HoldingsChannel.com
Institutional Holders of SPIB

There is a long list of 477 institutional holders of SPIB 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 SPIB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPIB table below, the initial column indicates the name of each top institutional holder of SPIB, with a link to that fund's top holdings. The next columns indicate the amount of SPIB stock held by each of the institutional holders of SPIB, followed by the SPIB 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
Charles Schwab Investment Management Inc.30,913,540$1,010,564 03/31/2024
     SPIB30,913,540$1,010,564 03/31/2024
LPL Financial LLC29,320,914$958,501 03/31/2024
     SPIB29,320,914$958,501 03/31/2024
Charles Schwab Investment Advisory Inc.12,487,778$408,225 03/31/2024
     SPIB12,487,778$408,225 03/31/2024
Wells Fargo & Company MN8,517,573$278,439 03/31/2024
     SPIB8,517,573$278,439 03/31/2024
Envestnet Asset Management Inc.8,133,905$265,897 03/31/2024
     SPIB8,133,905$265,897 03/31/2024
Creative Planning7,203,825$235,493 03/31/2024
     SPIB7,203,825$235,493 03/31/2024
D.A. Davidson & CO.4,795,162$156,754 03/31/2024
     SPIB4,795,162$156,754 03/31/2024
Morgan Stanley3,110,418$102,115 12/31/2023
     SPIB3,110,418$102,115 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC3,106,582$101,554 03/31/2024
     SPIB3,106,582$101,554 03/31/2024
Assetmark Inc.3,043,478$99,491 03/31/2024
     SPIB3,043,478$99,491 03/31/2024
State of New Jersey Common Pension Fund D3,040,000$99,378 03/31/2024
     SPIB3,040,000$99,378 03/31/2024
GE Investment Management CORP.2,821,500$92,630 12/31/2023
     SPIB2,821,500$92,630 12/31/2023
Mission Wealth Management LP2,776,609$90,767 03/31/2024
     SPIB2,776,609$90,767 03/31/2024
Buckingham Capital Management Inc.2,575,619$84,197 03/31/2024
     SPIB2,575,619$84,197 03/31/2024
Jane Street Group LLC2,564,405$84,189 12/31/2023
     SPIB2,564,405$84,189 12/31/2023
HighTower Advisors LLC2,400,039$78,464 03/31/2024
     SPIB2,400,039$78,464 03/31/2024
Eastern Bank1,983,457$64,839 03/31/2024
     SPIB1,983,457$64,839 03/31/2024
Capital Advisors Inc. OK1,958,391$64,020 03/31/2024
     SPIB1,958,391$64,020 03/31/2024
Royal Bank of Canada1,843,876$60,534 12/31/2023
     SPIB1,843,876$60,534 12/31/2023
Bank of America Corp DE1,623,507$53,300 12/31/2023
     SPIB1,623,507$53,300 12/31/2023
True Link Financial Advisors LLC1,594,985$52,140 03/31/2024
     SPIB1,594,985$52,140 03/31/2024
Private Advisor Group LLC1,464,317$47,869 03/31/2024
     SPIB1,464,317$47,869 03/31/2024
CWM LLC1,440,132$47,078 03/31/2024
     SPIB1,440,132$47,078 03/31/2024
Zurich Insurance Group Ltd FI1,402,903$46,043 12/31/2023
     SPIB1,402,903$46,043 12/31/2023
Stephens Group Asset Management LLC1,218,618$39,837 03/31/2024
     SPIB1,218,618$39,837 03/31/2024
ERTS Wealth Advisors LLC1,206,628$39,445 03/31/2024
     SPIB1,206,628$39,445 03/31/2024
Trust Co. of Virginia VA1,076,730$35,198 03/31/2024
     SPIB1,076,730$35,198 03/31/2024
UBS Group AG1,025,330$33,518 03/31/2024
     SPIB1,025,330$33,518 03/31/2024
Ameriprise Financial Inc.1,018,883$33,373 12/31/2023
     SPIB1,018,883$33,373 12/31/2023
Advisor Group Holdings Inc.1,017,602$33,265 03/31/2024
     SPIB1,017,602$33,265 03/31/2024
Hudson Valley Investment Advisors Inc. ADV953,625$31,174 03/31/2024
     SPIB953,625$31,174 03/31/2024
Eagle Ridge Investment Management934,457$30,547 03/31/2024
     SPIB934,457$30,547 03/31/2024
Migdal Insurance & Financial Holdings Ltd.800,259$26,160 03/31/2024
     SPIB800,259$26,160 03/31/2024
Burt Wealth Advisors776,859$25,396 03/31/2024
     SPIB776,859$25,396 03/31/2024
Advisors Capital Management LLC766,348$25,052 03/31/2024
     SPIB766,348$25,052 03/31/2024
Allworth Financial LP756,969$24,745 03/31/2024
     SPIB756,969$24,745 03/31/2024
Allianz Investment Management U.S. LLC743,844$24,413 12/31/2023
     SPIB743,844$24,413 12/31/2023
Wealth Enhancement Advisory Services LLC731,259$23,905 03/31/2024
     SPIB731,259$23,905 03/31/2024
Cabot Wealth Management Inc.727,417$23,779 03/31/2024
     SPIB727,417$23,779 03/31/2024
Cherry Tree Wealth Management LLC715,032$23,374 03/31/2024
     SPIB715,032$23,374 03/31/2024
ST Germain D J Co. Inc.689,555$22,542 03/31/2024
     SPIB689,555$22,542 03/31/2024
Great Lakes Retirement Inc.684,198$22,366 03/31/2024
     SPIB684,198$22,366 03/31/2024
Dynamic Advisor Solutions LLC684,142$22,365 03/31/2024
     SPIB684,142$22,365 03/31/2024
Nottingham Advisors Inc.647,681$21,263 12/31/2023
     SPIB647,681$21,263 12/31/2023
Cantor Fitzgerald Investment Adviser L.P.599,326$19,592 03/31/2024
     SPIB599,326$19,592 03/31/2024
Astoria Portfolio Advisors LLC.610,393$19,588 03/31/2024
     SPIB610,393$19,588 03/31/2024
Occidental Asset Management LLC589,756$19,279 03/31/2024
     SPIB589,756$19,279 03/31/2024
GenTrust LLC565,750$18,494 03/31/2024
     SPIB565,750$18,494 03/31/2024
Squarepoint Ops LLC541,396$17,774 12/31/2023
     SPIB541,396$17,774 12/31/2023
Park Avenue Securities LLC516,370$16,880 03/31/2024
     SPIB516,370$16,880 03/31/2024

See All: Funds Holding SPIB
See Details: Top 10 Hedge Funds Holding SPIB
Also See: SPIB Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree SPIB Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of SPIB | www.HoldingsChannel.com

Copyright © 2013 - 2024, 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.