HoldingsChannel.com
Funds Holding SPTM
HolderAmountPosition Size
($ in 1000's)
 As of
Allworth Financial LP15,525,403$570,403 09/30/2019
     SPTM15,525,403$570,403 09/30/2019
Balentine LLC3,063,903$111,710 06/30/2019
     SPTM3,063,903$111,710 06/30/2019
Parametric Portfolio Associates LLC2,821,903$102,887 06/30/2019
     SPTM2,821,903$102,887 06/30/2019
Shepherd Financial Partners LLC2,225,440$81,140 06/30/2019
     SPTM2,225,440$81,140 06/30/2019
Annex Advisory Services LLC1,999,089$72,888 06/30/2019
     SPTM1,999,089$72,888 06/30/2019
Boston Standard Wealth Management LLC1,763,725$64,799 09/30/2019
     SPTM1,763,725$64,799 09/30/2019
CLS Investments LLC1,685,836$61,466 06/30/2019
     SPTM1,685,836$61,466 06/30/2019
Barber Financial Group Inc.1,109,985$40,470 06/30/2019
     SPTM1,109,985$40,470 06/30/2019
FormulaFolio Investments LLC735,467$26,815 06/30/2019
     SPTM735,467$26,815 06/30/2019
LPL Financial LLC636,160$23,194 06/30/2019
     SPTM636,160$23,194 06/30/2019
CWM LLC623,916$22,923 09/30/2019
     SPTM623,916$22,923 09/30/2019
Pure Financial Advisors Inc.530,380$19,486 09/30/2019
     SPTM530,380$19,486 09/30/2019
Advisor Group Inc.497,462$18,138 06/30/2019
     SPTM497,462$18,138 06/30/2019
FMR LLC463,435$16,897 06/30/2019
     SPTM463,435$16,897 06/30/2019
Cambridge Investment Research Advisors Inc.455,300$16,600 06/30/2019
     SPTM455,300$16,600 06/30/2019
SigFig Wealth Management LLC437,075$15,936 06/30/2019
     SPTM437,075$15,936 06/30/2019
KEMPER Corp425,000$15,496 06/30/2019
     SPTM425,000$15,496 06/30/2019
Waller Financial Planning Group Inc.412,960$15,350 06/30/2019
     SPTM412,960$15,350 06/30/2019
Winch Advisory Services LLC405,792$14,795 06/30/2019
     SPTM405,792$14,795 06/30/2019
Captrust Financial Advisors404,198$14,737 06/30/2019
     SPTM404,198$14,737 06/30/2019
Savant Capital LLC401,719$14,647 06/30/2019
     SPTM401,719$14,647 06/30/2019
Bank of America Corp DE385,968$14,073 06/30/2019
     SPTM385,968$14,073 06/30/2019
Ameriprise Financial Inc.359,178$13,096 06/30/2019
     SPTM359,178$13,096 06/30/2019
Lee Financial Group Hawaii Inc.320,424$11,683 06/30/2019
     SPTM320,424$11,683 06/30/2019
Envestnet Asset Management Inc.291,754$10,719 09/30/2019
     SPTM291,754$10,719 09/30/2019
UBS Group AG280,498$10,227 06/30/2019
     SPTM280,498$10,227 06/30/2019
Parallel Advisors LLC275,765$10,054 06/30/2019
     SPTM275,765$10,054 06/30/2019
Nicolet Advisory Services LLC272,420$10,009 09/30/2019
     SPTM272,420$10,009 09/30/2019
Wealth Enhancement Advisory Services LLC259,464$9,717 06/30/2019
     SPTM259,464$9,717 06/30/2019
Morgan Stanley263,034$9,590 06/30/2019
     SPTM263,034$9,590 06/30/2019
WealthPLAN Partners LLC262,783$9,537 06/30/2019
     SPTM262,783$9,537 06/30/2019
United Capital Financial Advisers LLC241,782$8,815 06/30/2019
     SPTM241,782$8,815 06/30/2019
Mutual Advisors LLC211,131$7,698 06/30/2019
     SPTM211,131$7,698 06/30/2019
SlateStone Wealth LLC197,310$7,194 06/30/2019
     SPTM197,310$7,194 06/30/2019
Homrich & Berg196,508$7,165 06/30/2019
     SPTM196,508$7,165 06/30/2019
Peterson Wealth Advisors LLC190,586$7,002 09/30/2019
     SPTM190,586$7,002 09/30/2019
Larson Financial Group LLC182,087$6,690 09/30/2019
     SPTM182,087$6,690 09/30/2019
Evensky & Katz LLC178,501$6,508 06/30/2019
     SPTM178,501$6,508 06/30/2019
Strategic Blueprint LLC168,506$6,191 09/30/2019
     SPTM168,506$6,191 09/30/2019
Ladenburg Thalmann Financial Services Inc.169,014$6,163 06/30/2019
     SPTM169,014$6,163 06/30/2019
Iron Financial LLC166,814$6,129 09/30/2019
     SPTM166,814$6,129 09/30/2019
RFG Advisory LLC161,757$5,878 06/30/2019
     SPTM161,757$5,878 06/30/2019
BB&T Securities LLC156,346$5,700 06/30/2019
     SPTM156,346$5,700 06/30/2019
Arete Wealth Advisors LLC156,128$5,692 06/30/2019
     SPTM156,128$5,692 06/30/2019
Jackson Wealth Management LLC153,068$5,679 06/30/2019
     SPTM153,068$5,679 06/30/2019
Tradition Asset Management LLC138,709$5,057 06/30/2019
     SPTM138,709$5,057 06/30/2019
Quantitative Advantage LLC125,556$4,578 06/30/2019
     SPTM125,556$4,578 06/30/2019
Strategic Financial Group LLC124,544$4,541 06/30/2019
     SPTM124,544$4,541 06/30/2019
Stone House Investment Management LLC118,796$4,365 09/30/2019
     SPTM118,796$4,365 09/30/2019
Jane Street Group LLC119,297$4,350 06/30/2019
     SPTM119,297$4,350 06/30/2019
CX Institutional118,245$4,344 09/30/2019
     SPTM118,245$4,344 09/30/2019
LexAurum Advisors LLC116,553$4,282 09/30/2019
     SPTM116,553$4,282 09/30/2019
AdvisorNet Financial Inc109,824$4,004 06/30/2019
     SPTM109,824$4,004 06/30/2019
Raymond James Financial Services Advisors Inc.108,562$3,958 06/30/2019
     SPTM108,562$3,958 06/30/2019
JRM Investment Counsel LLC106,948$3,899 06/30/2019
     SPTM106,948$3,899 06/30/2019
G&S Capital LLC103,999$3,821 09/30/2019
     SPTM103,999$3,821 09/30/2019
Wealthsource Partners LLC96,423$3,516 06/30/2019
     SPTM96,423$3,516 06/30/2019
LifePlan Financial Group Inc90,742$3,334 09/30/2019
     SPTM90,742$3,334 09/30/2019
Great Lakes Advisors LLC91,048$3,320 06/30/2019
     SPTM91,048$3,320 06/30/2019
Isthmus Partners LLC83,843$3,057 06/30/2019
     SPTM83,843$3,057 06/30/2019
HBW Advisory Services LLC80,724$2,883 09/30/2019
     SPTM80,724$2,883 09/30/2019
Redwood Investment Management LLC74,863$2,730 06/30/2019
     SPTM74,863$2,730 06/30/2019
Raab & Moskowitz Asset Management LLC72,439$2,641 06/30/2019
     SPTM72,439$2,641 06/30/2019
Sanctuary Wealth Management L.L.C.70,893$2,605 09/30/2019
     SPTM70,893$2,605 09/30/2019
LVM Capital Management Ltd. MI67,212$2,469 09/30/2019
     SPTM67,212$2,469 09/30/2019
SNS Financial Group LLC67,370$2,456 06/30/2019
     SPTM67,370$2,456 06/30/2019
Doyle Wealth Management65,593$2,392 06/30/2019
     SPTM65,593$2,392 06/30/2019
Polaris Greystone Financial Group LLC66,852$2,382 09/30/2019
     SPTM66,852$2,382 09/30/2019
Wells Fargo & Company MN65,038$2,372 06/30/2019
     SPTM65,038$2,372 06/30/2019
Sterneck Capital Management LLC65,012$2,370 06/30/2019
     SPTM65,012$2,370 06/30/2019
Wechter Feldman Wealth Management Inc.63,388$2,311 06/30/2019
     SPTM63,388$2,311 06/30/2019
Creative Planning61,319$2,236 06/30/2019
     SPTM61,319$2,236 06/30/2019
Brio Consultants LLC60,210$2,212 09/30/2019
     SPTM60,210$2,212 09/30/2019
Wedbush Securities Inc.59,091$2,171 09/30/2019
     SPTM59,091$2,171 09/30/2019
Aldebaran Financial Inc.59,399$2,154 09/30/2019
     SPTM59,399$2,154 09/30/2019
Brown Brothers Harriman & Co.53,888$1,965 06/30/2019
     SPTM53,888$1,965 06/30/2019
ACG Wealth52,012$1,896 06/30/2019
     SPTM52,012$1,896 06/30/2019
Compass Financial Group Inc.51,928$1,893 06/30/2019
     SPTM51,928$1,893 06/30/2019
Towercrest Capital Management50,005$1,823 06/30/2019
     SPTM50,005$1,823 06/30/2019
Commonwealth Equity Services LLC49,636$1,809 06/30/2019
     SPTM49,636$1,809 06/30/2019
Principal Financial Group Inc.49,390$1,801 06/30/2019
     SPTM49,390$1,801 06/30/2019
Alliance Wealth Management Group49,062$1,789 06/30/2019
     SPTM49,062$1,789 06/30/2019
MBM Wealth Consultants LLC48,868$1,784 06/30/2019
     SPTM48,868$1,784 06/30/2019
Patriot Financial Group Insurance Agency LLC47,599$1,754 06/30/2019
     SPTM47,599$1,754 06/30/2019
Wealthcare Capital Management LLC44,810$1,646 09/30/2019
     SPTM44,810$1,646 09/30/2019
Broderick Brian C45,000$1,641 06/30/2019
     SPTM45,000$1,641 06/30/2019
Townsquare Capital LLC43,984$1,600 06/30/2019
     SPTM43,984$1,600 06/30/2019
JT Stratford LLC43,113$1,572 06/30/2019
     SPTM43,113$1,572 06/30/2019
DT Investment Partners LLC41,677$1,520 06/30/2019
     SPTM41,677$1,520 06/30/2019
Foundations Investment Advisors LLC41,419$1,489 09/30/2019
     SPTM41,419$1,489 09/30/2019
Wealthquest Corp38,555$1,416 09/30/2019
     SPTM38,555$1,416 09/30/2019
D. Scott Neal Inc.36,472$1,340 09/30/2019
     SPTM36,472$1,340 09/30/2019
ARGI Investment Services LLC36,186$1,319 06/30/2019
     SPTM36,186$1,319 06/30/2019
Genovese Burford & Brothers Wealth & Retirement Plan Management LLC36,017$1,313 06/30/2019
     SPTM36,017$1,313 06/30/2019
Change Path LLC34,698$1,265 06/30/2019
     SPTM34,698$1,265 06/30/2019
Prestige Wealth Management Group LLC34,404$1,254 06/30/2019
     SPTM34,404$1,254 06/30/2019
Aptus Capital Advisors LLC33,571$1,224 06/30/2019
     SPTM33,571$1,224 06/30/2019
Simplex Trading LLC33,091$1,215 09/30/2019
     SPTM33,091$1,215 09/30/2019
Vista Investment Management33,322$1,215 06/30/2019
     SPTM33,322$1,215 06/30/2019
Planning Solutions Group LLC31,841$1,161 06/30/2019
     SPTM31,841$1,161 06/30/2019
Fernwood Investment Management LLC31,722$1,157 06/30/2019
     SPTM31,722$1,157 06/30/2019
MML Investors Services LLC31,484$1,148 06/30/2019
     SPTM31,484$1,148 06/30/2019
Wealth & Pension Services Group Inc.30,525$1,113 06/30/2019
     SPTM30,525$1,113 06/30/2019
JFS Wealth Advisors LLC27,360$998 06/30/2019
     SPTM27,360$998 06/30/2019
Guidant Wealth Advisors25,411$934 09/30/2019
     SPTM25,411$934 09/30/2019
TCG Advisors LP24,848$915 06/30/2019
     SPTM24,848$915 06/30/2019
Garrison Asset Management LLC25,040$913 06/30/2019
     SPTM25,040$913 06/30/2019
Northwest Wealth Management LLC24,947$910 06/30/2019
     SPTM24,947$910 06/30/2019
Hanlon Investment Management Inc.24,698$900 06/30/2019
     SPTM24,698$900 06/30/2019
Copperwynd Financial LLC24,628$898 06/30/2019
     SPTM24,628$898 06/30/2019
Signet Financial Management LLC22,168$832 06/30/2019
     SPTM22,168$832 06/30/2019
Personal Financial Consultants Inc. ADV21,352$778 06/30/2019
     SPTM21,352$778 06/30/2019
Capital Investment Advisory Services LLC21,048$773 09/30/2019
     SPTM21,048$773 09/30/2019
Moseley Investment Management Inc.20,908$762 06/30/2019
     SPTM20,908$762 06/30/2019
Retirement Planning Group18,853$687 06/30/2019
     SPTM18,853$687 06/30/2019
Telos Capital Management Inc.18,592$678 06/30/2019
     SPTM18,592$678 06/30/2019
Roundview Capital LLC18,080$659 06/30/2019
     SPTM18,080$659 06/30/2019
Ausdal Financial Partners Inc.17,620$659 06/30/2019
     SPTM17,620$659 06/30/2019
JNBA Financial Advisors17,719$646 06/30/2019
     SPTM17,719$646 06/30/2019
FTB Advisors Inc.17,602$642 06/30/2019
     SPTM17,602$642 06/30/2019
Dynamic Advisor Solutions LLC17,081$623 06/30/2019
     SPTM17,081$623 06/30/2019
Advisory Alpha LLC16,385$605 06/30/2019
     SPTM16,385$605 06/30/2019
Private Trust Co. NA16,004$587 09/30/2019
     SPTM16,004$587 09/30/2019
Brighton Jones LLC16,104$587 06/30/2019
     SPTM16,104$587 06/30/2019
BOKF NA16,058$585 06/30/2019
     SPTM16,058$585 06/30/2019
First Heartland Consultants Inc.15,245$556 06/30/2019
     SPTM15,245$556 06/30/2019
Royal Bank of Canada14,894$543 06/30/2019
     SPTM14,894$543 06/30/2019
OLD Dominion Capital Management Inc.14,432$526 06/30/2019
     SPTM14,432$526 06/30/2019
RDA Financial Network13,505$498 06/30/2019
     SPTM13,505$498 06/30/2019
Proficio Capital Partners LLC13,540$494 06/30/2019
     SPTM13,540$494 06/30/2019
Cetera Advisors LLC13,525$490 06/30/2019
     SPTM13,525$490 06/30/2019
Signaturefd LLC12,774$469 09/30/2019
     SPTM12,774$469 09/30/2019
Paulson Wealth Management Inc.12,084$450 06/30/2019
     SPTM12,084$450 06/30/2019
Capital Analysts LLC11,372$415 06/30/2019
     SPTM11,372$415 06/30/2019
Texas Yale Capital Corp.11,216$409 06/30/2019
     SPTM11,216$409 06/30/2019
PrairieView Partners LLC10,498$386 09/30/2019
     SPTM10,498$386 09/30/2019
Van Hulzen Asset Management LLC10,551$385 06/30/2019
     SPTM10,551$385 06/30/2019
Renaissance Technologies LLC10,200$372 06/30/2019
     SPTM10,200$372 06/30/2019
Lido Advisors LLC9,749$355 06/30/2019
     SPTM9,749$355 06/30/2019
Bernardo Wealth Planning LLC9,724$355 06/30/2019
     SPTM9,724$355 06/30/2019
PFG Advisors9,752$351 09/30/2019
     SPTM9,752$351 09/30/2019
Moneta Group Investment Advisors LLC9,408$343 06/30/2019
     SPTM9,408$343 06/30/2019
AlphaStar Capital Management LLC9,363$341 06/30/2019
     SPTM9,363$341 06/30/2019
Kelman Lazarov Inc.8,984$330 09/30/2019
     SPTM8,984$330 09/30/2019
Harwood Advisory Group LLC8,665$318 09/30/2019
     SPTM8,665$318 09/30/2019
Stockman Wealth Management Inc.8,595$313 06/30/2019
     SPTM8,595$313 06/30/2019
NorthRock Partners LLC8,520$311 06/30/2019
     SPTM8,520$311 06/30/2019
Jackson Grant Investment Advisers Inc.8,491$310 06/30/2019
     SPTM8,491$310 06/30/2019
Tlwm8,316$305 06/30/2019
     SPTM8,316$305 06/30/2019
Meridian Wealth Management LLC7,974$291 06/30/2019
     SPTM7,974$291 06/30/2019
Good Life Advisors LLC7,064$258 06/30/2019
     SPTM7,064$258 06/30/2019
Private Advisor Group LLC6,993$255 06/30/2019
     SPTM6,993$255 06/30/2019
Focused Wealth Management Inc6,913$252 06/30/2019
     SPTM6,913$252 06/30/2019
Murphy Capital Management Inc.6,830$250 09/30/2019
     SPTM6,830$250 09/30/2019
Capital Investment Advisors LLC6,662$243 06/30/2019
     SPTM6,662$243 06/30/2019
REDW Wealth LLC6,529$238 06/30/2019
     SPTM6,529$238 06/30/2019
Alexandria Capital LLC6,387$233 06/30/2019
     SPTM6,387$233 06/30/2019
Wealthcare Advisory Partners LLC6,193$228 09/30/2019
     SPTM6,193$228 09/30/2019
All Terrain Financial Advisors LLC6,219$227 06/30/2019
     SPTM6,219$227 06/30/2019
AE Wealth Management LLC6,075$221 06/30/2019
     SPTM6,075$221 06/30/2019
Successful Portfolios LLC5,990$220 09/30/2019
     SPTM5,990$220 09/30/2019
Measured Wealth Private Client Group LLC5,875$216 09/30/2019
     SPTM5,875$216 09/30/2019
Formidable Asset Management LLC5,875$214 06/30/2019
     SPTM5,875$214 06/30/2019
Stratos Wealth Advisors LLC5,853$213 06/30/2019
     SPTM5,853$213 06/30/2019
Level Four Advisory Services LLC5,597$209 06/30/2019
     SPTM5,597$209 06/30/2019
Truepoint Inc.5,538$202 06/30/2019
     SPTM5,538$202 06/30/2019
Investors Research Corp5,434$200 09/30/2019
     SPTM5,434$200 09/30/2019
Trustcore Financial Services LLC5,400$197 06/30/2019
     SPTM5,400$197 06/30/2019
Braun Bostich & Associates Inc.4,575$167 06/30/2019
     SPTM4,575$167 06/30/2019
Asset Dedication LLC3,372$123 09/30/2019
     SPTM3,372$123 09/30/2019
Stearns Financial Services Group3,347$122 06/30/2019
     SPTM3,347$122 06/30/2019
PNC Financial Services Group Inc.3,272$119 06/30/2019
     SPTM3,272$119 06/30/2019
Loomis Sayles & Co. L P2,760$101 06/30/2019
     SPTM2,760$101 06/30/2019
Tower Research Capital LLC TRC 2,601$95 06/30/2019
     SPTM2,601$95 06/30/2019
Ameritas Investment Partners Inc.2,490$90 06/30/2019
     SPTM2,490$90 06/30/2019
BlackRock Inc.2,334$85 06/30/2019
     SPTM2,334$85 06/30/2019
Sound Income Strategies LLC2,163$79 09/30/2019
     SPTM2,163$79 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC1,979$72 09/30/2019
     SPTM1,979$72 09/30/2019
Advisory Services Network LLC1,630$59 06/30/2019
     SPTM1,630$59 06/30/2019
Moisand Fitzgerald Tamayo LLC1,406$51 06/30/2019
     SPTM1,406$51 06/30/2019
Blair William & Co. IL1,234$45 06/30/2019
     SPTM1,234$45 06/30/2019
Steward Partners Investment Advisory LLC1,080$39 06/30/2019
     SPTM1,080$39 06/30/2019
Resources Investment Advisors LLC.1,049$38 06/30/2019
     SPTM1,049$38 06/30/2019
Northwestern Mutual Wealth Management Co.957$35 06/30/2019
     SPTM957$35 06/30/2019
Huntington National Bank778$28 06/30/2019
     SPTM778$28 06/30/2019
NEXT Financial Group Inc587$22 09/30/2019
     SPTM587$22 09/30/2019
Fifth Third Bancorp600$22 06/30/2019
     SPTM600$22 06/30/2019
Global Wealth Management Investment Advisory Inc.612$22 06/30/2019
     SPTM612$22 06/30/2019
Crewe Advisors LLC413$15 06/30/2019
     SPTM413$15 06/30/2019
Stuart Chaussee & Associates Inc.311$11 09/30/2019
     SPTM311$11 09/30/2019
Accurate Investment Solutions Inc.252$9 09/30/2019
     SPTM252$9 09/30/2019
Citigroup Inc.250$9 06/30/2019
     SPTM250$9 06/30/2019
Barnett & Company Inc.215$8 06/30/2019
     SPTM215$8 06/30/2019
Destination Wealth Management165$6 06/30/2019
     SPTM165$6 06/30/2019
Global Trust Asset Management LLC101$4 09/30/2019
     SPTM101$4 09/30/2019
Certified Advisory Corp114$4 06/30/2019
     SPTM114$4 06/30/2019
Proequities Inc.77$3 06/30/2019
     SPTM77$3 06/30/2019
SRS Capital Advisors Inc.73$3 06/30/2019
     SPTM73$3 06/30/2019
TCI Wealth Advisors Inc.65$2 09/30/2019
     SPTM65$2 09/30/2019
Parallax Volatility Advisers L.P.6$0 06/30/2019
     SPTM6$0 06/30/2019

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

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