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SPSC Holdings Changes image
This page summarizes the SPSC holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether SPSC is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing SPSC Share Count
AdvisorNet Financial Inc 2 5 +3 +150.00%
NBC Securities Inc. 209 363 +154 +73.68%
CWM LLC 224 344 +120 +53.57%
GAMMA Investing LLC 563 736 +173 +30.73%
Wealth Enhancement Advisory Services LLC 1,230 1,448 +218 +17.72%
Park Avenue Securities LLC 3,879 4,434 +555 +14.31%
Massmutual Trust Co. FSB ADV 68 72 +4 +5.88%
Moody National Bank Trust Division 12,880 13,605 +725 +5.63%
Portside Wealth Group LLC 6,883 7,170 +287 +4.17%
Congress Asset Management Co. MA 830,913 843,310 +12,397 +1.49%
Stratos Wealth Partners LTD. 17,788 18,052 +264 +1.48%
13F Filers Reporting New Positions In SPSC
First Financialcorp IN 0 15 +15 +100%
Mather Group LLC. 0 16 +16 +100%
First Bank & Trust 0 1,487 +1,487 +100%
Rise Advisors LLC 0 81 +81 +100%
13F Filers With Unchanged Share Count
JJJ Advisors Inc. 9 9 UNCH 0.00%
MCF Advisors LLC 77 77 UNCH 0.00%
Versant Capital Management Inc 4 4 UNCH 0.00%
CVA Family Office LLC 225 225 UNCH 0.00%
Laurus Investment Counsel Inc. 12,410 12,410 UNCH 0.00%
13F Filers Decreasing SPSC Share Count
Exchange Traded Concepts LLC 480 362 -118 -24.58%
Wallace Advisory Group LLC 2,531 2,357 -174 -6.87%
Canandaigua National Bank & Trust Co. 1,867 1,832 -35 -1.87%
Los Angeles Capital Management & Equity Research Inc. 21,240 21,046 -194 -0.91%
Bouvel Investment Partners LLC 18,409 18,315 -94 -0.51%
First Hawaiian Bank 16,025 16,019 -6 -0.04%
13F Filers Exiting SPSC
West Paces Advisors Inc. 13 0 -13 -100.00%
Kingswood Wealth Advisors LLC 2,372 0 -2,372 -100.00%
GoalVest Advisory LLC 10 0 -10 -100.00%
International Assets Investment Management LLC 19,966 0 -19,966 -100.00%
Insight Wealth Strategies LLC 9,804 0 -9,804 -100.00%
Legato Capital Management LLC 1,275 0 -1,275 -100.00%

See Summary: Institutional Holders of SPSC
See Details: Top 10 Hedge Funds Holding SPSC
Also See: SPSC Insider Buying

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