There is a long list of 373 institutional holders of SPTL 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 SPTL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPTL table below, the initial column indicates the name of each top institutional holder of SPTL, with a link to that fund's top holdings. The next columns indicate the amount of SPTL stock held by each of the institutional holders of SPTL, followed by the SPTL 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 |
---|---|---|---|
State Street Corp | 45,988,898 | $1,334,598 | 12/31/2023 |
SPTL | 45,988,898 | $1,334,598 | 12/31/2023 |
Fisher Asset Management LLC | 36,742,254 | $1,066,260 | 12/31/2023 |
SPTL | 36,742,254 | $1,066,260 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 35,852,813 | $1,040,449 | 12/31/2023 |
SPTL | 35,852,813 | $1,040,449 | 12/31/2023 |
FMR LLC | 23,959,802 | $695,313 | 12/31/2023 |
SPTL | 23,959,802 | $695,313 | 12/31/2023 |
Bank of America Corp DE | 12,706,839 | $368,752 | 12/31/2023 |
SPTL | 12,706,839 | $368,752 | 12/31/2023 |
Municipal Employees Retirement System of Michigan | 11,622,475 | $324,732 | 03/31/2024 |
SPTL | 11,622,475 | $324,732 | 03/31/2024 |
Nan Shan Life Insurance Co. Ltd. | 10,956,900 | $317,969 | 12/31/2023 |
SPTL | 10,956,900 | $317,969 | 12/31/2023 |
LPL Financial LLC | 9,535,082 | $276,708 | 12/31/2023 |
SPTL | 9,535,082 | $276,708 | 12/31/2023 |
Envestnet Asset Management Inc. | 5,227,187 | $151,693 | 12/31/2023 |
SPTL | 5,227,187 | $151,693 | 12/31/2023 |
Congress Wealth Management LLC DE | 3,807,353 | $110,489 | 12/31/2023 |
SPTL | 3,807,353 | $110,489 | 12/31/2023 |
JPMorgan Chase & Co. | 3,623,717 | $105,160 | 12/31/2023 |
SPTL | 3,623,717 | $105,160 | 12/31/2023 |
SCS Capital Management LLC | 3,544,503 | $102,861 | 12/31/2023 |
SPTL | 3,544,503 | $102,861 | 12/31/2023 |
Voya Financial Advisors Inc. | 3,101,658 | $90,723 | 12/31/2023 |
SPTL | 3,101,658 | $90,723 | 12/31/2023 |
Morgan Stanley | 3,029,992 | $87,930 | 12/31/2023 |
SPTL | 3,029,992 | $87,930 | 12/31/2023 |
UBS Group AG | 2,424,598 | $70,362 | 12/31/2023 |
SPTL | 2,424,598 | $70,362 | 12/31/2023 |
Stifel Financial Corp | 2,388,902 | $69,325 | 12/31/2023 |
SPTL | 2,388,902 | $69,325 | 12/31/2023 |
Townsquare Capital LLC | 2,198,948 | $63,813 | 12/31/2023 |
SPTL | 2,198,948 | $63,813 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 2,269,794 | $63,418 | 03/31/2024 |
SPTL | 2,269,794 | $63,418 | 03/31/2024 |
Advisor Group Holdings Inc. | 1,763,278 | $51,170 | 12/31/2023 |
SPTL | 1,763,278 | $51,170 | 12/31/2023 |
Resources Investment Advisors LLC. | 1,746,173 | $50,674 | 12/31/2023 |
SPTL | 1,746,173 | $50,674 | 12/31/2023 |
Advocacy Wealth Management Services LLC | 1,774,833 | $49,589 | 03/31/2024 |
SPTL | 1,774,833 | $49,589 | 03/31/2024 |
RFG Advisory LLC | 1,552,258 | $43,370 | 03/31/2024 |
SPTL | 1,552,258 | $43,370 | 03/31/2024 |
Spinnaker Trust | 1,490,496 | $43,254 | 12/31/2023 |
SPTL | 1,490,496 | $43,254 | 12/31/2023 |
Liberty One Investment Management LLC | 1,332,600 | $38,672 | 12/31/2023 |
SPTL | 1,332,600 | $38,672 | 12/31/2023 |
Flagship Harbor Advisors LLC | 1,379,733 | $38,550 | 03/31/2024 |
SPTL | 1,379,733 | $38,550 | 03/31/2024 |
Cetera Advisor Networks LLC | 1,296,144 | $37,614 | 12/31/2023 |
SPTL | 1,296,144 | $37,614 | 12/31/2023 |
AE Wealth Management LLC | 1,326,218 | $36,736 | 12/31/2023 |
SPTL | 1,326,218 | $36,736 | 12/31/2023 |
Great Valley Advisor Group Inc. | 1,247,399 | $36,199 | 12/31/2023 |
SPTL | 1,247,399 | $36,199 | 12/31/2023 |
Assetmark Inc. | 1,226,741 | $35,600 | 12/31/2023 |
SPTL | 1,226,741 | $35,600 | 12/31/2023 |
Raymond James & Associates | 1,142,234 | $33,148 | 12/31/2023 |
SPTL | 1,142,234 | $33,148 | 12/31/2023 |
Wells Fargo & Company MN | 1,138,389 | $33,036 | 12/31/2023 |
SPTL | 1,138,389 | $33,036 | 12/31/2023 |
Citadel Advisors LLC | $31,107 | 12/31/2023 | |
SPTL | 1,030,727 | $29,912 | 12/31/2023 |
Call | 51,800 | $1,503 | 12/31/2023 |
Put | 10,600 | $308 | 12/31/2023 |
Strategic Wealth Designers | 993,248 | $28,824 | 12/31/2023 |
SPTL | 993,248 | $28,824 | 12/31/2023 |
Horizon Wealth Management LLC | 924,969 | $26,843 | 12/31/2023 |
SPTL | 924,969 | $26,843 | 12/31/2023 |
Private Advisor Group LLC | 896,891 | $26,028 | 12/31/2023 |
SPTL | 896,891 | $26,028 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 853,887 | $24,780 | 12/31/2023 |
SPTL | 853,887 | $24,780 | 12/31/2023 |
Innealta Capital LLC | 828,403 | $24,040 | 12/31/2023 |
SPTL | 828,403 | $24,040 | 12/31/2023 |
McAdam LLC | 825,073 | $23,944 | 12/31/2023 |
SPTL | 825,073 | $23,944 | 12/31/2023 |
Cetera Investment Advisers | 818,409 | $23,750 | 12/31/2023 |
SPTL | 818,409 | $23,750 | 12/31/2023 |
Checchi Capital Advisers LLC | 796,843 | $23,124 | 12/31/2023 |
SPTL | 796,843 | $23,124 | 12/31/2023 |
Royal Bank of Canada | 795,046 | $23,073 | 12/31/2023 |
SPTL | 795,046 | $23,073 | 12/31/2023 |
Wealthsource Partners LLC | 784,456 | $22,765 | 12/31/2023 |
SPTL | 784,456 | $22,765 | 12/31/2023 |
Ameriprise Financial Inc. | 759,394 | $22,070 | 12/31/2023 |
SPTL | 759,394 | $22,070 | 12/31/2023 |
CoreCap Advisors LLC | 743,499 | $21,576 | 12/31/2023 |
SPTL | 743,499 | $21,576 | 12/31/2023 |
Neuberger Berman Group LLC | 680,621 | $19,752 | 12/31/2023 |
SPTL | 680,621 | $19,752 | 12/31/2023 |
Alera Investment Advisors LLC | 675,533 | $19,604 | 12/31/2023 |
SPTL | 675,533 | $19,604 | 12/31/2023 |
Mcmorgan & Co. LLC | 667,606 | $19,374 | 12/31/2023 |
SPTL | 667,606 | $19,374 | 12/31/2023 |
O Brien Wealth Partners LLC | 631,927 | $18,339 | 12/31/2023 |
SPTL | 631,927 | $18,339 | 12/31/2023 |
Shepherd Financial Partners LLC | 627,958 | $18,223 | 12/31/2023 |
SPTL | 627,958 | $18,223 | 12/31/2023 |
Integrated Wealth Concepts LLC | 604,509 | $17,543 | 12/31/2023 |
SPTL | 604,509 | $17,543 | 12/31/2023 |
See All: Funds Holding SPTL
See Details: Top 10 Hedge Funds Holding SPTL
Also See: SPTL Holdings Changes
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