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Institutional Holders of SPEM

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning25,451,348$901,232 12/31/2023
     SPEM25,451,348$901,232 12/31/2023
Financial Engines Advisors L.L.C.16,677,501$590,550 12/31/2023
     SPEM16,677,501$590,550 12/31/2023
LPL Financial LLC9,161,392$324,405 12/31/2023
     SPEM9,161,392$324,405 12/31/2023
Allworth Financial LP6,058,748$219,266 03/31/2024
     SPEM6,058,748$219,266 03/31/2024
Horizon Investments LLC6,185,688$219,035 12/31/2023
     SPEM6,185,688$219,035 12/31/2023
TIAA Trust National Association5,107,031$180,840 12/31/2023
     SPEM5,107,031$180,840 12/31/2023
Ameriprise Financial Inc.4,990,804$176,728 12/31/2023
     SPEM4,990,804$176,728 12/31/2023
Envestnet Asset Management Inc.4,745,065$168,023 12/31/2023
     SPEM4,745,065$168,023 12/31/2023
State Street Corp4,571,790$161,887 12/31/2023
     SPEM4,571,790$161,887 12/31/2023
Financial Gravity Asset Management Inc.2,966,496$105,044 12/31/2023
     SPEM2,966,496$105,044 12/31/2023
Stadion Money Management LLC2,493,382$88,291 12/31/2023
     SPEM2,493,382$88,291 12/31/2023
Wells Fargo & Company MN2,491,923$88,239 12/31/2023
     SPEM2,491,923$88,239 12/31/2023
Bank of New York Mellon Corp2,251,687$81,489 03/31/2024
     SPEM2,251,687$81,489 03/31/2024
Bank of America Corp DE2,286,774$80,975 12/31/2023
     SPEM2,286,774$80,975 12/31/2023
Morgan Stanley2,212,540$78,346 12/31/2023
     SPEM2,212,540$78,346 12/31/2023
Assetmark Inc.1,963,942$69,543 12/31/2023
     SPEM1,963,942$69,543 12/31/2023
Advisor Group Holdings Inc.1,953,041$69,169 12/31/2023
     SPEM1,953,041$69,169 12/31/2023
Cerity Partners LLC1,790,232$63,392 12/31/2023
     SPEM1,790,232$63,392 12/31/2023
Jane Street Group LLC1,683,919$59,628 12/31/2023
     SPEM1,683,919$59,628 12/31/2023
CWM LLC1,590,333$57,554 03/31/2024
     SPEM1,590,333$57,554 03/31/2024
Townsquare Capital LLC1,611,651$57,069 12/31/2023
     SPEM1,611,651$57,069 12/31/2023
UBS Group AG1,572,129$55,669 12/31/2023
     SPEM1,572,129$55,669 12/31/2023
Mariner LLC1,505,415$53,307 12/31/2023
     SPEM1,505,415$53,307 12/31/2023
McNamara Financial Services Inc.1,416,849$51,276 03/31/2024
     SPEM1,416,849$51,276 03/31/2024
Advisory Alpha LLC1,423,075$50,394 12/31/2023
     SPEM1,423,075$50,394 12/31/2023
Private Advisor Group LLC1,293,431$45,800 12/31/2023
     SPEM1,293,431$45,800 12/31/2023
Envestnet Portfolio Solutions Inc.1,263,146$44,728 12/31/2023
     SPEM1,263,146$44,728 12/31/2023
Wealth Enhancement Advisory Services LLC1,162,236$42,061 03/31/2024
     SPEM1,162,236$42,061 03/31/2024
Aptus Capital Advisors LLC1,117,989$39,588 12/31/2023
     SPEM1,117,989$39,588 12/31/2023
Thrivent Financial for Lutherans1,110,773$39,332 12/31/2023
     SPEM1,110,773$39,332 12/31/2023
HighTower Advisors LLC1,104,761$39,122 12/31/2023
     SPEM1,104,761$39,122 12/31/2023
Great Lakes Advisors LLC1,044,018$36,969 12/31/2023
     SPEM1,044,018$36,969 12/31/2023
Colony Group LLC918,701$32,531 12/31/2023
     SPEM918,701$32,531 12/31/2023
Luken Investment Analytics LLC860,684$31,148 03/31/2024
     SPEM860,684$31,148 03/31/2024
Raymond James Financial Services Advisors Inc.859,368$31,101 03/31/2024
     SPEM859,368$31,101 03/31/2024
Northwestern Mutual Wealth Management Co.878,294$31,100 12/31/2023
     SPEM878,294$31,100 12/31/2023
AE Wealth Management LLC870,935$30,117 12/31/2023
     SPEM870,935$30,117 12/31/2023
Pathstone Holdings LLC850,175$30,105 12/31/2023
     SPEM850,175$30,105 12/31/2023
Royal Bank of Canada823,395$29,155 12/31/2023
     SPEM823,395$29,155 12/31/2023
Cetera Advisor Networks LLC801,061$28,366 12/31/2023
     SPEM801,061$28,366 12/31/2023
Betterment LLC788,179$27,909 12/31/2023
     SPEM788,179$27,909 12/31/2023
Trilogy Capital Inc.753,640$27,274 03/31/2024
     SPEM753,640$27,274 03/31/2024
Global Strategic Investment Solutions LLC708,625$25,092 12/31/2023
     SPEM708,625$25,092 12/31/2023
ST Germain D J Co. Inc.663,274$24,004 03/31/2024
     SPEM663,274$24,004 03/31/2024
ICONIQ Capital LLC645,696$22,864 12/31/2023
     SPEM645,696$22,864 12/31/2023
Cutler Investment Counsel LLC643,001$22,769 12/31/2023
     SPEM643,001$22,769 12/31/2023
Cambridge Investment Research Advisors Inc.617,458$22,346 03/31/2024
     SPEM617,458$22,346 03/31/2024
Beacon Pointe Advisors LLC626,925$22,199 12/31/2023
     SPEM626,925$22,199 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC611,772$21,663 12/31/2023
     SPEM611,772$21,663 12/31/2023
Financial Strategies Group Inc.565,405$20,937 03/31/2024
     SPEM565,405$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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