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SPMD 13F Ownership: 803 Institutions | AlphaSMO
SPMD 13F Ownership: 803 Institutions
803 institutions currently hold SPMD, ranked below by position value.
View full stock page for SPMD
Key Holders
Total Value
Avg Weight
Creative Planning
$5.7B
3.88%
Betterment LLC
$1.2B
2.27%
LPL Financial LLC
$761.1M
0.20%
Valmark Advisers, Inc.
$427.3M
5.08%
ENVESTNET ASSET MANAGEMENT INC
$245.6M
0.07%
UBS Group AG
$227.3M
0.03%
MORGAN STANLEY
$224.9M
0.01%
AlTi Global, Inc.
$167.2M
3.64%
Facet Wealth, Inc.
$153.0M
2.65%
CWM, LLC
$134.0M
0.35%
HighTower Advisors, LLC
$118.3M
0.13%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$115.4M
0.07%
BANK OF AMERICA CORP /DE/
$114.4M
0.01%
First Command Advisory Services, Inc.
$108.2M
0.73%
MASON STREET ADVISORS, LLC
$92.5M
9.04%
WELLS FARGO & COMPANY/MN
$85.5M
0.02%
UNITED CAPITAL FINANCIAL ADVISORS, LLC
$84.9M
0.52%
Hancock Prospecting Pty Ltd
$83.5M
2.51%
OSAIC HOLDINGS, INC.
$80.1M
0.12%
Auto-Owners Insurance Co
$78.7M
1.65%
Hills Bank & Trust Co
$76.6M
3.70%
Wealthcare Advisory Partners LLC
$70.0M
1.36%
Cornerstone Wealth Management, LLC
$66.1M
3.31%
Koss-Olinger Consulting, LLC
$63.0M
5.28%
RAYMOND JAMES FINANCIAL INC
$62.1M
0.02%
GOLDMAN SACHS GROUP INC
$54.6M
0.01%
VICUS CAPITAL
$54.3M
3.99%
GREENLEAF TRUST
$53.4M
0.52%
ROYAL BANK OF CANADA
$51.3M
0.01%
JNBA Financial Advisors
$50.4M
4.20%
Private Advisor Group, LLC
$50.1M
0.23%
BLAIR WILLIAM & CO/IL
$49.7M
0.14%
BOKF, NA
$48.9M
0.75%
HHM Wealth Advisors, LLC
$48.2M
5.55%
AlphaStar Capital Management, LLC
$47.8M
3.53%
Farther Finance Advisors, LLC
$47.6M
0.45%
1900 WEALTH MANAGEMENT LLC
$44.8M
2.88%
Composition Wealth, LLC
$44.0M
0.60%
GREAT VALLEY ADVISOR GROUP, INC.
$43.7M
0.79%
Peterson Wealth Advisors, LLC
$43.3M
5.76%
RETIREMENT INCOME SOLUTIONS, INC
$42.5M
7.26%
RKL Wealth Management LLC
$40.2M
3.62%
Impact Partnership Wealth, LLC
$38.3M
4.73%
Equitable Holdings, Inc.
$35.5M
0.23%
OARSMAN CAPITAL, INC.
$35.0M
4.34%
NATIONAL BANK OF CANADA /FI/
$33.8M
0.03%
Atlas Private Wealth Advisors
$32.6M
7.67%
TEXAS PERMANENT SCHOOL FUND CORP
$30.9M
1.14%
BlackRock, Inc.
$30.1M
0.00%
Gerber Kawasaki Wealth & Investment Management
$29.6M
0.94%
Envestnet Portfolio Solutions, Inc.
$28.3M
0.16%
TSG Advice Partners, LLC
$28.2M
4.22%
CAHABA WEALTH MANAGEMENT, INC.
$27.8M
1.89%
Corient Private Wealth LLC
$27.8M
0.04%
Waverly Advisors, LLC
$27.7M
0.21%
Financial Strategies Group, Inc.
$27.5M
4.59%
MML INVESTORS SERVICES, LLC
$27.4M
0.08%
ASSETMARK, INC
$26.2M
0.05%
ST GERMAIN D J CO INC
$25.0M
0.99%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$24.6M
0.05%
First National Trust Co
$24.1M
0.82%
Penserra Capital Management LLC
$24.1M
0.28%
Integrity Advisory Solutions, LLC
$23.9M
3.16%
Dakota Wealth Management
$23.9M
0.52%
Thrivent Financial for Lutherans
$23.7M
0.05%
SUN LIFE FINANCIAL INC
$23.6M
1.34%
Cerity Partners LLC
$22.9M
0.03%
OneAscent Financial Services LLC
$22.9M
1.24%
Rockefeller Capital Management L.P.
$22.7M
0.04%
Ellenbecker Investment Group
$22.6M
3.04%
Octavia Wealth Advisors, LLC
$21.6M
2.07%
AQR CAPITAL MANAGEMENT LLC
$21.5M
0.01%
RFG Advisory, LLC
$20.6M
0.38%
RESTON WEALTH MANAGEMENT LLC
$20.3M
6.21%
Independent Advisor Alliance
$20.0M
0.21%
EVERMAY WEALTH MANAGEMENT LLC
$19.6M
2.17%
Crews Bank & Trust
$19.4M
2.82%
Marathon Strategic Advisors, LLC
$19.3M
13.91%
Geneos Wealth Management Inc.
$19.3M
0.45%
Mariner, LLC
$18.0M
0.02%
Savant Capital, LLC
$17.8M
0.09%
Allworth Financial LP
$17.8M
0.07%
Financial Gravity Asset Management, Inc.
$17.7M
3.15%
Shepherd Financial Partners LLC
$17.5M
1.66%
Alta Wealth Advisors LLC
$17.4M
5.67%
New Perspectives, Inc
$17.3M
6.00%
CIBC Bancorp USA Inc.
$17.2M
0.02%
Avior Wealth Management, LLC
$17.0M
0.48%
Gladstone Institutional Advisory LLC
$17.0M
0.63%
FIFTH THIRD BANCORP
$16.8M
0.03%
Summit Trail Advisors, LLC
$16.4M
0.23%
Cetera Investment Advisers
$16.3M
0.02%
JPMORGAN CHASE & CO
$16.2M
0.00%
COLDSTREAM CAPITAL MANAGEMENT INC
$15.9M
0.20%
Venture Visionary Partners LLC
$15.7M
0.52%
AMERIPRISE FINANCIAL INC
$15.4M
0.00%
Lido Advisors, LLC
$15.1M
0.05%
NORTH STAR ASSET MANAGEMENT INC
$15.1M
0.66%
Montz Harcus Wealth Management LLC
$14.2M
5.74%
CITIZENS & NORTHERN CORP
$14.1M
3.52%
Cascade Financial Partners, LLC
$14.1M
1.45%
Bensler, LLC
$14.0M
1.44%
IAG Wealth Partners, LLC
$13.6M
1.52%
Focus Partners Wealth
$13.2M
0.01%
Higgins & Schmidt Wealth Strategies LLC
$13.2M
6.02%
TPG Financial Advisors, LLC
$13.1M
4.25%
Western Wealth Management, LLC
$12.8M
0.49%
WBH ADVISORY INC
$12.6M
0.95%
MONETA GROUP INVESTMENT ADVISORS LLC
$12.1M
0.09%
PSI Advisors, LLC
$12.1M
2.90%
FF Advisors,LLC
$12.0M
4.86%
WRAPMANAGER INC
$12.0M
4.15%
Stewardship Advisors, LLC
$11.8M
2.70%
My Portfolio Guide, LLC
$11.7M
6.49%
RETIREMENT FINANCIAL SOLUTIONS, LLC
$11.4M
3.27%
Beacon Pointe Advisors, LLC
$11.2M
0.06%
WEALTH MANAGEMENT RESOURCES, INC.
$11.2M
3.89%
Sanctuary Advisors, LLC
$10.9M
0.06%
XY Planning Network, Inc.
$10.7M
1.71%
Collaborative Wealth Managment Inc.
$10.4M
4.76%
Lumbard & Kellner, LLC
$10.2M
3.54%
Zhang Financial LLC
$10.2M
0.35%
CGN Advisors LLC
$10.0M
0.79%
WALLER FINANCIAL PLANNING GROUP, INC
$10.0M
2.21%
Warren Street Wealth Advisors, LLC
$10.0M
2.54%
Cambridge Investment Research Advisors, Inc.
$9.9M
0.03%
Integrated Wealth Concepts LLC
$9.9M
0.08%
Pathstone Holdings, LLC
$9.8M
0.04%
Windsor Capital Management, LLC
$9.6M
2.71%
NOTTINGHAM ADVISORS, INC.
$9.6M
1.23%
Louisiana State Employees Retirement System
$9.6M
0.17%
Worth Financial Advisory Group, LLC
$9.5M
4.20%
Wealthspire Advisors, LLC
$8.9M
0.07%
Millington Financial Advisors, LLC
$8.9M
3.76%
Vivaldi Capital Management LP
$8.7M
1.21%
Berkeley Capital Partners, LLC
$8.6M
2.01%
BOK Financial Private Wealth, Inc.
$8.4M
0.51%
NORTHERN TRUST CORP
$8.2M
0.00%
Chicago Partners Investment Group LLC
$8.1M
0.18%
AlphaCore Capital LLC
$8.1M
0.19%
RETIREMITTEN FINANCIAL LLC
$8.1M
3.91%
NewEdge Advisors, LLC
$8.0M
0.38%
IHT Wealth Management, LLC
$7.9M
0.18%
Carnegie Investment Counsel
$7.9M
0.15%
Orion Porfolio Solutions, LLC
$7.8M
0.07%
INSPIRE TRUST CO, N.A.
$7.7M
1.19%
Gradient Investments LLC
$7.7M
0.12%
Private Wealth Group, LLC
$7.6M
3.54%
AF Advisors, Inc.
$7.6M
4.19%
Stratos Wealth Partners, LTD.
$7.4M
0.08%
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