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
CWM LLC3,834,085$115,099 09/30/2019
     SPTS3,834,085$115,099 09/30/2019
State Street Corp2,761,136$82,834 06/30/2019
     SPTS2,761,136$82,834 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 LLC781,497$23,461 09/30/2019
     SPTS781,497$23,461 09/30/2019
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
Allen Capital Group LLC531,264$15,970 09/30/2019
     SPTS531,264$15,970 09/30/2019
Stonehearth Capital Management LLC520,476$15,625 09/30/2019
     SPTS520,476$15,625 09/30/2019
Pinnacle Advisory Group Inc.449,487$13,494 09/30/2019
     SPTS449,487$13,494 09/30/2019
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
Willow Creek Wealth Management Inc.382,057$11,469 09/30/2019
     SPTS382,057$11,469 09/30/2019
Signet Financial Management LLC367,369$10,992 06/30/2019
     SPTS367,369$10,992 06/30/2019
Boston Standard Wealth Management LLC345,994$10,387 09/30/2019
     SPTS345,994$10,387 09/30/2019
TPG Financial Advisors LLC334,237$10,034 09/30/2019
     SPTS334,237$10,034 09/30/2019
UBS Group AG319,860$9,596 06/30/2019
     SPTS319,860$9,596 06/30/2019
Bank of America Corp DE308,756$9,262 06/30/2019
     SPTS308,756$9,262 06/30/2019
Aries Wealth Management306,300$9,186 09/30/2019
     SPTS306,300$9,186 09/30/2019
Westover Capital Advisors LLC257,299$7,719 06/30/2019
     SPTS257,299$7,719 06/30/2019
Gradient Investments LLC247,871$7,441 09/30/2019
     SPTS247,871$7,441 09/30/2019
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
Carroll Financial Associates Inc.228,814$6,869 09/30/2019
     SPTS228,814$6,869 09/30/2019
Aveo Capital Partners LLC193,978$5,806 06/30/2019
     SPTS193,978$5,806 06/30/2019
Stadion Money Management LLC183,050$5,492 06/30/2019
     SPTS183,050$5,492 06/30/2019
Nicolet Advisory Services LLC161,148$4,838 09/30/2019
     SPTS161,148$4,838 09/30/2019
Deane Retirement Strategies Inc.157,900$4,740 09/30/2019
     SPTS157,900$4,740 09/30/2019
Ruggie Capital Group155,920$4,678 06/30/2019
     SPTS155,920$4,678 06/30/2019
Lucia Wealth Services LLC153,529$4,609 09/30/2019
     SPTS153,529$4,609 09/30/2019
Roundview Capital LLC148,068$4,442 06/30/2019
     SPTS148,068$4,442 06/30/2019
Wealthcare Capital Management LLC142,587$4,280 09/30/2019
     SPTS142,587$4,280 09/30/2019
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
Capital Investment Advisory Services LLC71,922$2,159 09/30/2019
     SPTS71,922$2,159 09/30/2019
Monument Capital Management70,325$2,111 09/30/2019
     SPTS70,325$2,111 09/30/2019
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
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
LPL Financial LLC59,282$1,778 06/30/2019
     SPTS59,282$1,778 06/30/2019
Berkshire Asset Management LLC PA57,621$1,730 09/30/2019
     SPTS57,621$1,730 09/30/2019
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
Wealthquest Corp53,022$1,591 09/30/2019
     SPTS53,022$1,591 09/30/2019
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
D.A. Davidson & CO.42,617$1,279 06/30/2019
     SPTS42,617$1,279 06/30/2019
Mechanics Bank Trust Department39,467$1,185 09/30/2019
     SPTS39,467$1,185 09/30/2019
Altfest L J & Co. Inc.39,180$1,176 09/30/2019
     SPTS39,180$1,176 09/30/2019
Managed Account Services Inc.35,809$1,074 09/30/2019
     SPTS35,809$1,074 09/30/2019
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
FormulaFolio Investments LLC33,265$999 09/30/2019
     SPTS33,265$999 09/30/2019
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
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.30,384$912 09/30/2019
     SPTS30,384$912 09/30/2019
PrairieView Partners LLC30,254$908 09/30/2019
     SPTS30,254$908 09/30/2019
1832 Asset Management L.P.28,724$861 06/30/2019
     SPTS28,724$861 06/30/2019
Successful Portfolios LLC26,715$802 09/30/2019
     SPTS26,715$802 09/30/2019
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
PFG Advisors21,076$634 09/30/2019
     SPTS21,076$634 09/30/2019
Change Path LLC19,381$582 06/30/2019
     SPTS19,381$582 06/30/2019
RFG Advisory LLC17,926$535 06/30/2019
     SPTS17,926$535 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
Nelson Van Denburg & Campbell Wealth Management Group LLC16,112$483 09/30/2019
     SPTS16,112$483 09/30/2019
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 09/30/2019
     SPTS14,495$435 09/30/2019
Juncture Wealth Strategies LLC14,217$427 09/30/2019
     SPTS14,217$427 09/30/2019
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
Occidental Asset Management LLC14,065$422 09/30/2019
     SPTS14,065$422 09/30/2019
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
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
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 LLC9,333$280 09/30/2019
     SPTS9,333$280 09/30/2019
Probity Advisors Inc.8,699$261 06/30/2019
     SPTS8,699$261 06/30/2019
Mercer Global Advisors Inc. ADV8,431$253 06/30/2019
     SPTS8,431$253 06/30/2019
Optimum Investment Advisors8,400$252 09/30/2019
     SPTS8,400$252 09/30/2019
Wisconsin Capital Management LLC8,300$249 06/30/2019
     SPTS8,300$249 06/30/2019
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 09/30/2019
     SPTS7,009$210 09/30/2019
Outlook Wealth Advisors LLC6,785$204 09/30/2019
     SPTS6,785$204 09/30/2019
United Asset Strategies Inc.6,740$202 06/30/2019
     SPTS6,740$202 06/30/2019
Advantage Investment Management LLC3,487$105 09/30/2019
     SPTS3,487$105 09/30/2019
Guidant Wealth Advisors3,474$104 09/30/2019
     SPTS3,474$104 09/30/2019
Blair William & Co. IL3,000$90 06/30/2019
     SPTS3,000$90 06/30/2019
Golden State Wealth Management LLC2,575$77 09/30/2019
     SPTS2,575$77 09/30/2019
LifePlan Financial Group Inc2,265$68 09/30/2019
     SPTS2,265$68 09/30/2019
Doyle Wealth Management2,048$61 06/30/2019
     SPTS2,048$61 06/30/2019
Westside Investment Management Inc.1,400$42 06/30/2019
     SPTS1,400$42 06/30/2019
Strategic Blueprint LLC1,275$38 09/30/2019
     SPTS1,275$38 09/30/2019
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.304$9 09/30/2019
     SPTS304$9 09/30/2019
Flagship Harbor Advisors LLC202$6 09/30/2019
     SPTS202$6 09/30/2019
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 09/30/2019
     SPTS32$1 09/30/2019
MCF Advisors LLC1$0 09/30/2019
     SPTS1$0 09/30/2019
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

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

Quotes delayed 20 minutes

Funds Holding SPTS | www.HoldingsChannel.com

Copyright © 2013 - 2019, 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.