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Funds Holding SPGM

On this page, we present all of the funds holding SPGM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPGM, with a link to that fund's top holdings. The next columns indicate the amount of SPGM stock held by each of the funds holding SPGM, followed by the SPGM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 106 funds holding SPGM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding SPGM), click the fund name in the "Holder" column of the funds-holding-SPGM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC2,151,733$119,077 12/31/2023
     SPGM2,151,733$119,077 12/31/2023
Sequoia Financial Advisors LLC1,345,296$74,449 12/31/2023
     SPGM1,345,296$74,449 12/31/2023
Private Advisor Group LLC773,772$42,821 12/31/2023
     SPGM773,772$42,821 12/31/2023
Advance Capital Management Inc.406,453$24,257 03/31/2024
     SPGM406,453$24,257 03/31/2024
Legal & General Group Plc420,297$23,259 12/31/2023
     SPGM420,297$23,259 12/31/2023
Peak Financial Management Inc.373,208$22,273 03/31/2024
     SPGM373,208$22,273 03/31/2024
Wealth Enhancement Advisory Services LLC300,604$17,940 03/31/2024
     SPGM300,604$17,940 03/31/2024
Mirae Asset Global Investments Co. Ltd.285,479$15,798 12/31/2023
     SPGM285,479$15,798 12/31/2023
CX Institutional236,412$14,109 03/31/2024
     SPGM236,412$14,109 03/31/2024
Schaeffer Financial LLC243,912$13,498 12/31/2023
     SPGM243,912$13,498 12/31/2023
Mariner LLC214,755$11,885 12/31/2023
     SPGM214,755$11,885 12/31/2023
Meitav Dash Investments Ltd.163,800$9,057 12/31/2023
     SPGM163,800$9,057 12/31/2023
Unique Wealth LLC143,178$8,545 03/31/2024
     SPGM143,178$8,545 03/31/2024
Bank of America Corp DE151,593$8,389 12/31/2023
     SPGM151,593$8,389 12/31/2023
CWM LLC115,968$6,921 03/31/2024
     SPGM115,968$6,921 03/31/2024
Trilogy Capital Inc.94,063$5,614 03/31/2024
     SPGM94,063$5,614 03/31/2024
First Hawaiian Bank77,798$4,643 03/31/2024
     SPGM77,798$4,643 03/31/2024
OLD Mission Capital LLC83,541$4,623 12/31/2023
     SPGM83,541$4,623 12/31/2023
Barden Capital Management Inc.91,425$4,616 12/31/2023
     SPGM91,425$4,616 12/31/2023
LVW Advisors LLC74,849$4,467 03/31/2024
     SPGM74,849$4,467 03/31/2024
UBS Group AG77,180$4,271 12/31/2023
     SPGM77,180$4,271 12/31/2023
Eight 31 Financial LLC69,166$3,828 12/31/2023
     SPGM69,166$3,828 12/31/2023
Arkadios Wealth Advisors62,057$3,434 12/31/2023
     SPGM62,057$3,434 12/31/2023
Belpointe Asset Management LLC57,028$3,156 12/31/2023
     SPGM57,028$3,156 12/31/2023
TrinityPoint Wealth LLC55,221$3,056 12/31/2023
     SPGM55,221$3,056 12/31/2023
Envestnet Asset Management Inc.53,464$2,959 12/31/2023
     SPGM53,464$2,959 12/31/2023
Atria Wealth Solutions Inc.51,352$2,842 12/31/2023
     SPGM51,352$2,842 12/31/2023
Morgan Stanley49,527$2,741 12/31/2023
     SPGM49,527$2,741 12/31/2023
ICA Group Wealth Management LLC48,176$2,666 12/31/2023
     SPGM48,176$2,666 12/31/2023
Flagship Harbor Advisors LLC40,911$2,442 03/31/2024
     SPGM40,911$2,442 03/31/2024
RWM Asset Management LLC40,781$2,434 03/31/2024
     SPGM40,781$2,434 03/31/2024
Great Waters Wealth Management40,014$2,388 03/31/2024
     SPGM40,014$2,388 03/31/2024
Financial Consulate Inc.38,656$2,307 03/31/2024
     SPGM38,656$2,307 03/31/2024
Advisor Group Holdings Inc.41,124$2,276 12/31/2023
     SPGM41,124$2,276 12/31/2023
Cresset Asset Management LLC39,970$2,212 12/31/2023
     SPGM39,970$2,212 12/31/2023
Balentine LLC38,554$2,134 12/31/2023
     SPGM38,554$2,134 12/31/2023
ACT Wealth Management LLC35,288$2,106 03/31/2024
     SPGM35,288$2,106 03/31/2024
Flow Traders U.S. LLC35,588$1,969 12/31/2023
     SPGM35,588$1,969 12/31/2023
CI Private Wealth LLC31,675$1,753 12/31/2023
     SPGM31,675$1,753 12/31/2023
Gerber Kawasaki Wealth & Investment Management26,978$1,493 12/31/2023
     SPGM26,978$1,493 12/31/2023
Prudential Financial Inc.26,067$1,443 12/31/2023
     SPGM26,067$1,443 12/31/2023
Truist Financial Corp23,153$1,281 12/31/2023
     SPGM23,153$1,281 12/31/2023
Northwestern Mutual Wealth Management Co.20,561$1,138 12/31/2023
     SPGM20,561$1,138 12/31/2023
Chicago Partners Investment Group LLC18,907$1,095 03/31/2024
     SPGM18,907$1,095 03/31/2024
Jane Street Group LLC19,012$1,052 12/31/2023
     SPGM19,012$1,052 12/31/2023
Cambridge Investment Research Advisors Inc.16,237$969 03/31/2024
     SPGM16,237$969 03/31/2024
Merit Financial Group LLC17,080$945 12/31/2023
     SPGM17,080$945 12/31/2023
Royal Bank of Canada16,582$918 12/31/2023
     SPGM16,582$918 12/31/2023
Tennessee Valley Asset Management Partners13,882$829 03/31/2024
     SPGM13,882$829 03/31/2024
Jacobi Capital Management LLC13,753$761 12/31/2023
     SPGM13,753$761 12/31/2023
RFG Advisory LLC12,707$758 03/31/2024
     SPGM12,707$758 03/31/2024
Captrust Financial Advisors13,672$757 12/31/2023
     SPGM13,672$757 12/31/2023
Flagship Private Wealth LLC13,680$757 12/31/2023
     SPGM13,680$757 12/31/2023
Private Trust Co. NA10,993$656 03/31/2024
     SPGM10,993$656 03/31/2024
Colonial River Wealth Management LLC11,113$615 12/31/2023
     SPGM11,113$615 12/31/2023
Professional Financial Advisors LLC10,199$609 03/31/2024
     SPGM10,199$609 03/31/2024
Financial Advocates Investment Management10,476$580 12/31/2023
     SPGM10,476$580 12/31/2023
Proquility Private Wealth Partners LLC9,999$553 12/31/2023
     SPGM9,999$553 12/31/2023
IAG Wealth Partners LLC9,039$539 03/31/2024
     SPGM9,039$539 03/31/2024
Atlas Private Wealth Advisors9,395$520 12/31/2023
     SPGM9,395$520 12/31/2023
Edge Capital Group LLC8,947$495 12/31/2023
     SPGM8,947$495 12/31/2023
Interactive Financial Advisors8,677$480 12/31/2023
     SPGM8,677$480 12/31/2023
Americana Partners LLC8,656$479 12/31/2023
     SPGM8,656$479 12/31/2023
StrategIQ Financial Group LLC8,508$471 12/31/2023
     SPGM8,508$471 12/31/2023
Stifel Financial Corp8,302$459 12/31/2023
     SPGM8,302$459 12/31/2023
New England Capital Financial Advisors LLC6,873$380 12/31/2023
     SPGM6,873$380 12/31/2023
Verdence Capital Advisors LLC6,268$374 03/31/2024
     SPGM6,268$374 03/31/2024
Raymond James Financial Services Advisors Inc.5,974$357 03/31/2024
     SPGM5,974$357 03/31/2024
Vernal Point Advisors LLC6,435$356 12/31/2023
     SPGM6,435$356 12/31/2023
Garrett Wealth Advisory Group LLC6,115$338 12/31/2023
     SPGM6,115$338 12/31/2023
Cornerstone Wealth Management LLC5,642$337 03/31/2024
     SPGM5,642$337 03/31/2024
Western Wealth Management LLC5,923$328 12/31/2023
     SPGM5,923$328 12/31/2023
BIP Wealth LLC5,760$319 12/31/2023
     SPGM5,760$319 12/31/2023
Planning Capital Management Corp4,966$296 03/31/2024
     SPGM4,966$296 03/31/2024
JPMorgan Chase & Co.5,023$278 12/31/2023
     SPGM5,023$278 12/31/2023
Buckingham Strategic Partners4,814$266 12/31/2023
     SPGM4,814$266 12/31/2023
Great Valley Advisor Group Inc.4,501$249 12/31/2023
     SPGM4,501$249 12/31/2023
Spire Wealth Management3,964$237 03/31/2024
     SPGM3,964$237 03/31/2024
C M Bidwell & Associates Ltd.3,568$197 12/31/2023
     SPGM3,568$197 12/31/2023
MCF Advisors LLC3,282$196 03/31/2024
     SPGM3,282$196 03/31/2024
Cape Investment Advisory Inc.2,878$159 12/31/2023
     SPGM2,878$159 12/31/2023
Joseph Group Capital Management2,714$150 12/31/2023
     SPGM2,714$150 12/31/2023
Financial Advisory Service Inc.2,413$134 12/31/2023
     SPGM2,413$134 12/31/2023
Plante Moran Financial Advisors LLC1,753$97 12/31/2023
     SPGM1,753$97 12/31/2023
Acima Private Wealth LLC1,622$90 12/31/2023
     SPGM1,622$90 12/31/2023
Pacific Capital Wealth Advisors Inc.1,419$79 12/31/2023
     SPGM1,419$79 12/31/2023
Global Retirement Partners LLC1,221$73 03/31/2024
     SPGM1,221$73 03/31/2024
Scarborough Advisors LLC1,019$56 12/31/2023
     SPGM1,019$56 12/31/2023
Clearstead Advisors LLC765$42 12/31/2023
     SPGM765$42 12/31/2023
Comerica Bank766$42 12/31/2023
     SPGM766$42 12/31/2023
Geneos Wealth Management Inc.631$35 12/31/2023
     SPGM631$35 12/31/2023
Huntington National Bank623$34 12/31/2023
     SPGM623$34 12/31/2023
FMR LLC512$28 12/31/2023
     SPGM512$28 12/31/2023
MGB Wealth Management LLC300$17 12/31/2023
     SPGM300$17 12/31/2023
GWM Advisors LLC248$14 12/31/2023
     SPGM248$14 12/31/2023
Arvest Investments Inc.131$8 03/31/2024
     SPGM131$8 03/31/2024
GAMMA Investing LLC97$6 03/31/2024
     SPGM97$6 03/31/2024
Islay Capital Management LLC104$6 12/31/2023
     SPGM104$6 12/31/2023
Northwest Investment Counselors LLC66$4 03/31/2024
     SPGM66$4 03/31/2024
Key Financial Inc70$4 12/31/2023
     SPGM70$4 12/31/2023
Cassady Schiller Wealth Management LLC72$4 12/31/2023
     SPGM72$4 12/31/2023
Investors Research Corp46$3 12/31/2023
     SPGM46$3 12/31/2023
Signaturefd LLC30$2 12/31/2023
     SPGM30$2 12/31/2023
Householder Group Estate & Retirement Specialist LLC33$2 12/31/2023
     SPGM33$2 12/31/2023
Beacon Capital Management LLC14$1 12/31/2023
     SPGM14$1 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     SPGM0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     SPGM0$0 12/31/2023

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

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