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Institutional Holders of SPTL

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.

HolderAmountPosition Size
($ in 1000's)
 As of
State Street Corp45,988,898$1,334,598 12/31/2023
     SPTL45,988,898$1,334,598 12/31/2023
Fisher Asset Management LLC36,742,254$1,066,260 12/31/2023
     SPTL36,742,254$1,066,260 12/31/2023
Financial Engines Advisors L.L.C.35,852,813$1,040,449 12/31/2023
     SPTL35,852,813$1,040,449 12/31/2023
FMR LLC23,959,802$695,313 12/31/2023
     SPTL23,959,802$695,313 12/31/2023
Bank of America Corp DE12,706,839$368,752 12/31/2023
     SPTL12,706,839$368,752 12/31/2023
Municipal Employees Retirement System of Michigan11,622,475$324,732 03/31/2024
     SPTL11,622,475$324,732 03/31/2024
Nan Shan Life Insurance Co. Ltd.10,956,900$317,969 12/31/2023
     SPTL10,956,900$317,969 12/31/2023
LPL Financial LLC9,535,082$276,708 12/31/2023
     SPTL9,535,082$276,708 12/31/2023
Envestnet Asset Management Inc.5,227,187$151,693 12/31/2023
     SPTL5,227,187$151,693 12/31/2023
Congress Wealth Management LLC DE 3,807,353$110,489 12/31/2023
     SPTL3,807,353$110,489 12/31/2023
JPMorgan Chase & Co.3,623,717$105,160 12/31/2023
     SPTL3,623,717$105,160 12/31/2023
SCS Capital Management LLC3,544,503$102,861 12/31/2023
     SPTL3,544,503$102,861 12/31/2023
Voya Financial Advisors Inc.3,101,658$90,723 12/31/2023
     SPTL3,101,658$90,723 12/31/2023
Morgan Stanley3,029,992$87,930 12/31/2023
     SPTL3,029,992$87,930 12/31/2023
UBS Group AG2,424,598$70,362 12/31/2023
     SPTL2,424,598$70,362 12/31/2023
Stifel Financial Corp2,388,902$69,325 12/31/2023
     SPTL2,388,902$69,325 12/31/2023
Townsquare Capital LLC2,198,948$63,813 12/31/2023
     SPTL2,198,948$63,813 12/31/2023
Wealth Enhancement Advisory Services LLC2,269,794$63,418 03/31/2024
     SPTL2,269,794$63,418 03/31/2024
Advisor Group Holdings Inc.1,763,278$51,170 12/31/2023
     SPTL1,763,278$51,170 12/31/2023
Resources Investment Advisors LLC.1,746,173$50,674 12/31/2023
     SPTL1,746,173$50,674 12/31/2023
Advocacy Wealth Management Services LLC1,774,833$49,589 03/31/2024
     SPTL1,774,833$49,589 03/31/2024
RFG Advisory LLC1,552,258$43,370 03/31/2024
     SPTL1,552,258$43,370 03/31/2024
Spinnaker Trust1,490,496$43,254 12/31/2023
     SPTL1,490,496$43,254 12/31/2023
Liberty One Investment Management LLC1,332,600$38,672 12/31/2023
     SPTL1,332,600$38,672 12/31/2023
Flagship Harbor Advisors LLC1,379,733$38,550 03/31/2024
     SPTL1,379,733$38,550 03/31/2024
Cetera Advisor Networks LLC1,296,144$37,614 12/31/2023
     SPTL1,296,144$37,614 12/31/2023
AE Wealth Management LLC1,326,218$36,736 12/31/2023
     SPTL1,326,218$36,736 12/31/2023
Great Valley Advisor Group Inc.1,247,399$36,199 12/31/2023
     SPTL1,247,399$36,199 12/31/2023
Assetmark Inc.1,226,741$35,600 12/31/2023
     SPTL1,226,741$35,600 12/31/2023
Raymond James & Associates1,142,234$33,148 12/31/2023
     SPTL1,142,234$33,148 12/31/2023
Wells Fargo & Company MN1,138,389$33,036 12/31/2023
     SPTL1,138,389$33,036 12/31/2023
Citadel Advisors LLC $31,107 12/31/2023
     SPTL1,030,727$29,912 12/31/2023
     Call51,800$1,503 12/31/2023
     Put10,600$308 12/31/2023
Strategic Wealth Designers993,248$28,824 12/31/2023
     SPTL993,248$28,824 12/31/2023
Horizon Wealth Management LLC924,969$26,843 12/31/2023
     SPTL924,969$26,843 12/31/2023
Private Advisor Group LLC896,891$26,028 12/31/2023
     SPTL896,891$26,028 12/31/2023
Charles Schwab Investment Management Inc.853,887$24,780 12/31/2023
     SPTL853,887$24,780 12/31/2023
Innealta Capital LLC828,403$24,040 12/31/2023
     SPTL828,403$24,040 12/31/2023
McAdam LLC825,073$23,944 12/31/2023
     SPTL825,073$23,944 12/31/2023
Cetera Investment Advisers818,409$23,750 12/31/2023
     SPTL818,409$23,750 12/31/2023
Checchi Capital Advisers LLC796,843$23,124 12/31/2023
     SPTL796,843$23,124 12/31/2023
Royal Bank of Canada795,046$23,073 12/31/2023
     SPTL795,046$23,073 12/31/2023
Wealthsource Partners LLC784,456$22,765 12/31/2023
     SPTL784,456$22,765 12/31/2023
Ameriprise Financial Inc.759,394$22,070 12/31/2023
     SPTL759,394$22,070 12/31/2023
CoreCap Advisors LLC743,499$21,576 12/31/2023
     SPTL743,499$21,576 12/31/2023
Neuberger Berman Group LLC680,621$19,752 12/31/2023
     SPTL680,621$19,752 12/31/2023
Alera Investment Advisors LLC675,533$19,604 12/31/2023
     SPTL675,533$19,604 12/31/2023
Mcmorgan & Co. LLC667,606$19,374 12/31/2023
     SPTL667,606$19,374 12/31/2023
O Brien Wealth Partners LLC631,927$18,339 12/31/2023
     SPTL631,927$18,339 12/31/2023
Shepherd Financial Partners LLC627,958$18,223 12/31/2023
     SPTL627,958$18,223 12/31/2023
Integrated Wealth Concepts LLC604,509$17,543 12/31/2023
     SPTL604,509$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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