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On this page, we present all of the funds holding SPD from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SPD, with a link to that fund's top holdings. The next columns
indicate the amount of SPD stock held by each of the funds holding SPD, followed by the SPD position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 33 funds holding SPD within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Sollinda Capital Management LLC. For more details on the positions held by Sollinda Capital Management LLC
(or by any of the other funds holding SPD), click the fund name in the "Holder" column of the funds-holding-SPD table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Sollinda Capital Management LLC | 385,915 | $11,998 | 03/31/2024 | | SPD | 385,915 | $11,998 | 03/31/2024 | | Axxcess Wealth Management LLC | 348,596 | $10,017 | 12/31/2023 | | SPD | 348,596 | $10,017 | 12/31/2023 | | AE Wealth Management LLC | 331,871 | $9,767 | 12/31/2023 | | SPD | 331,871 | $9,767 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 261,357 | $8,126 | 03/31/2024 | | SPD | 261,357 | $8,126 | 03/31/2024 | | Austin Wealth Management LLC | 115,497 | $3,477 | 12/31/2023 | | SPD | 115,497 | $3,477 | 12/31/2023 | | Wells Fargo & Company MN | 82,167 | $2,361 | 12/31/2023 | | SPD | 82,167 | $2,361 | 12/31/2023 | | LPL Financial LLC | 53,054 | $1,525 | 12/31/2023 | | SPD | 53,054 | $1,525 | 12/31/2023 | | Lakeview Capital Partners LLC | 49,100 | $1,411 | 12/31/2023 | | SPD | 49,100 | $1,411 | 12/31/2023 | | Capital Investment Advisory Services LLC | 43,563 | $1,354 | 03/31/2024 | | SPD | 43,563 | $1,354 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 41,493 | $1,192 | 12/31/2023 | | SPD | 41,493 | $1,192 | 12/31/2023 | | OLD Mission Capital LLC | 35,674 | $1,025 | 12/31/2023 | | SPD | 35,674 | $1,025 | 12/31/2023 | | Ironsides Asset Advisors LLC | 34,538 | $992 | 12/31/2023 | | SPD | 34,538 | $992 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 28,420 | $884 | 03/31/2024 | | SPD | 28,420 | $884 | 03/31/2024 | | Insigneo Advisory Services LLC | 23,742 | $682 | 12/31/2023 | | SPD | 23,742 | $682 | 12/31/2023 | | HighTower Advisors LLC | 23,428 | $674 | 12/31/2023 | | SPD | 23,428 | $674 | 12/31/2023 | | B.O.S.S. Retirement Advisors LLC | 23,343 | $671 | 12/31/2023 | | SPD | 23,343 | $671 | 12/31/2023 | | Financial Enhancement Group LLC | 17,130 | $525 | 03/31/2024 | | SPD | 17,130 | $525 | 03/31/2024 | | GTS Securities LLC | 17,456 | $502 | 12/31/2023 | | SPD | 17,456 | $502 | 12/31/2023 | | Great Lakes Retirement Inc. | 12,910 | $371 | 12/31/2023 | | SPD | 12,910 | $371 | 12/31/2023 | | Wolverine Trading LLC | 9,090 | $261 | 12/31/2023 | | SPD | 9,090 | $261 | 12/31/2023 | | Kathmere Capital Management LLC | 7,701 | $239 | 03/31/2024 | | SPD | 7,701 | $239 | 03/31/2024 | | Pathway Financial Advisors LLC | 7,115 | $221 | 03/31/2024 | | SPD | 7,115 | $221 | 03/31/2024 | | Qube Research & Technologies Ltd | 5,893 | $169 | 12/31/2023 | | SPD | 5,893 | $169 | 12/31/2023 | | IFP Advisors Inc | 2,392 | $69 | 12/31/2023 | | SPD | 2,392 | $69 | 12/31/2023 | | UBS Group AG | 1,689 | $49 | 12/31/2023 | | SPD | 1,689 | $49 | 12/31/2023 | | CWM LLC | 1,009 | $31 | 03/31/2024 | | SPD | 1,009 | $31 | 03/31/2024 | | Morgan Stanley | 380 | $11 | 12/31/2023 | | SPD | 380 | $11 | 12/31/2023 | | Advisor Group Holdings Inc. | 283 | $8 | 12/31/2023 | | SPD | 283 | $8 | 12/31/2023 | | Pineridge Advisors LLC | 233 | $7 | 12/31/2023 | | SPD | 233 | $7 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 54 | $2 | 12/31/2023 | | SPD | 54 | $2 | 12/31/2023 | | National Bank of Canada FI | 47 | $1 | 12/31/2023 | | SPD | 47 | $1 | 12/31/2023 | | TD Capital Management LLC | 31 | $1 | 12/31/2023 | | SPD | 31 | $1 | 12/31/2023 | | Richard W. Paul & Associates LLC | 24 | $1 | 12/31/2023 | | SPD | 24 | $1 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | SPD | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SPD
See Details: Top 10 Hedge Funds Holding SPD
Also See: SPD Holdings Changes
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