There is a long list of 701 institutional holders of SPEM within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SPEM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPEM table below, the initial column indicates the name of each top institutional holder of SPEM, with a link to that fund's top holdings. The next columns indicate the amount of SPEM stock held by each of the institutional holders of SPEM, followed by the SPEM position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Creative Planning | 25,451,348 | $901,232 | 12/31/2023 |
SPEM | 25,451,348 | $901,232 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 16,677,501 | $590,550 | 12/31/2023 |
SPEM | 16,677,501 | $590,550 | 12/31/2023 |
LPL Financial LLC | 9,161,392 | $324,405 | 12/31/2023 |
SPEM | 9,161,392 | $324,405 | 12/31/2023 |
Allworth Financial LP | 6,058,748 | $219,266 | 03/31/2024 |
SPEM | 6,058,748 | $219,266 | 03/31/2024 |
Horizon Investments LLC | 6,185,688 | $219,035 | 12/31/2023 |
SPEM | 6,185,688 | $219,035 | 12/31/2023 |
TIAA Trust National Association | 5,107,031 | $180,840 | 12/31/2023 |
SPEM | 5,107,031 | $180,840 | 12/31/2023 |
Ameriprise Financial Inc. | 4,990,804 | $176,728 | 12/31/2023 |
SPEM | 4,990,804 | $176,728 | 12/31/2023 |
Envestnet Asset Management Inc. | 4,745,065 | $168,023 | 12/31/2023 |
SPEM | 4,745,065 | $168,023 | 12/31/2023 |
State Street Corp | 4,571,790 | $161,887 | 12/31/2023 |
SPEM | 4,571,790 | $161,887 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 2,966,496 | $105,044 | 12/31/2023 |
SPEM | 2,966,496 | $105,044 | 12/31/2023 |
Stadion Money Management LLC | 2,493,382 | $88,291 | 12/31/2023 |
SPEM | 2,493,382 | $88,291 | 12/31/2023 |
Wells Fargo & Company MN | 2,491,923 | $88,239 | 12/31/2023 |
SPEM | 2,491,923 | $88,239 | 12/31/2023 |
Bank of New York Mellon Corp | 2,251,687 | $81,489 | 03/31/2024 |
SPEM | 2,251,687 | $81,489 | 03/31/2024 |
Bank of America Corp DE | 2,286,774 | $80,975 | 12/31/2023 |
SPEM | 2,286,774 | $80,975 | 12/31/2023 |
Morgan Stanley | 2,212,540 | $78,346 | 12/31/2023 |
SPEM | 2,212,540 | $78,346 | 12/31/2023 |
Assetmark Inc. | 1,963,942 | $69,543 | 12/31/2023 |
SPEM | 1,963,942 | $69,543 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,953,041 | $69,169 | 12/31/2023 |
SPEM | 1,953,041 | $69,169 | 12/31/2023 |
Cerity Partners LLC | 1,790,232 | $63,392 | 12/31/2023 |
SPEM | 1,790,232 | $63,392 | 12/31/2023 |
Jane Street Group LLC | 1,683,919 | $59,628 | 12/31/2023 |
SPEM | 1,683,919 | $59,628 | 12/31/2023 |
CWM LLC | 1,590,333 | $57,554 | 03/31/2024 |
SPEM | 1,590,333 | $57,554 | 03/31/2024 |
Townsquare Capital LLC | 1,611,651 | $57,069 | 12/31/2023 |
SPEM | 1,611,651 | $57,069 | 12/31/2023 |
UBS Group AG | 1,572,129 | $55,669 | 12/31/2023 |
SPEM | 1,572,129 | $55,669 | 12/31/2023 |
Mariner LLC | 1,505,415 | $53,307 | 12/31/2023 |
SPEM | 1,505,415 | $53,307 | 12/31/2023 |
McNamara Financial Services Inc. | 1,416,849 | $51,276 | 03/31/2024 |
SPEM | 1,416,849 | $51,276 | 03/31/2024 |
Advisory Alpha LLC | 1,423,075 | $50,394 | 12/31/2023 |
SPEM | 1,423,075 | $50,394 | 12/31/2023 |
Private Advisor Group LLC | 1,293,431 | $45,800 | 12/31/2023 |
SPEM | 1,293,431 | $45,800 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 1,263,146 | $44,728 | 12/31/2023 |
SPEM | 1,263,146 | $44,728 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 1,162,236 | $42,061 | 03/31/2024 |
SPEM | 1,162,236 | $42,061 | 03/31/2024 |
Aptus Capital Advisors LLC | 1,117,989 | $39,588 | 12/31/2023 |
SPEM | 1,117,989 | $39,588 | 12/31/2023 |
Thrivent Financial for Lutherans | 1,110,773 | $39,332 | 12/31/2023 |
SPEM | 1,110,773 | $39,332 | 12/31/2023 |
HighTower Advisors LLC | 1,104,761 | $39,122 | 12/31/2023 |
SPEM | 1,104,761 | $39,122 | 12/31/2023 |
Great Lakes Advisors LLC | 1,044,018 | $36,969 | 12/31/2023 |
SPEM | 1,044,018 | $36,969 | 12/31/2023 |
Colony Group LLC | 918,701 | $32,531 | 12/31/2023 |
SPEM | 918,701 | $32,531 | 12/31/2023 |
Luken Investment Analytics LLC | 860,684 | $31,148 | 03/31/2024 |
SPEM | 860,684 | $31,148 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 859,368 | $31,101 | 03/31/2024 |
SPEM | 859,368 | $31,101 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 878,294 | $31,100 | 12/31/2023 |
SPEM | 878,294 | $31,100 | 12/31/2023 |
AE Wealth Management LLC | 870,935 | $30,117 | 12/31/2023 |
SPEM | 870,935 | $30,117 | 12/31/2023 |
Pathstone Holdings LLC | 850,175 | $30,105 | 12/31/2023 |
SPEM | 850,175 | $30,105 | 12/31/2023 |
Royal Bank of Canada | 823,395 | $29,155 | 12/31/2023 |
SPEM | 823,395 | $29,155 | 12/31/2023 |
Cetera Advisor Networks LLC | 801,061 | $28,366 | 12/31/2023 |
SPEM | 801,061 | $28,366 | 12/31/2023 |
Betterment LLC | 788,179 | $27,909 | 12/31/2023 |
SPEM | 788,179 | $27,909 | 12/31/2023 |
Trilogy Capital Inc. | 753,640 | $27,274 | 03/31/2024 |
SPEM | 753,640 | $27,274 | 03/31/2024 |
Global Strategic Investment Solutions LLC | 708,625 | $25,092 | 12/31/2023 |
SPEM | 708,625 | $25,092 | 12/31/2023 |
ST Germain D J Co. Inc. | 663,274 | $24,004 | 03/31/2024 |
SPEM | 663,274 | $24,004 | 03/31/2024 |
ICONIQ Capital LLC | 645,696 | $22,864 | 12/31/2023 |
SPEM | 645,696 | $22,864 | 12/31/2023 |
Cutler Investment Counsel LLC | 643,001 | $22,769 | 12/31/2023 |
SPEM | 643,001 | $22,769 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 617,458 | $22,346 | 03/31/2024 |
SPEM | 617,458 | $22,346 | 03/31/2024 |
Beacon Pointe Advisors LLC | 626,925 | $22,199 | 12/31/2023 |
SPEM | 626,925 | $22,199 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 611,772 | $21,663 | 12/31/2023 |
SPEM | 611,772 | $21,663 | 12/31/2023 |
Financial Strategies Group Inc. | 565,405 | $20,937 | 03/31/2024 |
SPEM | 565,405 | $20,937 | 03/31/2024 |
See All: Funds Holding SPEM
See Details: Top 10 Hedge Funds Holding SPEM
Also See: SPEM Holdings Changes
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