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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Financial Engines Advisors L.L.C. | 160,642,834 | $3,545,388 | 12/31/2023 |
SPMB | 160,642,834 | $3,545,388 | 12/31/2023 |
LPL Financial LLC | 8,801,563 | $194,250 | 12/31/2023 |
SPMB | 8,801,563 | $194,250 | 12/31/2023 |
Townsquare Capital LLC | 4,740,122 | $104,615 | 12/31/2023 |
SPMB | 4,740,122 | $104,615 | 12/31/2023 |
State Street Corp | 3,138,845 | $69,274 | 12/31/2023 |
SPMB | 3,138,845 | $69,274 | 12/31/2023 |
Confluence Investment Management LLC | 2,581,084 | $56,061 | 03/31/2024 |
SPMB | 2,581,084 | $56,061 | 03/31/2024 |
Bank of America Corp DE | 1,671,249 | $36,884 | 12/31/2023 |
SPMB | 1,671,249 | $36,884 | 12/31/2023 |
Ameriprise Financial Inc. | 1,652,360 | $36,461 | 12/31/2023 |
SPMB | 1,652,360 | $36,461 | 12/31/2023 |
Morgan Stanley | 1,567,583 | $34,597 | 12/31/2023 |
SPMB | 1,567,583 | $34,597 | 12/31/2023 |
CWM LLC | 1,520,529 | $33,026 | 03/31/2024 |
SPMB | 1,520,529 | $33,026 | 03/31/2024 |
Zurich Insurance Group Ltd FI | 1,482,295 | $32,714 | 12/31/2023 |
SPMB | 1,482,295 | $32,714 | 12/31/2023 |
Hirtle Callaghan & Co LLC | 1,422,612 | $31,397 | 12/31/2023 |
SPMB | 1,422,612 | $31,397 | 12/31/2023 |
JPMorgan Chase & Co. | 1,379,735 | $30,451 | 12/31/2023 |
SPMB | 1,379,735 | $30,451 | 12/31/2023 |
CX Institutional | 1,380,799 | $29,960 | 03/31/2024 |
SPMB | 1,380,799 | $29,960 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 934,346 | $20,294 | 03/31/2024 |
SPMB | 934,346 | $20,294 | 03/31/2024 |
Private Advisor Group LLC | 913,857 | $19,849 | 03/31/2024 |
SPMB | 913,857 | $19,849 | 03/31/2024 |
KWB Wealth | 802,314 | $17,426 | 03/31/2024 |
SPMB | 802,314 | $17,426 | 03/31/2024 |
Leicht Financial Planning & Wealth Management Inc. | 725,428 | $15,756 | 03/31/2024 |
SPMB | 725,428 | $15,756 | 03/31/2024 |
ST Germain D J Co. Inc. | 687,462 | $14,932 | 03/31/2024 |
SPMB | 687,462 | $14,932 | 03/31/2024 |
Clearwater Capital Advisors LLC | 663,949 | $14,653 | 12/31/2023 |
SPMB | 663,949 | $14,653 | 12/31/2023 |
Financial Life Advisors | 641,114 | $13,925 | 03/31/2024 |
SPMB | 641,114 | $13,925 | 03/31/2024 |
Retirement Capital Strategies | 608,720 | $13,434 | 12/31/2023 |
SPMB | 608,720 | $13,434 | 12/31/2023 |
Mariner LLC | 582,384 | $12,853 | 12/31/2023 |
SPMB | 582,384 | $12,853 | 12/31/2023 |
Wells Fargo & Company MN | 512,038 | $11,301 | 12/31/2023 |
SPMB | 512,038 | $11,301 | 12/31/2023 |
BlackRock Inc. | 507,728 | $11,206 | 12/31/2023 |
SPMB | 507,728 | $11,206 | 12/31/2023 |
Equitable Holdings Inc. | 492,475 | $10,869 | 12/31/2023 |
SPMB | 492,475 | $10,869 | 12/31/2023 |
Carr Financial Group Corp | 473,767 | $10,290 | 03/31/2024 |
SPMB | 473,767 | $10,290 | 03/31/2024 |
Signet Financial Management LLC | 455,899 | $9,902 | 03/31/2024 |
SPMB | 455,899 | $9,902 | 03/31/2024 |
AE Wealth Management LLC | 396,923 | $8,637 | 12/31/2023 |
SPMB | 396,923 | $8,637 | 12/31/2023 |
Flagship Harbor Advisors LLC | 378,540 | $8,222 | 03/31/2024 |
SPMB | 378,540 | $8,222 | 03/31/2024 |
Stokes Family Office LLC | 361,945 | $7,988 | 12/31/2023 |
SPMB | 361,945 | $7,988 | 12/31/2023 |
Astoria Portfolio Advisors LLC. | 355,674 | $7,494 | 03/31/2024 |
SPMB | 355,674 | $7,494 | 03/31/2024 |
Checchi Capital Advisers LLC | 335,741 | $7,292 | 03/31/2024 |
SPMB | 335,741 | $7,292 | 03/31/2024 |
Stifel Financial Corp | 313,374 | $6,916 | 12/31/2023 |
SPMB | 313,374 | $6,916 | 12/31/2023 |
Stratos Wealth Partners LTD. | 305,078 | $6,626 | 03/31/2024 |
SPMB | 305,078 | $6,626 | 03/31/2024 |
Comprehensive Wealth Management LLC | 291,567 | $6,435 | 12/31/2023 |
SPMB | 291,567 | $6,435 | 12/31/2023 |
Certified Advisory Corp | 283,440 | $6,256 | 12/31/2023 |
SPMB | 283,440 | $6,256 | 12/31/2023 |
Kingsview Wealth Management LLC | 281,303 | $6,208 | 12/31/2023 |
SPMB | 281,303 | $6,208 | 12/31/2023 |
United Capital Financial Advisers LLC | 267,881 | $5,912 | 12/31/2023 |
SPMB | 267,881 | $5,912 | 12/31/2023 |
Chesapeake Wealth Management | 266,079 | $5,872 | 12/31/2023 |
SPMB | 266,079 | $5,872 | 12/31/2023 |
Cantor Fitzgerald Investment Adviser L.P. | 259,972 | $5,647 | 03/31/2024 |
SPMB | 259,972 | $5,647 | 03/31/2024 |
Allworth Financial LP | 258,079 | $5,605 | 03/31/2024 |
SPMB | 258,079 | $5,605 | 03/31/2024 |
Charles Schwab Investment Management Inc. | 252,920 | $5,582 | 12/31/2023 |
SPMB | 252,920 | $5,582 | 12/31/2023 |
Mutual Advisors LLC | 231,037 | $5,099 | 12/31/2023 |
SPMB | 231,037 | $5,099 | 12/31/2023 |
Baird Financial Group Inc. | 204,693 | $4,518 | 12/31/2023 |
SPMB | 204,693 | $4,518 | 12/31/2023 |
Portside Wealth Group LLC | 206,344 | $4,482 | 03/31/2024 |
SPMB | 206,344 | $4,482 | 03/31/2024 |
Tsfg LLC | 192,053 | $4,171 | 03/31/2024 |
SPMB | 192,053 | $4,171 | 03/31/2024 |
Cary Street Partners Asset Management LLC | 189,969 | $4,126 | 03/31/2024 |
SPMB | 189,969 | $4,126 | 03/31/2024 |
Detalus Advisors LLC | 187,297 | $4,068 | 03/31/2024 |
SPMB | 187,297 | $4,068 | 03/31/2024 |
Redwood Financial Network Corp | 172,392 | $3,805 | 12/31/2023 |
SPMB | 172,392 | $3,805 | 12/31/2023 |
Integrated Wealth Concepts LLC | 155,741 | $3,437 | 12/31/2023 |
SPMB | 155,741 | $3,437 | 12/31/2023 |
See All: Funds Holding SPMB
See Details: Top 10 Hedge Funds Holding SPMB
Also See: SPMB Holdings Changes
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