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Funds Holding SPDN

On this page, we present all of the funds holding SPDN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPDN, with a link to that fund's top holdings. The next columns indicate the amount of SPDN stock held by each of the funds holding SPDN, followed by the SPDN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 45 funds holding SPDN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Kaydan Wealth Management Inc.. For more details on the positions held by Kaydan Wealth Management Inc. (or by any of the other funds holding SPDN), click the fund name in the "Holder" column of the funds-holding-SPDN table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Kaydan Wealth Management Inc.2,027,786$24,678 03/31/2024
     SPDN2,027,786$24,678 03/31/2024
Leuthold Group LLC1,731,572$23,013 12/31/2023
     SPDN1,731,572$23,013 12/31/2023
Belpointe Asset Management LLC621,985$8,266 12/31/2023
     SPDN621,985$8,266 12/31/2023
Tower Research Capital LLC TRC 521,042$6,925 12/31/2023
     SPDN521,042$6,925 12/31/2023
Advisory Services Network LLC504,824$6,709 12/31/2023
     SPDN504,824$6,709 12/31/2023
One One Wealth Management LLC311,939$3,796 03/31/2024
     SPDN311,939$3,796 03/31/2024
Virtu Financial LLC257,662$3,424 12/31/2023
     SPDN257,662$3,424 12/31/2023
Vista Finance LLC243,465$3,236 12/31/2023
     SPDN243,465$3,236 12/31/2023
HRT Financial LP209,700$2,786 12/31/2023
     SPDN209,700$2,786 12/31/2023
Envestnet Asset Management Inc.190,832$2,536 12/31/2023
     SPDN190,832$2,536 12/31/2023
Beacon Pointe Advisors LLC161,650$2,148 12/31/2023
     SPDN161,650$2,148 12/31/2023
Lakeview Capital Partners LLC130,502$1,734 12/31/2023
     SPDN130,502$1,734 12/31/2023
Integrated Wealth Concepts LLC85,696$1,139 12/31/2023
     SPDN85,696$1,139 12/31/2023
Two Sigma Securities LLC77,237$1,026 12/31/2023
     SPDN77,237$1,026 12/31/2023
Maltin Wealth Management Inc.59,823$728 03/31/2024
     SPDN59,823$728 03/31/2024
New Harbor Financial Group LLC45,881$610 12/31/2023
     SPDN45,881$610 12/31/2023
Cresset Asset Management LLC44,343$589 12/31/2023
     SPDN44,343$589 12/31/2023
JPMorgan Chase & Co.37,385$497 12/31/2023
     SPDN37,385$497 12/31/2023
Susquehanna International Group LLP35,231$468 12/31/2023
     SPDN35,231$468 12/31/2023
LPL Financial LLC30,732$408 12/31/2023
     SPDN30,732$408 12/31/2023
Resonant Capital Advisors LLC25,920$344 12/31/2023
     SPDN25,920$344 12/31/2023
Orion Portfolio Solutions LLC20,683$276 12/31/2023
     SPDN20,683$276 12/31/2023
Captrust Financial Advisors20,301$270 12/31/2023
     SPDN20,301$270 12/31/2023
Headlands Technologies LLC19,414$258 12/31/2023
     SPDN19,414$258 12/31/2023
Flow Traders U.S. LLC18,784$250 12/31/2023
     SPDN18,784$250 12/31/2023
Verus Capital Partners LLC18,655$248 12/31/2023
     SPDN18,655$248 12/31/2023
Lanham O Dell & Company Inc.16,736$222 12/31/2023
     SPDN16,736$222 12/31/2023
Galvin Gaustad & Stein LLC13,600$166 03/31/2024
     SPDN13,600$166 03/31/2024
Moulton Wealth Management Inc.11,698$142 03/31/2024
     SPDN11,698$142 03/31/2024
NovaPoint Capital LLC10,926$133 03/31/2024
     SPDN10,926$133 03/31/2024
Vantage Financial Partners LLC10,000$133 12/31/2023
     SPDN10,000$133 12/31/2023
Ausdal Financial Partners Inc.10,821$132 03/31/2024
     SPDN10,821$132 03/31/2024
Strategic Investment Solutions Inc. IL6,783$90 12/31/2023
     SPDN6,783$90 12/31/2023
ORG Partners LLC6,775$90 12/31/2023
     SPDN6,775$90 12/31/2023
Qube Research & Technologies Ltd5,400$72 12/31/2023
     SPDN5,400$72 12/31/2023
AllSquare Wealth Management LLC3,100$41 12/31/2023
     SPDN3,100$41 12/31/2023
Wells Fargo & Company MN2,051$27 12/31/2023
     SPDN2,051$27 12/31/2023
Spire Wealth Management1,117$14 03/31/2024
     SPDN1,117$14 03/31/2024
Cutler Group LP $7 03/31/2024
     SPDN600$7 03/31/2024
     Call600$0 03/31/2024
TD Waterhouse Canada Inc.500$7 12/31/2023
     SPDN500$7 12/31/2023
UBS Group AG113$2 12/31/2023
     SPDN113$2 12/31/2023
Bank of America Corp DE14$0 12/31/2023
     SPDN14$0 12/31/2023
FMR LLC1$0 12/31/2023
     SPDN1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     SPDN0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     SPDN1$0 12/31/2023
Citadel Advisors LLC100$-265 12/31/2023
     Put20,000$266 12/31/2023
     Call100$1 12/31/2023

See Summary: Institutional Holders of SPDN
See Details: Top 10 Hedge Funds Holding SPDN
Also See: SPDN Holdings Changes

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