現在 22 社の機関がSWPPXを保有しており、以下は保有時価総額の高い順です。
| 主要保有機関 | 申告総額 | 平均比率 |
|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $941.2万 | 2.35% |
| Ethos Financial Group, LLC | $273.1万 | 0.20% |
| Front Street Capital Management, Inc. | $231.3万 | 0.31% |
| Coston, McIsaac & Partners | $199.8万 | 0.45% |
| NEVILLE RODIE & SHAW INC | $194.9万 | 0.14% |
| NORTH STAR ASSET MANAGEMENT INC | $120.0万 | 0.05% |
| CARRET ASSET MANAGEMENT, LLC | $82.2万 | 0.08% |
| STALEY CAPITAL ADVISERS INC | $80.4万 | 0.03% |
| Williams Jones Wealth Management, LLC. | $70.7万 | 0.01% |
| EDGAR LOMAX CO/VA | $69.8万 | 0.05% |
| Coastwise Capital Group, LLC | $62.7万 | 0.35% |
| FULTON BANK, N.A. | $59.5万 | 0.02% |
| Fortune Financial Group, Inc. | $57.0万 | 0.51% |
| Jackson Wealth Management, LLC | $51.4万 | 0.05% |
| MOODY LYNN LIEBERSON & WALKER, LLC | $47.2万 | 0.03% |
| Dale Q Rice Investment Management Ltd | $40.5万 | 0.31% |
| McIlrath & Eck, LLC | $28.7万 | 0.02% |
| Estabrook Capital Management | $24.4万 | 0.04% |
| ROWLANDMILLER & PARTNERS.ADV | $24.4万 | 0.05% |
| Westside Investment Management, Inc. | $14.0万 | 0.02% |
| Financial Gravity Asset Management, Inc. | $5.1万 | 0.01% |
| Game Plan Financial Advisors, LLC | $3.4万 | 0.02% |