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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Charles Schwab Investment Management Inc. | 30,913,540 | $1,010,564 | 03/31/2024 |
SPIB | 30,913,540 | $1,010,564 | 03/31/2024 |
LPL Financial LLC | 29,320,914 | $958,501 | 03/31/2024 |
SPIB | 29,320,914 | $958,501 | 03/31/2024 |
Charles Schwab Investment Advisory Inc. | 12,487,778 | $408,225 | 03/31/2024 |
SPIB | 12,487,778 | $408,225 | 03/31/2024 |
Wells Fargo & Company MN | 8,517,573 | $278,439 | 03/31/2024 |
SPIB | 8,517,573 | $278,439 | 03/31/2024 |
Envestnet Asset Management Inc. | 8,133,905 | $265,897 | 03/31/2024 |
SPIB | 8,133,905 | $265,897 | 03/31/2024 |
Creative Planning | 7,203,825 | $235,493 | 03/31/2024 |
SPIB | 7,203,825 | $235,493 | 03/31/2024 |
D.A. Davidson & CO. | 4,795,162 | $156,754 | 03/31/2024 |
SPIB | 4,795,162 | $156,754 | 03/31/2024 |
Morgan Stanley | 3,110,418 | $102,115 | 12/31/2023 |
SPIB | 3,110,418 | $102,115 | 12/31/2023 |
Cliftonlarsonallen Wealth Advisors LLC | 3,106,582 | $101,554 | 03/31/2024 |
SPIB | 3,106,582 | $101,554 | 03/31/2024 |
Assetmark Inc. | 3,043,478 | $99,491 | 03/31/2024 |
SPIB | 3,043,478 | $99,491 | 03/31/2024 |
State of New Jersey Common Pension Fund D | 3,040,000 | $99,378 | 03/31/2024 |
SPIB | 3,040,000 | $99,378 | 03/31/2024 |
GE Investment Management CORP. | 2,821,500 | $92,630 | 12/31/2023 |
SPIB | 2,821,500 | $92,630 | 12/31/2023 |
Mission Wealth Management LP | 2,776,609 | $90,767 | 03/31/2024 |
SPIB | 2,776,609 | $90,767 | 03/31/2024 |
Buckingham Capital Management Inc. | 2,575,619 | $84,197 | 03/31/2024 |
SPIB | 2,575,619 | $84,197 | 03/31/2024 |
Jane Street Group LLC | 2,564,405 | $84,189 | 12/31/2023 |
SPIB | 2,564,405 | $84,189 | 12/31/2023 |
HighTower Advisors LLC | 2,400,039 | $78,464 | 03/31/2024 |
SPIB | 2,400,039 | $78,464 | 03/31/2024 |
Eastern Bank | 1,983,457 | $64,839 | 03/31/2024 |
SPIB | 1,983,457 | $64,839 | 03/31/2024 |
Capital Advisors Inc. OK | 1,958,391 | $64,020 | 03/31/2024 |
SPIB | 1,958,391 | $64,020 | 03/31/2024 |
Royal Bank of Canada | 1,843,876 | $60,534 | 12/31/2023 |
SPIB | 1,843,876 | $60,534 | 12/31/2023 |
Bank of America Corp DE | 1,623,507 | $53,300 | 12/31/2023 |
SPIB | 1,623,507 | $53,300 | 12/31/2023 |
True Link Financial Advisors LLC | 1,594,985 | $52,140 | 03/31/2024 |
SPIB | 1,594,985 | $52,140 | 03/31/2024 |
Private Advisor Group LLC | 1,464,317 | $47,869 | 03/31/2024 |
SPIB | 1,464,317 | $47,869 | 03/31/2024 |
CWM LLC | 1,440,132 | $47,078 | 03/31/2024 |
SPIB | 1,440,132 | $47,078 | 03/31/2024 |
Zurich Insurance Group Ltd FI | 1,402,903 | $46,043 | 12/31/2023 |
SPIB | 1,402,903 | $46,043 | 12/31/2023 |
Stephens Group Asset Management LLC | 1,218,618 | $39,837 | 03/31/2024 |
SPIB | 1,218,618 | $39,837 | 03/31/2024 |
ERTS Wealth Advisors LLC | 1,206,628 | $39,445 | 03/31/2024 |
SPIB | 1,206,628 | $39,445 | 03/31/2024 |
Trust Co. of Virginia VA | 1,076,730 | $35,198 | 03/31/2024 |
SPIB | 1,076,730 | $35,198 | 03/31/2024 |
UBS Group AG | 1,025,330 | $33,518 | 03/31/2024 |
SPIB | 1,025,330 | $33,518 | 03/31/2024 |
Ameriprise Financial Inc. | 1,018,883 | $33,373 | 12/31/2023 |
SPIB | 1,018,883 | $33,373 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,017,602 | $33,265 | 03/31/2024 |
SPIB | 1,017,602 | $33,265 | 03/31/2024 |
Hudson Valley Investment Advisors Inc. ADV | 953,625 | $31,174 | 03/31/2024 |
SPIB | 953,625 | $31,174 | 03/31/2024 |
Eagle Ridge Investment Management | 934,457 | $30,547 | 03/31/2024 |
SPIB | 934,457 | $30,547 | 03/31/2024 |
Migdal Insurance & Financial Holdings Ltd. | 800,259 | $26,160 | 03/31/2024 |
SPIB | 800,259 | $26,160 | 03/31/2024 |
Burt Wealth Advisors | 776,859 | $25,396 | 03/31/2024 |
SPIB | 776,859 | $25,396 | 03/31/2024 |
Advisors Capital Management LLC | 766,348 | $25,052 | 03/31/2024 |
SPIB | 766,348 | $25,052 | 03/31/2024 |
Allworth Financial LP | 756,969 | $24,745 | 03/31/2024 |
SPIB | 756,969 | $24,745 | 03/31/2024 |
Allianz Investment Management U.S. LLC | 743,844 | $24,413 | 12/31/2023 |
SPIB | 743,844 | $24,413 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 731,259 | $23,905 | 03/31/2024 |
SPIB | 731,259 | $23,905 | 03/31/2024 |
Cabot Wealth Management Inc. | 727,417 | $23,779 | 03/31/2024 |
SPIB | 727,417 | $23,779 | 03/31/2024 |
Cherry Tree Wealth Management LLC | 715,032 | $23,374 | 03/31/2024 |
SPIB | 715,032 | $23,374 | 03/31/2024 |
ST Germain D J Co. Inc. | 689,555 | $22,542 | 03/31/2024 |
SPIB | 689,555 | $22,542 | 03/31/2024 |
Great Lakes Retirement Inc. | 684,198 | $22,366 | 03/31/2024 |
SPIB | 684,198 | $22,366 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 684,142 | $22,365 | 03/31/2024 |
SPIB | 684,142 | $22,365 | 03/31/2024 |
Nottingham Advisors Inc. | 647,681 | $21,263 | 12/31/2023 |
SPIB | 647,681 | $21,263 | 12/31/2023 |
Cantor Fitzgerald Investment Adviser L.P. | 599,326 | $19,592 | 03/31/2024 |
SPIB | 599,326 | $19,592 | 03/31/2024 |
Astoria Portfolio Advisors LLC. | 610,393 | $19,588 | 03/31/2024 |
SPIB | 610,393 | $19,588 | 03/31/2024 |
Occidental Asset Management LLC | 589,756 | $19,279 | 03/31/2024 |
SPIB | 589,756 | $19,279 | 03/31/2024 |
GenTrust LLC | 565,750 | $18,494 | 03/31/2024 |
SPIB | 565,750 | $18,494 | 03/31/2024 |
Squarepoint Ops LLC | 541,396 | $17,774 | 12/31/2023 |
SPIB | 541,396 | $17,774 | 12/31/2023 |
Park Avenue Securities LLC | 516,370 | $16,880 | 03/31/2024 |
SPIB | 516,370 | $16,880 | 03/31/2024 |
See All: Funds Holding SPIB
See Details: Top 10 Hedge Funds Holding SPIB
Also See: SPIB Holdings Changes
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