目前共有 22 家机构持有 SWPPX,以下按持股市值由高至低排序。
| 主要持有机构 | 总市值 | 平均占比 |
|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | US$941.2万 | 2.35% |
| Ethos Financial Group, LLC | US$273.1万 | 0.20% |
| Front Street Capital Management, Inc. | US$231.3万 | 0.31% |
| Coston, McIsaac & Partners | US$199.8万 | 0.45% |
| NEVILLE RODIE & SHAW INC | US$194.9万 | 0.14% |
| NORTH STAR ASSET MANAGEMENT INC | US$120.0万 | 0.05% |
| CARRET ASSET MANAGEMENT, LLC | US$82.2万 | 0.08% |
| STALEY CAPITAL ADVISERS INC | US$80.4万 | 0.03% |
| Williams Jones Wealth Management, LLC. | US$70.7万 | 0.01% |
| EDGAR LOMAX CO/VA | US$69.8万 | 0.05% |
| Coastwise Capital Group, LLC | US$62.7万 | 0.35% |
| FULTON BANK, N.A. | US$59.5万 | 0.02% |
| Fortune Financial Group, Inc. | US$57.0万 | 0.51% |
| Jackson Wealth Management, LLC | US$51.4万 | 0.05% |
| MOODY LYNN LIEBERSON & WALKER, LLC | US$47.2万 | 0.03% |
| Dale Q Rice Investment Management Ltd | US$40.5万 | 0.31% |
| McIlrath & Eck, LLC | US$28.7万 | 0.02% |
| Estabrook Capital Management | US$24.4万 | 0.04% |
| ROWLANDMILLER & PARTNERS.ADV | US$24.4万 | 0.05% |
| Westside Investment Management, Inc. | US$14.0万 | 0.02% |
| Financial Gravity Asset Management, Inc. | US$5.1万 | 0.01% |
| Game Plan Financial Advisors, LLC | US$3.4万 | 0.02% |