There is a long list of 765 institutional holders of SPSM 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 SPSM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPSM table below, the initial column indicates the name of each top institutional holder of SPSM, with a link to that fund's top holdings. The next columns indicate the amount of SPSM stock held by each of the institutional holders of SPSM, followed by the SPSM 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.	21,096,762	$889,861	12/31/2023
SPSM	21,096,762	$889,861	12/31/2023
LPL Financial LLC	17,383,043	$748,166	03/31/2024
SPSM	17,383,043	$748,166	03/31/2024
Betterment LLC	13,159,120	$566,369	03/31/2024
SPSM	13,159,120	$566,369	03/31/2024
Bank of America Corp DE	7,059,213	$297,758	12/31/2023
SPSM	7,059,213	$297,758	12/31/2023
Ameriprise Financial Inc.	6,157,552	$259,682	12/31/2023
SPSM	6,157,552	$259,682	12/31/2023
Charles Schwab Investment Management Inc.	5,503,031	$236,850	03/31/2024
SPSM	5,503,031	$236,850	03/31/2024
Valmark Advisers Inc.	5,449,209	$234,534	03/31/2024
SPSM	5,449,209	$234,534	03/31/2024
Financial Gravity Asset Management Inc.	3,653,711	$154,114	12/31/2023
SPSM	3,653,711	$154,114	12/31/2023
Richard Bernstein Advisors LLC	3,516,927	$151,369	03/31/2024
SPSM	3,516,927	$151,369	03/31/2024
Envestnet Asset Management Inc.	3,563,220	$150,297	12/31/2023
SPSM	3,563,220	$150,297	12/31/2023
Creative Planning	3,333,435	$140,604	12/31/2023
SPSM	3,333,435	$140,604	12/31/2023
Horizon Investments LLC	2,771,853	$116,917	12/31/2023
SPSM	2,771,853	$116,917	12/31/2023
Morgan Stanley	2,523,409	$106,437	12/31/2023
SPSM	2,523,409	$106,437	12/31/2023
Private Advisor Group LLC	2,250,653	$96,868	03/31/2024
SPSM	2,250,653	$96,868	03/31/2024
CWM LLC	2,197,839	$94,595	03/31/2024
SPSM	2,197,839	$94,595	03/31/2024
UBS Group AG	2,204,417	$92,982	12/31/2023
SPSM	2,204,417	$92,982	12/31/2023
Crestwood Advisors Group LLC	2,105,102	$90,604	03/31/2024
SPSM	2,105,102	$90,604	03/31/2024
The PNC Financial Services Group Inc.	1,921,899	$82,719	03/31/2024
SPSM	1,921,899	$82,719	03/31/2024
Congress Wealth Management LLC DE	1,861,406	$80,115	03/31/2024
SPSM	1,861,406	$80,115	03/31/2024
Stadion Money Management LLC	1,748,052	$73,733	12/31/2023
SPSM	1,748,052	$73,733	12/31/2023
Cliftonlarsonallen Wealth Advisors LLC	1,665,635	$71,689	03/31/2024
SPSM	1,665,635	$71,689	03/31/2024
State Street Corp	1,684,582	$71,056	12/31/2023
SPSM	1,684,582	$71,056	12/31/2023
Advisor Group Holdings Inc.	1,539,901	$66,277	03/31/2024
SPSM	1,539,901	$66,277	03/31/2024
Mariner LLC	1,502,298	$63,367	12/31/2023
SPSM	1,502,298	$63,367	12/31/2023
JPMorgan Chase & Co.	1,412,422	$60,791	03/31/2024
SPSM	1,412,422	$60,791	03/31/2024
Pinnacle Wealth Planning Services Inc.	1,412,059	$60,775	03/31/2024
SPSM	1,412,059	$60,775	03/31/2024
Elo Mutual Pension Insurance Co	1,434,380	$60,502	12/31/2023
SPSM	1,434,380	$60,502	12/31/2023
Morningstar Investment Services LLC	1,296,596	$55,404	12/31/2023
SPSM	1,296,596	$55,404	12/31/2023
Merit Financial Group LLC	1,270,319	$53,010	03/31/2024
SPSM	1,270,319	$53,010	03/31/2024
Royal Bank of Canada	1,226,734	$51,743	12/31/2023
SPSM	1,226,734	$51,743	12/31/2023
Wealthcare Advisory Partners LLC	1,152,219	$49,591	03/31/2024
SPSM	1,152,219	$49,591	03/31/2024
Great Valley Advisor Group Inc.	1,134,801	$48,842	03/31/2024
SPSM	1,134,801	$48,842	03/31/2024
Townsquare Capital LLC	1,154,370	$48,691	12/31/2023
SPSM	1,154,370	$48,691	12/31/2023
HighTower Advisors LLC	1,101,289	$47,407	03/31/2024
SPSM	1,101,289	$47,407	03/31/2024
Bridgeworth LLC	1,015,464	$42,832	12/31/2023
SPSM	1,015,464	$42,832	12/31/2023
Assetmark Inc.	960,836	$41,354	03/31/2024
SPSM	960,836	$41,354	03/31/2024
Midland Wealth Advisors LLC	973,489	$41,062	12/31/2023
SPSM	973,489	$41,062	12/31/2023
Truist Financial Corp	922,759	$38,922	12/31/2023
SPSM	922,759	$38,922	12/31/2023
DAVENPORT & Co LLC	897,965	$38,648	03/31/2024
SPSM	897,965	$38,648	03/31/2024
Wells Fargo & Company MN	892,668	$38,420	03/31/2024
SPSM	892,668	$38,420	03/31/2024
Capital Analysts LLC	838,647	$35,374	12/31/2023
SPSM	838,647	$35,374	12/31/2023
Austin Private Wealth LLC	832,246	$35,038	03/31/2024
SPSM	832,246	$35,038	03/31/2024
Waller Financial Planning Group Inc.	801,325	$34,489	03/31/2024
SPSM	801,325	$34,489	03/31/2024
Raymond James & Associates	793,264	$34,142	03/31/2024
SPSM	793,264	$34,142	03/31/2024
AE Wealth Management LLC	815,939	$33,666	12/31/2023
SPSM	815,939	$33,666	12/31/2023
Commonwealth Equity Services LLC	777,317	$33,456	03/31/2024
SPSM	777,317	$33,456	03/31/2024
Cetera Advisor Networks LLC	790,288	$33,334	12/31/2023
SPSM	790,288	$33,334	12/31/2023
Obermeyer Wood Investment Counsel Lllp	756,957	$32,579	03/31/2024
SPSM	756,957	$32,579	03/31/2024
Spinnaker Trust	700,422	$30,146	03/31/2024
SPSM	700,422	$30,146	03/31/2024
Atlas Private Wealth Advisors	673,308	$28,980	03/31/2024
SPSM	673,308	$28,980	03/31/2024

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

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