HoldingsChannel.com
Institutional Holders of SPMB

There is a long list of 198 institutional holders of SPMB 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 SPMB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPMB table below, the initial column indicates the name of each top institutional holder of SPMB, with a link to that fund's top holdings. The next columns indicate the amount of SPMB stock held by each of the institutional holders of SPMB, followed by the SPMB 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
Financial Engines Advisors L.L.C.160,642,834$3,545,388 12/31/2023
     SPMB160,642,834$3,545,388 12/31/2023
LPL Financial LLC8,801,563$194,250 12/31/2023
     SPMB8,801,563$194,250 12/31/2023
Townsquare Capital LLC4,740,122$104,615 12/31/2023
     SPMB4,740,122$104,615 12/31/2023
State Street Corp3,138,845$69,274 12/31/2023
     SPMB3,138,845$69,274 12/31/2023
Confluence Investment Management LLC2,581,084$56,061 03/31/2024
     SPMB2,581,084$56,061 03/31/2024
Bank of America Corp DE1,671,249$36,884 12/31/2023
     SPMB1,671,249$36,884 12/31/2023
Ameriprise Financial Inc.1,652,360$36,461 12/31/2023
     SPMB1,652,360$36,461 12/31/2023
Morgan Stanley1,567,583$34,597 12/31/2023
     SPMB1,567,583$34,597 12/31/2023
CWM LLC1,520,529$33,026 03/31/2024
     SPMB1,520,529$33,026 03/31/2024
Zurich Insurance Group Ltd FI1,482,295$32,714 12/31/2023
     SPMB1,482,295$32,714 12/31/2023
Hirtle Callaghan & Co LLC1,422,612$31,397 12/31/2023
     SPMB1,422,612$31,397 12/31/2023
JPMorgan Chase & Co.1,379,735$30,451 12/31/2023
     SPMB1,379,735$30,451 12/31/2023
CX Institutional1,380,799$29,960 03/31/2024
     SPMB1,380,799$29,960 03/31/2024
Benjamin F. Edwards & Company Inc.934,346$20,294 03/31/2024
     SPMB934,346$20,294 03/31/2024
Private Advisor Group LLC913,857$19,849 03/31/2024
     SPMB913,857$19,849 03/31/2024
KWB Wealth802,314$17,426 03/31/2024
     SPMB802,314$17,426 03/31/2024
Leicht Financial Planning & Wealth Management Inc.725,428$15,756 03/31/2024
     SPMB725,428$15,756 03/31/2024
ST Germain D J Co. Inc.687,462$14,932 03/31/2024
     SPMB687,462$14,932 03/31/2024
Clearwater Capital Advisors LLC663,949$14,653 12/31/2023
     SPMB663,949$14,653 12/31/2023
Financial Life Advisors641,114$13,925 03/31/2024
     SPMB641,114$13,925 03/31/2024
Retirement Capital Strategies608,720$13,434 12/31/2023
     SPMB608,720$13,434 12/31/2023
Mariner LLC582,384$12,853 12/31/2023
     SPMB582,384$12,853 12/31/2023
Wells Fargo & Company MN512,038$11,301 12/31/2023
     SPMB512,038$11,301 12/31/2023
BlackRock Inc.507,728$11,206 12/31/2023
     SPMB507,728$11,206 12/31/2023
Equitable Holdings Inc.492,475$10,869 12/31/2023
     SPMB492,475$10,869 12/31/2023
Carr Financial Group Corp473,767$10,290 03/31/2024
     SPMB473,767$10,290 03/31/2024
Signet Financial Management LLC455,899$9,902 03/31/2024
     SPMB455,899$9,902 03/31/2024
AE Wealth Management LLC396,923$8,637 12/31/2023
     SPMB396,923$8,637 12/31/2023
Flagship Harbor Advisors LLC378,540$8,222 03/31/2024
     SPMB378,540$8,222 03/31/2024
Stokes Family Office LLC361,945$7,988 12/31/2023
     SPMB361,945$7,988 12/31/2023
Astoria Portfolio Advisors LLC.355,674$7,494 03/31/2024
     SPMB355,674$7,494 03/31/2024
Checchi Capital Advisers LLC335,741$7,292 03/31/2024
     SPMB335,741$7,292 03/31/2024
Stifel Financial Corp313,374$6,916 12/31/2023
     SPMB313,374$6,916 12/31/2023
Stratos Wealth Partners LTD.305,078$6,626 03/31/2024
     SPMB305,078$6,626 03/31/2024
Comprehensive Wealth Management LLC291,567$6,435 12/31/2023
     SPMB291,567$6,435 12/31/2023
Certified Advisory Corp283,440$6,256 12/31/2023
     SPMB283,440$6,256 12/31/2023
Kingsview Wealth Management LLC281,303$6,208 12/31/2023
     SPMB281,303$6,208 12/31/2023
United Capital Financial Advisers LLC267,881$5,912 12/31/2023
     SPMB267,881$5,912 12/31/2023
Chesapeake Wealth Management266,079$5,872 12/31/2023
     SPMB266,079$5,872 12/31/2023
Cantor Fitzgerald Investment Adviser L.P.259,972$5,647 03/31/2024
     SPMB259,972$5,647 03/31/2024
Allworth Financial LP258,079$5,605 03/31/2024
     SPMB258,079$5,605 03/31/2024
Charles Schwab Investment Management Inc.252,920$5,582 12/31/2023
     SPMB252,920$5,582 12/31/2023
Mutual Advisors LLC231,037$5,099 12/31/2023
     SPMB231,037$5,099 12/31/2023
Baird Financial Group Inc.204,693$4,518 12/31/2023
     SPMB204,693$4,518 12/31/2023
Portside Wealth Group LLC206,344$4,482 03/31/2024
     SPMB206,344$4,482 03/31/2024
Tsfg LLC192,053$4,171 03/31/2024
     SPMB192,053$4,171 03/31/2024
Cary Street Partners Asset Management LLC189,969$4,126 03/31/2024
     SPMB189,969$4,126 03/31/2024
Detalus Advisors LLC187,297$4,068 03/31/2024
     SPMB187,297$4,068 03/31/2024
Redwood Financial Network Corp172,392$3,805 12/31/2023
     SPMB172,392$3,805 12/31/2023
Integrated Wealth Concepts LLC155,741$3,437 12/31/2023
     SPMB155,741$3,437 12/31/2023

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

Quotes delayed 20 minutes

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

Institutional Holders of SPMB | 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.