCM Advisors LLC86,933$4,078 06/30/2020
     SPTL86,933$4,078 06/30/2020
Genesee Capital Advisors LLC76,777$3,601 06/30/2020
     SPTL76,777$3,601 06/30/2020
Wealthcare Capital Management LLC76,099$3,570 06/30/2020
     SPTL76,099$3,570 06/30/2020
Royal Bank of Canada73,280$3,462 03/31/2020
     SPTL73,280$3,462 03/31/2020
Paulson Wealth Management Inc.73,179$3,433 06/30/2020
     SPTL73,179$3,433 06/30/2020
Centric Wealth Management72,504$3,401 06/30/2020
     SPTL72,504$3,401 06/30/2020
Jane Street Group LLC71,212$3,364 03/31/2020
     SPTL71,212$3,364 03/31/2020
Islay Capital Management LLC70,023$3,285 06/30/2020
     SPTL70,023$3,285 06/30/2020
Resources Investment Advisors LLC.65,611$3,099 03/31/2020
     SPTL65,611$3,099 03/31/2020
Bank of New York Mellon Corp63,912$3,019 03/31/2020
     SPTL63,912$3,019 03/31/2020
Good Life Advisors LLC64,079$3,010 06/30/2020
     SPTL64,079$3,010 06/30/2020
Sowell Financial Services LLC62,496$2,952 03/31/2020
     SPTL62,496$2,952 03/31/2020
Teamwork Financial Advisors LLC60,121$2,820 06/30/2020
     SPTL60,121$2,820 06/30/2020
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
Silicon Hills Wealth Management LLC56,495$2,650 06/30/2020
     SPTL56,495$2,650 06/30/2020
Private Wealth Strategies L.L.C.51,781$2,429 06/30/2020
     SPTL51,781$2,429 06/30/2020
Money Design Co. Ltd.50,965$2,391 06/30/2020
     SPTL50,965$2,391 06/30/2020
Citadel Advisors LLC48,479$2,290 03/31/2020
     SPTL48,479$2,290 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
Executive Wealth Management LLC39,934$1,873 06/30/2020
     SPTL39,934$1,873 06/30/2020
IFP Advisors Inc38,883$1,835 06/30/2020
     SPTL38,883$1,835 06/30/2020
SCS Capital Management LLC38,568$1,822 03/31/2020
     SPTL38,568$1,822 03/31/2020
Strategic Investment Advisors MI38,209$1,792 06/30/2020
     SPTL38,209$1,792 06/30/2020
Private Advisor Group LLC35,934$1,697 03/31/2020
     SPTL35,934$1,697 03/31/2020
Outlook Wealth Advisors LLC35,416$1,661 06/30/2020
     SPTL35,416$1,661 06/30/2020
Cooper Financial Group34,835$1,634 06/30/2020
     SPTL34,835$1,634 06/30/2020
Beaumont Financial Partners LLC34,751$1,630 06/30/2020
     SPTL34,751$1,630 06/30/2020
RFG Advisory LLC32,138$1,508 06/30/2020
     SPTL32,138$1,508 06/30/2020
Change Path LLC29,983$1,416 03/31/2020
     SPTL29,983$1,416 03/31/2020
Smart Money Group LLC29,792$1,397 06/30/2020
     SPTL29,792$1,397 06/30/2020
OLD Mission Capital LLC28,867$1,364 03/31/2020
     SPTL28,867$1,364 03/31/2020
Cetera Advisors LLC23,157$1,094 03/31/2020
     SPTL23,157$1,094 03/31/2020
Level Four Advisory Services LLC23,203$1,088 06/30/2020
     SPTL23,203$1,088 06/30/2020
Centaurus Financial Inc.22,245$1,051 03/31/2020
     SPTL22,245$1,051 03/31/2020
Optimal Asset Management Inc.21,124$991 06/30/2020
     SPTL21,124$991 06/30/2020
Vivid Financial Management Inc.19,741$926 06/30/2020
     SPTL19,741$926 06/30/2020
IndexIQ Advisors LLC19,465$920 03/31/2020
     SPTL19,465$920 03/31/2020
HRT Financial LLC18,300$864 03/31/2020
     SPTL18,300$864 03/31/2020
Csenge Advisory Group18,193$853 06/30/2020
     SPTL18,193$853 06/30/2020
SkyOak Wealth LLC15,359$726 03/31/2020
     SPTL15,359$726 03/31/2020
RHS Financial LLC15,381$722 06/30/2020
     SPTL15,381$722 06/30/2020
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
Mutual Advisors LLC14,514$681 06/30/2020
     SPTL14,514$681 06/30/2020
Horst & Graben Wealth Management LLC14,423$677 06/30/2020
     SPTL14,423$677 06/30/2020
Patriot Financial Group Insurance Agency LLC14,146$664 06/30/2020
     SPTL14,146$664 06/30/2020
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
Wedbush Securities Inc.12,803$601 06/30/2020
     SPTL12,803$601 06/30/2020
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
Capital Investment Advisory Services LLC11,323$531 06/30/2020
     SPTL11,323$531 06/30/2020
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
CWM LLC10,882$510 06/30/2020
     SPTL10,882$510 06/30/2020
Hayden Royal LLC10,169$480 03/31/2020
     SPTL10,169$480 03/31/2020
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
Bay Harbor Wealth Management LLC9,578$449 06/30/2020
     SPTL9,578$449 06/30/2020
GWM Advisors LLC9,426$442 06/30/2020
     SPTL9,426$442 06/30/2020
Belpointe Asset Management LLC9,149$429 06/30/2020
     SPTL9,149$429 06/30/2020
Renaissance Technologies LLC8,300$392 03/31/2020
     SPTL8,300$392 03/31/2020
Copperleaf Capital LLC8,321$390 06/30/2020
     SPTL8,321$390 06/30/2020
Rowland Carmichael Advisors Inc. ADV8,210$385 06/30/2020
     SPTL8,210$385 06/30/2020
Diligent Investors LLC8,201$385 06/30/2020
     SPTL8,201$385 06/30/2020
Nwam LLC8,198$385 06/30/2020
     SPTL8,198$385 06/30/2020
Sage Capital Advisors llc8,203$385 06/30/2020
     SPTL8,203$385 06/30/2020
Accurate Investment Solutions Inc.7,906$373 03/31/2020
     SPTL7,906$373 03/31/2020
Mountain Capital Investment Advisors Inc7,762$367 06/30/2020
     SPTL7,762$367 06/30/2020
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
Atria Investments LLC7,247$342 03/31/2020
     SPTL7,247$342 03/31/2020
Capital Financial Planning LLC7,092$333 06/30/2020
     SPTL7,092$333 06/30/2020
Baird Financial Group Inc.6,827$323 03/31/2020
     SPTL6,827$323 03/31/2020
LifePlan Financial Group Inc6,740$316 06/30/2020
     SPTL6,740$316 06/30/2020
Integrated Wealth Concepts LLC6,711$315 06/30/2020
     SPTL6,711$315 06/30/2020
Austin Private Wealth LLC6,639$314 03/31/2020
     SPTL6,639$314 03/31/2020
Ballast Advisors LLC6,561$308 06/30/2020
     SPTL6,561$308 06/30/2020
Magnus Financial Group LLC6,267$296 03/31/2020
     SPTL6,267$296 03/31/2020
Archford Capital Strategies LLC6,234$292 06/30/2020
     SPTL6,234$292 06/30/2020
Legacy Capital Partners Inc.6,135$288 06/30/2020
     SPTL6,135$288 06/30/2020
Stratos Wealth Advisors LLC6,068$285 06/30/2020
     SPTL6,068$285 06/30/2020
Stifel Financial Corp6,008$284 03/31/2020
     SPTL6,008$284 03/31/2020
Investors Financial Group LLC6,004$282 06/30/2020
     SPTL6,004$282 06/30/2020
First Horizon Advisors Inc.5,999$281 06/30/2020
     SPTL5,999$281 06/30/2020
Transform Wealth LLC5,652$265 06/30/2020
     SPTL5,652$265 06/30/2020
Global Retirement Partners LLC5,606$263 06/30/2020
     SPTL5,606$263 06/30/2020
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 LLC5,215$245 06/30/2020
     SPTL5,215$245 06/30/2020
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
Creative Planning4,882$229 06/30/2020
     SPTL4,882$229 06/30/2020
Strategic Blueprint LLC4,503$211 06/30/2020
     SPTL4,503$211 06/30/2020
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$141 06/30/2020
     SPTL3,003$141 06/30/2020
Itau Unibanco Holding S.A.2,775$131 03/31/2020
     SPTL2,775$131 03/31/2020
NewSquare Capital LLC2,598$122 06/30/2020
     SPTL2,598$122 06/30/2020
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 06/30/2020
     SPTL2,144$101 06/30/2020
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
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$41 06/30/2020
     SPTL880$41 06/30/2020
Transamerica Financial Advisors Inc.856$41 03/31/2020
     SPTL856$41 03/31/2020
Fifth Third Bancorp861$40 06/30/2020
     SPTL861$40 06/30/2020
Wealth Quarterback LLC813$38 03/31/2020
     SPTL813$38 03/31/2020
Capital Analysts LLC648$31 03/31/2020
     SPTL648$31 03/31/2020
Carmichael Hill & Associates Inc.554$26 06/30/2020
     SPTL554$26 06/30/2020
Northwestern Mutual Wealth Management Co.523$25 03/31/2020
     SPTL523$25 03/31/2020
Hartford Financial Management Inc.489$23 06/30/2020
     SPTL489$23 06/30/2020
Parallel Advisors LLC490$22 06/30/2020
     SPTL490$22 06/30/2020
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$18 06/30/2020
     SPTL393$18 06/30/2020
Procyon Private Wealth Partners LLC377$18 03/31/2020
     SPTL377$18 03/31/2020
Versant Capital Management Inc259$12 06/30/2020
     SPTL259$12 06/30/2020
Pinnacle Bank179$8 06/30/2020
     SPTL179$8 06/30/2020
Proequities Inc.177$8 03/31/2020
     SPTL177$8 03/31/2020
Valeo Financial Advisors LLC154$7 06/30/2020
     SPTL154$7 06/30/2020
Ellis Investment Partners LLC157$7 06/30/2020
     SPTL157$7 06/30/2020
PNC Financial Services Group Inc.159$7 03/31/2020
     SPTL159$7 03/31/2020
First PREMIER Bank104$5 06/30/2020
     SPTL104$5 06/30/2020
Ancora Advisors LLC109$5 03/31/2020
     SPTL109$5 03/31/2020
Braun Bostich & Associates Inc.99$5 03/31/2020
     SPTL99$5 03/31/2020
Aptus Capital Advisors LLC89$4 06/30/2020
     SPTL89$4 06/30/2020
Bellevue Asset Management LLC78$4 06/30/2020
     SPTL78$4 06/30/2020
Creative Financial Designs Inc. ADV71$3 06/30/2020
     SPTL71$3 06/30/2020
Endurance Wealth Management Inc.24$1 06/30/2020
     SPTL24$1 06/30/2020
Ironwood Financial llc15$1 06/30/2020
     SPTL15$1 06/30/2020
Weaver Consulting Group12$1 06/30/2020
     SPTL12$1 06/30/2020
Davis Capital Management25$1 06/30/2020
     SPTL25$1 06/30/2020
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
Danda Trouve Investment Management Inc.4$0 06/30/2020
     SPTL4$0 06/30/2020
Sofos Investments Inc.4,618$0 03/31/2020
     SPTL4,618$0 03/31/2020

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

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