HoldingsChannel.com
Funds Holding SPTS
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.9,705,411$291,162 06/30/2019
     SPTS9,705,411$291,162 06/30/2019
State Street Corp2,761,136$82,834 06/30/2019
     SPTS2,761,136$82,834 06/30/2019
CWM LLC2,501,833$75,055 06/30/2019
     SPTS2,501,833$75,055 06/30/2019
Morgan Stanley906,865$27,206 06/30/2019
     SPTS906,865$27,206 06/30/2019
Cape Cod Five Cents Savings Bank867,448$26,023 06/30/2019
     SPTS867,448$26,023 06/30/2019
Brouwer & Janachowski LLC772,254$23,168 06/30/2019
     SPTS772,254$23,168 06/30/2019
Telemus Capital LLC735,342$22,090 06/30/2019
     SPTS735,342$22,090 06/30/2019
Royal Bank of Canada582,581$17,478 06/30/2019
     SPTS582,581$17,478 06/30/2019
Stonehearth Capital Management LLC511,631$15,349 06/30/2019
     SPTS511,631$15,349 06/30/2019
Focused Wealth Management Inc427,924$12,838 06/30/2019
     SPTS427,924$12,838 06/30/2019
Alesco Advisors LLC418,710$12,561 06/30/2019
     SPTS418,710$12,561 06/30/2019
Relative Value Partners Group LLC407,673$12,230 06/30/2019
     SPTS407,673$12,230 06/30/2019
Carroll Financial Associates Inc.368,957$11,068 06/30/2019
     SPTS368,957$11,068 06/30/2019
Signet Financial Management LLC367,369$10,992 06/30/2019
     SPTS367,369$10,992 06/30/2019
Allen Capital Group LLC341,745$10,252 06/30/2019
     SPTS341,745$10,252 06/30/2019
Willow Creek Wealth Management Inc.335,514$10,065 06/30/2019
     SPTS335,514$10,065 06/30/2019
TPG Financial Advisors LLC331,705$9,938 06/30/2019
     SPTS331,705$9,938 06/30/2019
UBS Group AG319,860$9,596 06/30/2019
     SPTS319,860$9,596 06/30/2019
Boston Standard Wealth Management LLC317,494$9,509 06/30/2019
     SPTS317,494$9,509 06/30/2019
Bank of America Corp DE308,756$9,262 06/30/2019
     SPTS308,756$9,262 06/30/2019
Westover Capital Advisors LLC257,299$7,719 06/30/2019
     SPTS257,299$7,719 06/30/2019
S. R. Schill & Associates237,958$7,139 06/30/2019
     SPTS237,958$7,139 06/30/2019
AlphaStar Capital Management LLC232,535$6,976 06/30/2019
     SPTS232,535$6,976 06/30/2019
Gradient Investments LLC215,807$6,474 06/30/2019
     SPTS215,807$6,474 06/30/2019
Pinnacle Advisory Group Inc.196,960$5,909 06/30/2019
     SPTS196,960$5,909 06/30/2019
Aveo Capital Partners LLC193,978$5,806 06/30/2019
     SPTS193,978$5,806 06/30/2019
Nicolet Advisory Services LLC186,051$5,582 06/30/2019
     SPTS186,051$5,582 06/30/2019
Stadion Money Management LLC183,050$5,492 06/30/2019
     SPTS183,050$5,492 06/30/2019
Lucia Wealth Services LLC159,271$4,778 06/30/2019
     SPTS159,271$4,778 06/30/2019
Ruggie Capital Group155,920$4,678 06/30/2019
     SPTS155,920$4,678 06/30/2019
Roundview Capital LLC148,068$4,442 06/30/2019
     SPTS148,068$4,442 06/30/2019
Wealthcare Capital Management LLC146,884$4,407 06/30/2019
     SPTS146,884$4,407 06/30/2019
CLS Investments LLC139,104$4,173 06/30/2019
     SPTS139,104$4,173 06/30/2019
HighTower Advisors LLC124,320$3,730 06/30/2019
     SPTS124,320$3,730 06/30/2019
Renaissance Technologies LLC124,205$3,726 06/30/2019
     SPTS124,205$3,726 06/30/2019
SigFig Wealth Management LLC121,248$3,637 06/30/2019
     SPTS121,248$3,637 06/30/2019
Strategic Wealth Partners Ltd.118,053$3,541 06/30/2019
     SPTS118,053$3,541 06/30/2019
Stearns Financial Services Group115,722$3,472 06/30/2019
     SPTS115,722$3,472 06/30/2019
Clear Creek Financial Management LLC112,086$3,362 06/30/2019
     SPTS112,086$3,362 06/30/2019
Wealth Enhancement Advisory Services LLC95,568$2,861 06/30/2019
     SPTS95,568$2,861 06/30/2019
Jane Street Group LLC80,761$2,423 06/30/2019
     SPTS80,761$2,423 06/30/2019
Alexandria Capital LLC69,499$2,085 06/30/2019
     SPTS69,499$2,085 06/30/2019
Raymond James Financial Services Advisors Inc.66,415$1,992 06/30/2019
     SPTS66,415$1,992 06/30/2019
Altfest L J & Co. Inc.65,732$1,972 06/30/2019
     SPTS65,732$1,972 06/30/2019
Cambridge Investment Research Advisors Inc.63,262$1,898 06/30/2019
     SPTS63,262$1,898 06/30/2019
Moisand Fitzgerald Tamayo LLC62,463$1,874 06/30/2019
     SPTS62,463$1,874 06/30/2019
Wealthquest Corp61,234$1,837 06/30/2019
     SPTS61,234$1,837 06/30/2019
LPL Financial LLC59,282$1,778 06/30/2019
     SPTS59,282$1,778 06/30/2019
Insight 2811 Inc.56,781$1,701 06/30/2019
     SPTS56,781$1,701 06/30/2019
Raab & Moskowitz Asset Management LLC55,572$1,667 06/30/2019
     SPTS55,572$1,667 06/30/2019
Windsor Capital Management LLC50,376$1,511 06/30/2019
     SPTS50,376$1,511 06/30/2019
Stansberry Asset Management LLC49,321$1,480 06/30/2019
     SPTS49,321$1,480 06/30/2019
First Heartland Consultants Inc.43,845$1,315 06/30/2019
     SPTS43,845$1,315 06/30/2019
PFG Advisors43,634$1,306 06/30/2019
     SPTS43,634$1,306 06/30/2019
D.A. Davidson & CO.42,617$1,279 06/30/2019
     SPTS42,617$1,279 06/30/2019
PrairieView Partners LLC40,605$1,218 06/30/2019
     SPTS40,605$1,218 06/30/2019
Mechanics Bank Trust Department37,648$1,129 06/30/2019
     SPTS37,648$1,129 06/30/2019
Ladenburg Thalmann Financial Services Inc.35,389$1,063 06/30/2019
     SPTS35,389$1,063 06/30/2019
Wells Fargo & Company MN34,262$1,028 06/30/2019
     SPTS34,262$1,028 06/30/2019
Paulson Wealth Management Inc.32,658$978 06/30/2019
     SPTS32,658$978 06/30/2019
Commonwealth Equity Services LLC32,023$960 06/30/2019
     SPTS32,023$960 06/30/2019
Aries Wealth Management32,050$958 06/30/2019
     SPTS32,050$958 06/30/2019
Allianz Asset Management GmbH31,480$944 06/30/2019
     SPTS31,480$944 06/30/2019
RDA Financial Network30,866$922 06/30/2019
     SPTS30,866$922 06/30/2019
Envestnet Asset Management Inc.29,455$884 06/30/2019
     SPTS29,455$884 06/30/2019
1832 Asset Management L.P.28,724$861 06/30/2019
     SPTS28,724$861 06/30/2019
Successful Portfolios LLC27,355$821 06/30/2019
     SPTS27,355$821 06/30/2019
Congress Asset Management Co. MA26,400$792 06/30/2019
     SPTS26,400$792 06/30/2019
MML Investors Services LLC26,022$781 06/30/2019
     SPTS26,022$781 06/30/2019
Advisor Group Inc.24,591$738 06/30/2019
     SPTS24,591$738 06/30/2019
Brighton Jones LLC24,008$720 06/30/2019
     SPTS24,008$720 06/30/2019
Ameriprise Financial Inc.23,615$697 06/30/2019
     SPTS23,615$697 06/30/2019
Northwest Wealth Management LLC22,546$676 06/30/2019
     SPTS22,546$676 06/30/2019
Managed Account Services Inc.21,034$629 06/30/2019
     SPTS21,034$629 06/30/2019
Juncture Wealth Strategies LLC19,419$583 06/30/2019
     SPTS19,419$583 06/30/2019
Change Path LLC19,381$582 06/30/2019
     SPTS19,381$582 06/30/2019
Ausdal Financial Partners Inc.17,764$532 06/30/2019
     SPTS17,764$532 06/30/2019
Eagle Ridge Investment Management16,960$509 06/30/2019
     SPTS16,960$509 06/30/2019
Barrett Asset Management LLC15,000$450 06/30/2019
     SPTS15,000$450 06/30/2019
Mutual Advisors LLC14,867$446 06/30/2019
     SPTS14,867$446 06/30/2019
Bellecapital International Ltd.14,495$435 06/30/2019
     SPTS14,495$435 06/30/2019
St. James Investment Company LLC14,166$425 06/30/2019
     SPTS14,166$425 06/30/2019
Carnegie Capital Asset Management LLC14,162$425 06/30/2019
     SPTS14,162$425 06/30/2019
Principal Financial Group Inc.13,848$415 06/30/2019
     SPTS13,848$415 06/30/2019
Meridian Wealth Management LLC13,817$414 06/30/2019
     SPTS13,817$414 06/30/2019
First Allied Advisory Services Inc.13,480$404 06/30/2019
     SPTS13,480$404 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC12,769$383 06/30/2019
     SPTS12,769$383 06/30/2019
Wilbanks Smith & Thomas Asset Management LLC12,010$360 06/30/2019
     SPTS12,010$360 06/30/2019
Braun Bostich & Associates Inc.11,938$358 06/30/2019
     SPTS11,938$358 06/30/2019
Monument Capital Management11,047$331 06/30/2019
     SPTS11,047$331 06/30/2019
ARGI Investment Services LLC10,314$309 06/30/2019
     SPTS10,314$309 06/30/2019
Arlington Financial Advisors LLC10,000$300 06/30/2019
     SPTS10,000$300 06/30/2019
Vista Investment Management9,637$289 06/30/2019
     SPTS9,637$289 06/30/2019
Brio Consultants LLC9,451$284 06/30/2019
     SPTS9,451$284 06/30/2019
Probity Advisors Inc.8,699$261 06/30/2019
     SPTS8,699$261 06/30/2019
Advantage Investment Management LLC8,589$258 06/30/2019
     SPTS8,589$258 06/30/2019
Mercer Global Advisors Inc. ADV8,431$253 06/30/2019
     SPTS8,431$253 06/30/2019
Wisconsin Capital Management LLC8,300$249 06/30/2019
     SPTS8,300$249 06/30/2019
BKS Advisors LLC7,799$232 03/31/2019
     SPTS7,799$232 03/31/2019
Cetera Advisor Networks LLC7,406$221 06/30/2019
     SPTS7,406$221 06/30/2019
Townsquare Capital LLC7,350$220 06/30/2019
     SPTS7,350$220 06/30/2019
NEXT Financial Group Inc7,009$210 06/30/2019
     SPTS7,009$210 06/30/2019
United Asset Strategies Inc.6,740$202 06/30/2019
     SPTS6,740$202 06/30/2019
Guidant Wealth Advisors3,466$104 06/30/2019
     SPTS3,466$104 06/30/2019
Blair William & Co. IL3,000$90 06/30/2019
     SPTS3,000$90 06/30/2019
LifePlan Financial Group Inc2,366$71 06/30/2019
     SPTS2,366$71 06/30/2019
Doyle Wealth Management2,048$61 06/30/2019
     SPTS2,048$61 06/30/2019
Golden State Wealth Management LLC2,013$60 06/30/2019
     SPTS2,013$60 06/30/2019
Westside Investment Management Inc.1,400$42 06/30/2019
     SPTS1,400$42 06/30/2019
Capital Investment Advisory Services LLC1,175$35 06/30/2019
     SPTS1,175$35 06/30/2019
Tortoise Investment Management LLC870$26 06/30/2019
     SPTS870$26 06/30/2019
JFS Wealth Advisors LLC742$22 06/30/2019
     SPTS742$22 06/30/2019
Patriot Financial Group Insurance Agency LLC708$21 06/30/2019
     SPTS708$21 06/30/2019
Ibex Wealth Advisors610$18 06/30/2019
     SPTS610$18 06/30/2019
Bell Rock Capital LLC496$15 06/30/2019
     SPTS496$15 06/30/2019
Proequities Inc.413$12 06/30/2019
     SPTS413$12 06/30/2019
Winch Advisory Services LLC395$12 06/30/2019
     SPTS395$12 06/30/2019
Bartlett & Co. LLC383$11 06/30/2019
     SPTS383$11 06/30/2019
Accurate Investment Solutions Inc.303$9 06/30/2019
     SPTS303$9 06/30/2019
Flagship Harbor Advisors LLC202$6 06/30/2019
     SPTS202$6 06/30/2019
US Bancorp DE165$5 06/30/2019
     SPTS165$5 06/30/2019
FMR LLC141$4 06/30/2019
     SPTS141$4 06/30/2019
Tower Research Capital LLC TRC 100$3 06/30/2019
     SPTS100$3 06/30/2019
AdvisorNet Financial Inc32$1 06/30/2019
     SPTS32$1 06/30/2019
Assetmark Inc.14$0 06/30/2019
     SPTS14$0 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     SPTS1$0 06/30/2019
MCF Advisors LLC1$0 06/30/2019
     SPTS1$0 06/30/2019

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

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