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On this page, we present all of the funds holding SPHD from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SPHD, with a link to that fund's top holdings. The next columns
indicate the amount of SPHD stock held by each of the funds holding SPHD, followed by the SPHD position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 303 funds holding SPHD within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding SPHD), click the fund name in the "Holder" column of the funds-holding-SPHD table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Morgan Stanley | 3,090,216 | $131,056 | 12/31/2023 | | SPHD | 3,090,216 | $131,056 | 12/31/2023 | | LPL Financial LLC | 1,850,699 | $78,488 | 12/31/2023 | | SPHD | 1,850,699 | $78,488 | 12/31/2023 |  Twin Tree Management LP | | $68,932 | 12/31/2023 | | Call | 1,100,100 | $68,932 | 12/31/2023 | | Bank of America Corp DE | 1,401,017 | $59,417 | 12/31/2023 | | SPHD | 1,401,017 | $59,417 | 12/31/2023 | | Royal Bank of Canada | 1,345,200 | $57,050 | 12/31/2023 | | SPHD | 1,345,200 | $57,050 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 1,106,843 | $46,941 | 12/31/2023 | | SPHD | 1,106,843 | $46,941 | 12/31/2023 | | Wells Fargo & Company MN | 681,055 | $28,884 | 12/31/2023 | | SPHD | 681,055 | $28,884 | 12/31/2023 | | UBS Group AG | 660,843 | $28,026 | 12/31/2023 | | SPHD | 660,843 | $28,026 | 12/31/2023 | | Franklin Resources Inc. | 633,873 | $26,883 | 12/31/2023 | | SPHD | 633,873 | $26,883 | 12/31/2023 | | JPMorgan Chase & Co. | 550,552 | $23,349 | 12/31/2023 | | SPHD | 550,552 | $23,349 | 12/31/2023 | | Ameriprise Financial Inc. | 530,921 | $22,516 | 12/31/2023 | | SPHD | 530,921 | $22,516 | 12/31/2023 | | Invesco Ltd. | 462,899 | $19,632 | 12/31/2023 | | SPHD | 462,899 | $19,632 | 12/31/2023 | | FMR LLC | 454,990 | $19,296 | 12/31/2023 | | SPHD | 454,990 | $19,296 | 12/31/2023 | | Raymond James & Associates | 351,359 | $15,600 | 03/31/2024 | | SPHD | 351,359 | $15,600 | 03/31/2024 | | Atria Wealth Solutions Inc. | 357,981 | $15,182 | 12/31/2023 | | SPHD | 357,981 | $15,182 | 12/31/2023 | | STA Wealth Management LLC | 355,972 | $15,097 | 12/31/2023 | | SPHD | 355,972 | $15,097 | 12/31/2023 | | Envestnet Asset Management Inc. | 339,012 | $14,378 | 12/31/2023 | | SPHD | 339,012 | $14,378 | 12/31/2023 | | Stifel Financial Corp | 317,485 | $13,464 | 12/31/2023 | | SPHD | 317,485 | $13,464 | 12/31/2023 | | Commonwealth Equity Services LLC | 316,661 | $13,430 | 12/31/2023 | | SPHD | 316,661 | $13,430 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 293,280 | $13,022 | 03/31/2024 | | SPHD | 293,280 | $13,022 | 03/31/2024 | | Equitable Holdings Inc. | 301,729 | $12,796 | 12/31/2023 | | SPHD | 301,729 | $12,796 | 12/31/2023 | | Allworth Financial LP | 261,794 | $11,624 | 03/31/2024 | | SPHD | 261,794 | $11,624 | 03/31/2024 | | Bank of Montreal Can | 267,204 | $11,386 | 12/31/2023 | | SPHD | 267,204 | $11,386 | 12/31/2023 | | Shilanski & Associates Inc. | 214,784 | $9,536 | 03/31/2024 | | SPHD | 214,784 | $9,536 | 03/31/2024 | | Advisor Group Holdings Inc. | 210,618 | $8,934 | 12/31/2023 | | SPHD | 210,618 | $8,934 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 196,861 | $8,741 | 03/31/2024 | | SPHD | 196,861 | $8,741 | 03/31/2024 | | Gunma Bank Ltd. | 190,000 | $8,436 | 03/31/2024 | | SPHD | 190,000 | $8,436 | 03/31/2024 | | David Kennon Inc | 195,239 | $8,280 | 12/31/2023 | | SPHD | 195,239 | $8,280 | 12/31/2023 | | Brookstone Capital Management | 162,946 | $7,235 | 03/31/2024 | | SPHD | 162,946 | $7,235 | 03/31/2024 | | Janney Montgomery Scott LLC | 167,043 | $7,084 | 12/31/2023 | | SPHD | 167,043 | $7,084 | 12/31/2023 | | XML Financial LLC | 163,836 | $6,948 | 12/31/2023 | | SPHD | 163,836 | $6,948 | 12/31/2023 | | Leelyn Smith LLC | 154,098 | $6,535 | 12/31/2023 | | SPHD | 154,098 | $6,535 | 12/31/2023 | | Private Advisor Group LLC | 141,259 | $5,991 | 12/31/2023 | | SPHD | 141,259 | $5,991 | 12/31/2023 | | Northside Capital Management LLC | 132,885 | $5,900 | 03/31/2024 | | SPHD | 132,885 | $5,900 | 03/31/2024 | | AE Wealth Management LLC | 139,358 | $5,900 | 12/31/2023 | | SPHD | 139,358 | $5,900 | 12/31/2023 | | Retirement Financial Solutions LLC | 123,195 | $5,225 | 12/31/2023 | | SPHD | 123,195 | $5,225 | 12/31/2023 | | Truist Financial Corp | 123,026 | $5,218 | 12/31/2023 | | SPHD | 123,026 | $5,218 | 12/31/2023 | | Citadel Advisors LLC | | $4,856 | 12/31/2023 | | SPHD | 91,083 | $3,863 | 12/31/2023 | | Call | 28,100 | $1,192 | 12/31/2023 | | Put | 4,700 | $199 | 12/31/2023 | | Fusion Capital LLC | 114,142 | $4,841 | 12/31/2023 | | SPHD | 114,142 | $4,841 | 12/31/2023 | | GWM Advisors LLC | 111,118 | $4,686 | 12/31/2023 | | SPHD | 111,118 | $4,686 | 12/31/2023 | | Cetera Investment Advisers | 94,765 | $4,019 | 12/31/2023 | | SPHD | 94,765 | $4,019 | 12/31/2023 | | Geneos Wealth Management Inc. | 89,724 | $3,805 | 12/31/2023 | | SPHD | 89,724 | $3,805 | 12/31/2023 | | Capital Investment Advisory Services LLC | 88,476 | $3,752 | 12/31/2023 | | SPHD | 88,476 | $3,752 | 12/31/2023 | | Susquehanna International Group LLP | | $3,664 | 12/31/2023 | | Call | 59,400 | $2,519 | 12/31/2023 | | SPHD | 44,902 | $1,904 | 12/31/2023 | | Put | 17,900 | $759 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 79,625 | $3,535 | 03/31/2024 | | SPHD | 79,625 | $3,535 | 03/31/2024 | | Natixis | 80,592 | $3,418 | 12/31/2023 | | SPHD | 80,592 | $3,418 | 12/31/2023 | | Fortis Group Advisors LLC | 79,968 | $3,375 | 12/31/2023 | | SPHD | 79,968 | $3,375 | 12/31/2023 | | Oppenheimer & Co. Inc. | 77,115 | $3,270 | 12/31/2023 | | SPHD | 77,115 | $3,270 | 12/31/2023 | | Cookson Peirce & Co. Inc. | 73,392 | $3,259 | 03/31/2024 | | SPHD | 73,392 | $3,259 | 03/31/2024 | | Bramshill Investments LLC | 76,804 | $3,257 | 12/31/2023 | | SPHD | 76,804 | $3,257 | 12/31/2023 | | MML Investors Services LLC | 74,842 | $3,174 | 12/31/2023 | | SPHD | 74,842 | $3,174 | 12/31/2023 | | Atria Investments LLC | 71,145 | $3,017 | 12/31/2023 | | SPHD | 71,145 | $3,017 | 12/31/2023 | | Venture Visionary Partners LLC | 67,005 | $2,842 | 12/31/2023 | | SPHD | 67,005 | $2,842 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 62,367 | $2,769 | 03/31/2024 | | SPHD | 62,367 | $2,769 | 03/31/2024 | | Arete Wealth Advisors LLC | 64,653 | $2,742 | 12/31/2023 | | SPHD | 64,653 | $2,742 | 12/31/2023 | | Mariner LLC | 63,489 | $2,693 | 12/31/2023 | | SPHD | 63,489 | $2,693 | 12/31/2023 | | Hilltop Holdings Inc. | 60,671 | $2,573 | 12/31/2023 | | SPHD | 60,671 | $2,573 | 12/31/2023 | | D.A. Davidson & CO. | 60,335 | $2,559 | 12/31/2023 | | SPHD | 60,335 | $2,559 | 12/31/2023 | | Kowal Investment Group LLC | 56,846 | $2,524 | 03/31/2024 | | SPHD | 56,846 | $2,524 | 03/31/2024 | | LM Advisors LLC | 59,060 | $2,505 | 12/31/2023 | | SPHD | 59,060 | $2,505 | 12/31/2023 | | Cetera Advisors LLC | 58,845 | $2,496 | 12/31/2023 | | SPHD | 58,845 | $2,496 | 12/31/2023 | | Cetera Advisor Networks LLC | 54,968 | $2,331 | 12/31/2023 | | SPHD | 54,968 | $2,331 | 12/31/2023 | | Tyche Wealth Partners LLC | 50,284 | $2,233 | 03/31/2024 | | SPHD | 50,284 | $2,233 | 03/31/2024 | | GTS Securities LLC | 49,124 | $2,084 | 12/31/2023 | | SPHD | 49,124 | $2,084 | 12/31/2023 | | Cherry Creek Investment Advisors Inc. | 46,816 | $2,079 | 03/31/2024 | | SPHD | 46,816 | $2,079 | 03/31/2024 | | Arden Trust Co | 42,750 | $1,898 | 03/31/2024 | | SPHD | 42,750 | $1,898 | 03/31/2024 | | Avantax Advisory Services Inc. | 41,730 | $1,770 | 12/31/2023 | | SPHD | 41,730 | $1,770 | 12/31/2023 | | HighTower Advisors LLC | 41,587 | $1,763 | 12/31/2023 | | SPHD | 41,587 | $1,763 | 12/31/2023 | | Delos Wealth Advisors LLC | 41,298 | $1,751 | 12/31/2023 | | SPHD | 41,298 | $1,751 | 12/31/2023 | | Absolute Capital Management LLC | 40,319 | $1,710 | 12/31/2023 | | SPHD | 40,319 | $1,710 | 12/31/2023 | | Tower Research Capital LLC TRC | 40,264 | $1,708 | 12/31/2023 | | SPHD | 40,264 | $1,708 | 12/31/2023 | | Capital Wealth Alliance LLC | 38,754 | $1,644 | 12/31/2023 | | SPHD | 38,754 | $1,644 | 12/31/2023 | | GSA Capital Partners LLP | 36,652 | $1,554 | 12/31/2023 | | SPHD | 36,652 | $1,554 | 12/31/2023 | | Kestra Advisory Services LLC | 32,409 | $1,374 | 12/31/2023 | | SPHD | 32,409 | $1,374 | 12/31/2023 | | RDA Financial Network | 29,162 | $1,295 | 03/31/2024 | | SPHD | 29,162 | $1,295 | 03/31/2024 | | Sawtooth Solutions LLC | 30,458 | $1,292 | 12/31/2023 | | SPHD | 30,458 | $1,292 | 12/31/2023 | | Change Path LLC | 29,074 | $1,233 | 12/31/2023 | | SPHD | 29,074 | $1,233 | 12/31/2023 | | Meritage Portfolio Management | 29,058 | $1,232 | 12/31/2023 | | SPHD | 29,058 | $1,232 | 12/31/2023 | | SILVER OAK SECURITIES Inc | 28,953 | $1,228 | 12/31/2023 | | SPHD | 28,953 | $1,228 | 12/31/2023 | | Investors Research Corp | 28,680 | $1,216 | 12/31/2023 | | SPHD | 28,680 | $1,216 | 12/31/2023 | | Patten & Patten Inc. TN | 27,475 | $1,165 | 12/31/2023 | | SPHD | 27,475 | $1,165 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 26,317 | $1,116 | 12/31/2023 | | SPHD | 26,317 | $1,116 | 12/31/2023 | | Stratos Wealth Partners LTD. | 24,626 | $1,093 | 03/31/2024 | | SPHD | 24,626 | $1,093 | 03/31/2024 | | Simplicity Wealth LLC | 24,563 | $1,091 | 03/31/2024 | | SPHD | 24,563 | $1,091 | 03/31/2024 | | Summit Financial Wealth Advisors LLC | 25,737 | $1,091 | 12/31/2023 | | SPHD | 25,737 | $1,091 | 12/31/2023 | | Coulter & Justus Financial Services LLC | 24,685 | $1,047 | 12/31/2023 | | SPHD | 24,685 | $1,047 | 12/31/2023 | | Clarity Capital Partners LLC | 24,672 | $1,046 | 12/31/2023 | | SPHD | 24,672 | $1,046 | 12/31/2023 | | RVW Wealth LLC | 23,479 | $1,042 | 03/31/2024 | | SPHD | 23,479 | $1,042 | 03/31/2024 | | Parallel Advisors LLC | 24,203 | $1,026 | 12/31/2023 | | SPHD | 24,203 | $1,026 | 12/31/2023 | | International Assets Investment Management LLC | 22,912 | $1,013 | 03/31/2024 | | SPHD | 22,912 | $1,013 | 03/31/2024 | | Jane Street Group LLC | 23,864 | $1,012 | 12/31/2023 | | SPHD | 23,864 | $1,012 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 23,700 | $1,005 | 12/31/2023 | | SPHD | 23,700 | $1,005 | 12/31/2023 | | Global Assets Advisory LLC | 22,100 | $981 | 03/31/2024 | | SPHD | 22,100 | $981 | 03/31/2024 | | Benjamin F. Edwards & Company Inc. | 22,918 | $972 | 12/31/2023 | | SPHD | 22,918 | $972 | 12/31/2023 | | Global Retirement Partners LLC | 21,802 | $968 | 03/31/2024 | | SPHD | 21,802 | $968 | 03/31/2024 | | Empirical Asset Management LLC | 22,772 | $966 | 12/31/2023 | | SPHD | 22,772 | $966 | 12/31/2023 | | FinTrust Capital Advisors LLC | 22,494 | $954 | 12/31/2023 | | SPHD | 22,494 | $954 | 12/31/2023 | | Integrated Wealth Concepts LLC | 22,459 | $952 | 12/31/2023 | | SPHD | 22,459 | $952 | 12/31/2023 | | Qube Research & Technologies Ltd | 22,382 | $949 | 12/31/2023 | | SPHD | 22,382 | $949 | 12/31/2023 | | Magnus Financial Group LLC | 22,241 | $943 | 12/31/2023 | | SPHD | 22,241 | $943 | 12/31/2023 | | AlphaCore Capital LLC | 21,886 | $928 | 12/31/2023 | | SPHD | 21,886 | $928 | 12/31/2023 | | Patten Group Inc. | 20,780 | $923 | 03/31/2024 | | SPHD | 20,780 | $923 | 03/31/2024 | | Mutual Advisors LLC | 21,567 | $915 | 12/31/2023 | | SPHD | 21,567 | $915 | 12/31/2023 | | Lmcg Investments LLC | 21,466 | $910 | 12/31/2023 | | SPHD | 21,466 | $910 | 12/31/2023 | | IMS Capital Management | 21,151 | $897 | 12/31/2023 | | SPHD | 21,151 | $897 | 12/31/2023 | | Haverford Trust Co. | 20,800 | $882 | 12/31/2023 | | SPHD | 20,800 | $882 | 12/31/2023 | | L.M. Kohn & Company | 19,670 | $873 | 03/31/2024 | | SPHD | 19,670 | $873 | 03/31/2024 | | Prospera Financial Services Inc | 20,251 | $859 | 12/31/2023 | | SPHD | 20,251 | $859 | 12/31/2023 | | Park Edge Advisors LLC | 18,990 | $843 | 03/31/2024 | | SPHD | 18,990 | $843 | 03/31/2024 | | TrueWealth Advisors LLC | 18,962 | $842 | 03/31/2024 | | SPHD | 18,962 | $842 | 03/31/2024 | | Tocqueville Asset Management L.P. | 19,862 | $842 | 12/31/2023 | | SPHD | 19,862 | $842 | 12/31/2023 | | StrategIQ Financial Group LLC | 19,823 | $841 | 12/31/2023 | | SPHD | 19,823 | $841 | 12/31/2023 | | McLean Asset Management Corp | 18,984 | $840 | 03/31/2024 | | SPHD | 18,984 | $840 | 03/31/2024 | | Prudential Financial Inc. | 19,790 | $839 | 12/31/2023 | | SPHD | 19,790 | $839 | 12/31/2023 | | DAVENPORT & Co LLC | 19,767 | $838 | 12/31/2023 | | SPHD | 19,767 | $838 | 12/31/2023 | | Gladstone Institutional Advisory LLC | 18,078 | $767 | 12/31/2023 | | SPHD | 18,078 | $767 | 12/31/2023 | | Private Trust Co. NA | 17,236 | $765 | 03/31/2024 | | SPHD | 17,236 | $765 | 03/31/2024 | | J.W. Cole Advisors Inc. | 17,636 | $748 | 12/31/2023 | | SPHD | 17,636 | $748 | 12/31/2023 | | Fifth Third Securities Inc. | 16,826 | $747 | 03/31/2024 | | SPHD | 16,826 | $747 | 03/31/2024 | | HBW Advisory Services LLC | 17,251 | $732 | 03/31/2024 | | SPHD | 17,251 | $732 | 03/31/2024 | | Sfmg LLC | 17,011 | $721 | 12/31/2023 | | SPHD | 17,011 | $721 | 12/31/2023 | | Lifeworks Advisors LLC | 16,840 | $714 | 12/31/2023 | | SPHD | 16,840 | $714 | 12/31/2023 | | Cornerstone Wealth Management LLC | 15,980 | $710 | 03/31/2024 | | SPHD | 15,980 | $710 | 03/31/2024 | | Bleakley Financial Group LLC | 16,500 | $700 | 12/31/2023 | | SPHD | 16,500 | $700 | 12/31/2023 | | Lincoln National Corp | 16,170 | $686 | 12/31/2023 | | SPHD | 16,170 | $686 | 12/31/2023 | | Western Wealth Management LLC | 15,679 | $665 | 12/31/2023 | | SPHD | 15,679 | $665 | 12/31/2023 | | IAM Advisory LLC | 14,832 | $659 | 03/31/2024 | | SPHD | 14,832 | $659 | 03/31/2024 | | Quadcap Wealth Management LLC | 15,058 | $639 | 12/31/2023 | | SPHD | 15,058 | $639 | 12/31/2023 | | Renaissance Technologies LLC | 14,700 | $623 | 12/31/2023 | | SPHD | 14,700 | $623 | 12/31/2023 | | Curbstone Financial Management Corp | 13,600 | $604 | 03/31/2024 | | SPHD | 13,600 | $604 | 03/31/2024 | | Focus Financial Network Inc. ADV | 14,010 | $594 | 12/31/2023 | | SPHD | 14,010 | $594 | 12/31/2023 | | Capital Analysts LLC | 13,828 | $587 | 12/31/2023 | | SPHD | 13,828 | $587 | 12/31/2023 | | Curran Financial Partners LLC | 13,995 | $580 | 12/31/2023 | | SPHD | 13,995 | $580 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 13,623 | $577 | 12/31/2023 | | SPHD | 13,623 | $577 | 12/31/2023 | | Colonial River Wealth Management LLC | 13,499 | $572 | 12/31/2023 | | SPHD | 13,499 | $572 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 13,431 | $565 | 12/31/2023 | | SPHD | 13,431 | $565 | 12/31/2023 | | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 13,000 | $551 | 12/31/2023 | | SPHD | 13,000 | $551 | 12/31/2023 | | First Heartland Consultants Inc. | 12,585 | $534 | 12/31/2023 | | SPHD | 12,585 | $534 | 12/31/2023 | | Shulman DeMeo Asset Management LLC | 11,880 | $527 | 03/31/2024 | | SPHD | 11,880 | $527 | 03/31/2024 | | PFG Investments LLC | 11,469 | $509 | 03/31/2024 | | SPHD | 11,469 | $509 | 03/31/2024 | | EPG Wealth Management LLC | 12,368 | $509 | 12/31/2023 | | SPHD | 12,368 | $509 | 12/31/2023 | | Sigma Planning Corp | 11,783 | $500 | 12/31/2023 | | SPHD | 11,783 | $500 | 12/31/2023 | | Daiwa Securities Group Inc. | 11,800 | $500 | 12/31/2023 | | SPHD | 11,800 | $500 | 12/31/2023 | | HB Wealth Management LLC | 11,636 | $494 | 12/31/2023 | | SPHD | 11,636 | $494 | 12/31/2023 | | Financial Advocates Investment Management | 11,328 | $480 | 12/31/2023 | | SPHD | 11,328 | $480 | 12/31/2023 | | Cary Street Partners Investment Advisory LLC | 11,188 | $474 | 12/31/2023 | | SPHD | 11,188 | $474 | 12/31/2023 | | Atomi Financial Group Inc. | 11,183 | $474 | 12/31/2023 | | SPHD | 11,183 | $474 | 12/31/2023 | | HRT Financial LP | 11,087 | $470 | 12/31/2023 | | SPHD | 11,087 | $470 | 12/31/2023 | | Advisory Services Network LLC | 11,084 | $470 | 12/31/2023 | | SPHD | 11,084 | $470 | 12/31/2023 | | Sunbelt Securities Inc. | 10,397 | $462 | 03/31/2024 | | SPHD | 10,397 | $462 | 03/31/2024 | | RE Dickinson Investment Advisors LLC | 10,535 | $447 | 12/31/2023 | | SPHD | 10,535 | $447 | 12/31/2023 | | NCM Capital Management LLC | 10,412 | $442 | 12/31/2023 | | SPHD | 10,412 | $442 | 12/31/2023 | | NBC Securities Inc. | 9,937 | $441 | 03/31/2024 | | SPHD | 9,937 | $441 | 03/31/2024 | | Credit Suisse AG | 10,337 | $438 | 12/31/2023 | | SPHD | 10,337 | $438 | 12/31/2023 | | Mitchell Mcleod Pugh & Williams Inc. | 10,284 | $436 | 12/31/2023 | | SPHD | 10,284 | $436 | 12/31/2023 | | Financial Insights Inc. | 9,765 | $434 | 03/31/2024 | | SPHD | 9,765 | $434 | 03/31/2024 | | Advisory Alpha LLC | 10,152 | $431 | 12/31/2023 | | SPHD | 10,152 | $431 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 10,034 | $426 | 12/31/2023 | | SPHD | 10,034 | $426 | 12/31/2023 | | Win Advisors Inc. | 9,577 | $425 | 03/31/2024 | | SPHD | 9,577 | $425 | 03/31/2024 | | Joseph P. Lucia & Associates LLC | 10,011 | $425 | 12/31/2023 | | SPHD | 10,011 | $425 | 12/31/2023 | | Ameritas Advisory Services LLC | 9,693 | $407 | 12/31/2023 | | SPHD | 9,693 | $407 | 12/31/2023 | | Newbridge Financial Services Group Inc. | 9,027 | $401 | 03/31/2024 | | SPHD | 9,027 | $401 | 03/31/2024 | | Signature Estate & Investment Advisors LLC | 9,438 | $400 | 12/31/2023 | | SPHD | 9,438 | $400 | 12/31/2023 | | Essex Financial Services Inc. | 8,795 | $390 | 03/31/2024 | | SPHD | 8,795 | $390 | 03/31/2024 | | Coastal Investment Advisors Inc. | 8,719 | $387 | 03/31/2024 | | SPHD | 8,719 | $387 | 03/31/2024 | | Orion Portfolio Solutions LLC | 8,819 | $382 | 12/31/2023 | | SPHD | 8,819 | $382 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 8,789 | $373 | 12/31/2023 | | SPHD | 8,789 | $373 | 12/31/2023 | | IFP Advisors Inc | 8,537 | $362 | 12/31/2023 | | SPHD | 8,537 | $362 | 12/31/2023 | | Baird Financial Group Inc. | 8,498 | $360 | 12/31/2023 | | SPHD | 8,498 | $360 | 12/31/2023 | | Second Half Financial Partners LLC | 8,224 | $349 | 12/31/2023 | | SPHD | 8,224 | $349 | 12/31/2023 | | Crescent Grove Advisors LLC | 8,180 | $347 | 12/31/2023 | | SPHD | 8,180 | $347 | 12/31/2023 | | Waterloo Capital L.P. | 8,141 | $345 | 12/31/2023 | | SPHD | 8,141 | $345 | 12/31/2023 | | National Asset Management Inc. | 8,118 | $344 | 12/31/2023 | | SPHD | 8,118 | $344 | 12/31/2023 | | Cerity Partners LLC | 7,849 | $333 | 12/31/2023 | | SPHD | 7,849 | $333 | 12/31/2023 | | Perigon Wealth Management LLC | 7,828 | $332 | 12/31/2023 | | SPHD | 7,828 | $332 | 12/31/2023 | | Apollon Financial LLC | 7,374 | $313 | 12/31/2023 | | SPHD | 7,374 | $313 | 12/31/2023 | | CWM LLC | 7,025 | $312 | 03/31/2024 | | SPHD | 7,025 | $312 | 03/31/2024 | | Fundamentun LLC | 7,000 | $311 | 03/31/2024 | | SPHD | 7,000 | $311 | 03/31/2024 | | Proequities Inc. | 7,324 | $311 | 12/31/2023 | | SPHD | 7,324 | $311 | 12/31/2023 | | Level Four Advisory Services LLC | 7,045 | $299 | 12/31/2023 | | SPHD | 7,045 | $299 | 12/31/2023 | | Oppenheimer Asset Management Inc. | 7,026 | $298 | 12/31/2023 | | SPHD | 7,026 | $298 | 12/31/2023 | | Wealth Alliance | 6,991 | $297 | 12/31/2023 | | SPHD | 6,991 | $297 | 12/31/2023 | | Sykon Capital LLC | 7,009 | $297 | 12/31/2023 | | SPHD | 7,009 | $297 | 12/31/2023 | | Olistico Wealth LLC | 6,561 | $291 | 03/31/2024 | | SPHD | 6,561 | $291 | 03/31/2024 | | Concurrent Investment Advisors LLC | 6,820 | $289 | 12/31/2023 | | SPHD | 6,820 | $289 | 12/31/2023 | | Raymond James Trust N.A. | 6,415 | $285 | 03/31/2024 | | SPHD | 6,415 | $285 | 03/31/2024 | | Merit Financial Group LLC | 6,709 | $285 | 12/31/2023 | | SPHD | 6,709 | $285 | 12/31/2023 | | Capital CS Group LLC | 6,317 | $280 | 03/31/2024 | | SPHD | 6,317 | $280 | 03/31/2024 | | BOS Asset Management LLC | 6,362 | $270 | 12/31/2023 | | SPHD | 6,362 | $270 | 12/31/2023 | | IFG Advisory LLC | 6,220 | $264 | 12/31/2023 | | SPHD | 6,220 | $264 | 12/31/2023 | | Herold Advisors Inc. | 6,171 | $262 | 12/31/2023 | | SPHD | 6,171 | $262 | 12/31/2023 | | Harmony Asset Management LLC | 6,179 | $262 | 12/31/2023 | | SPHD | 6,179 | $262 | 12/31/2023 | | Pacific Sun Financial Corp | 6,110 | $259 | 12/31/2023 | | SPHD | 6,110 | $259 | 12/31/2023 | | Interactive Financial Advisors | 6,008 | $255 | 12/31/2023 | | SPHD | 6,008 | $255 | 12/31/2023 | | Comerica Bank | 5,919 | $251 | 12/31/2023 | | SPHD | 5,919 | $251 | 12/31/2023 | | First Foundation Advisors | 5,798 | $246 | 12/31/2023 | | SPHD | 5,798 | $246 | 12/31/2023 | | First Personal Financial Services | 5,765 | $244 | 12/31/2023 | | SPHD | 5,765 | $244 | 12/31/2023 | | M&T Bank Corp | 5,672 | $241 | 12/31/2023 | | SPHD | 5,672 | $241 | 12/31/2023 | | Pinnacle Family Advisors LLC | 5,549 | $235 | 12/31/2023 | | SPHD | 5,549 | $235 | 12/31/2023 | | Focus Financial Network Inc. | 5,499 | $234 | 03/31/2024 | | SPHD | 5,499 | $234 | 03/31/2024 | | US Bancorp DE | 5,471 | $232 | 12/31/2023 | | SPHD | 5,471 | $232 | 12/31/2023 | | Vima LLC | 5,423 | $230 | 12/31/2023 | | SPHD | 5,423 | $230 | 12/31/2023 | | Northern Trust Corp | 5,299 | $225 | 12/31/2023 | | SPHD | 5,299 | $225 | 12/31/2023 | | Two Sigma Securities LLC | 5,288 | $224 | 12/31/2023 | | SPHD | 5,288 | $224 | 12/31/2023 | | Meridian Wealth Advisors LLC | 5,250 | $223 | 12/31/2023 | | SPHD | 5,250 | $223 | 12/31/2023 | | Buckingham Strategic Partners | 5,261 | $223 | 12/31/2023 | | SPHD | 5,261 | $223 | 12/31/2023 | | Smith Moore & CO. | 5,181 | $220 | 12/31/2023 | | SPHD | 5,181 | $220 | 12/31/2023 | | Creative Planning | 5,160 | $219 | 12/31/2023 | | SPHD | 5,160 | $219 | 12/31/2023 | | Fifth Third Bancorp | 4,841 | $215 | 03/31/2024 | | SPHD | 4,841 | $215 | 03/31/2024 | | Capital Advisors Wealth Management LLC | 4,779 | $212 | 03/31/2024 | | SPHD | 4,779 | $212 | 03/31/2024 | | Capital Advisors Ltd. LLC | 4,751 | $211 | 03/31/2024 | | SPHD | 4,751 | $211 | 03/31/2024 | | SeaCrest Wealth Management LLC | 4,740 | $210 | 03/31/2024 | | SPHD | 4,740 | $210 | 03/31/2024 | | Money Concepts Capital Corp | 4,957 | $210 | 12/31/2023 | | SPHD | 4,957 | $210 | 12/31/2023 | | S&T Bank | 4,949 | $210 | 12/31/2023 | | SPHD | 4,949 | $210 | 12/31/2023 | | Farther Finance Advisors LLC | 4,954 | $210 | 12/31/2023 | | SPHD | 4,954 | $210 | 12/31/2023 | | Gradient Investments LLC | 4,705 | $209 | 03/31/2024 | | SPHD | 4,705 | $209 | 03/31/2024 | | AFT Forsyth & Company Inc. | 4,937 | $209 | 12/31/2023 | | SPHD | 4,937 | $209 | 12/31/2023 | | Cozad Asset Management Inc. | 4,910 | $208 | 12/31/2023 | | SPHD | 4,910 | $208 | 12/31/2023 | | Apollon Wealth Management LLC | 4,899 | $208 | 12/31/2023 | | SPHD | 4,899 | $208 | 12/31/2023 | | Captrust Financial Advisors | 4,775 | $202 | 12/31/2023 | | SPHD | 4,775 | $202 | 12/31/2023 | | Lido Advisors LLC | 4,741 | $201 | 12/31/2023 | | SPHD | 4,741 | $201 | 12/31/2023 | | Citigroup Inc. | 4,724 | $200 | 12/31/2023 | | SPHD | 4,724 | $200 | 12/31/2023 | | Harbour Investments Inc. | 4,543 | $193 | 12/31/2023 | | SPHD | 4,543 | $193 | 12/31/2023 | | ORG Partners LLC | 4,500 | $191 | 12/31/2023 | | SPHD | 4,500 | $191 | 12/31/2023 | | The PNC Financial Services Group Inc. | 4,418 | $187 | 12/31/2023 | | SPHD | 4,418 | $187 | 12/31/2023 | | GPS Wealth Strategies Group LLC | 4,001 | $170 | 12/31/2023 | | SPHD | 4,001 | $170 | 12/31/2023 | | Glenmede Trust Co. NA | 3,781 | $160 | 12/31/2023 | | SPHD | 3,781 | $160 | 12/31/2023 | | Retirement Group LLC | 3,570 | $151 | 12/31/2023 | | SPHD | 3,570 | $151 | 12/31/2023 | | Spire Wealth Management | 2,969 | $132 | 03/31/2024 | | SPHD | 2,969 | $132 | 03/31/2024 | | Provident Wealth Management LLC | 2,683 | $119 | 03/31/2024 | | SPHD | 2,683 | $119 | 03/31/2024 | | Migdal Insurance & Financial Holdings Ltd. | 2,800 | $119 | 12/31/2023 | | SPHD | 2,800 | $119 | 12/31/2023 | | Tyler Stone Wealth Management | 2,750 | $117 | 12/31/2023 | | SPHD | 2,750 | $117 | 12/31/2023 | | Register Financial Advisors LLC | 2,483 | $110 | 03/31/2024 | | SPHD | 2,483 | $110 | 03/31/2024 | | Blair William & Co. IL | 2,563 | $109 | 12/31/2023 | | SPHD | 2,563 | $109 | 12/31/2023 | | AdvisorNet Financial Inc | 2,268 | $101 | 03/31/2024 | | SPHD | 2,268 | $101 | 03/31/2024 | | Sugarloaf Wealth Management LLC | 2,150 | $95 | 03/31/2024 | | SPHD | 2,150 | $95 | 03/31/2024 | | Principal Securities Inc. | 2,245 | $95 | 12/31/2023 | | SPHD | 2,245 | $95 | 12/31/2023 | | MCF Advisors LLC | 2,125 | $94 | 03/31/2024 | | SPHD | 2,125 | $94 | 03/31/2024 | | Insight Financial Services | 2,090 | $93 | 03/31/2024 | | SPHD | 2,090 | $93 | 03/31/2024 | | Tsfg LLC | 2,001 | $89 | 03/31/2024 | | SPHD | 2,001 | $89 | 03/31/2024 | | HBC Financial Services PLLC | 2,000 | $84 | 12/31/2023 | | SPHD | 2,000 | $84 | 12/31/2023 | | Optimum Investment Advisors | 1,853 | $82 | 03/31/2024 | | SPHD | 1,853 | $82 | 03/31/2024 | | Thompson Investment Management Inc. | 1,800 | $80 | 03/31/2024 | | SPHD | 1,800 | $80 | 03/31/2024 | | Cedar Wealth Management LLC | 1,610 | $68 | 12/31/2023 | | SPHD | 1,610 | $68 | 12/31/2023 | | Bellevue Asset Management LLC | 1,553 | $66 | 12/31/2023 | | SPHD | 1,553 | $66 | 12/31/2023 | | Bogart Wealth LLC | 1,457 | $65 | 03/31/2024 | | SPHD | 1,457 | $65 | 03/31/2024 | | Aptus Capital Advisors LLC | 1,527 | $65 | 12/31/2023 | | SPHD | 1,527 | $65 | 12/31/2023 | | TD Waterhouse Canada Inc. | 1,520 | $64 | 12/31/2023 | | SPHD | 1,520 | $64 | 12/31/2023 | | Johnson Financial Group Inc. | 1,407 | $60 | 12/31/2023 | | SPHD | 1,407 | $60 | 12/31/2023 | | MGB Wealth Management LLC | 1,424 | $60 | 12/31/2023 | | SPHD | 1,424 | $60 | 12/31/2023 | | Guardian Wealth Advisors LLC NC | 1,375 | $58 | 12/31/2023 | | SPHD | 1,375 | $58 | 12/31/2023 | | Financial Perspectives Inc | 1,226 | $54 | 03/31/2024 | | SPHD | 1,226 | $54 | 03/31/2024 | | Tidemark LLC | 1,207 | $51 | 12/31/2023 | | SPHD | 1,207 | $51 | 12/31/2023 | | Future Financial Wealth Managment LLC | 1,102 | $49 | 03/31/2024 | | SPHD | 1,102 | $49 | 03/31/2024 | | Nalls Sherbakoff Group LLC | 820 | $35 | 12/31/2023 | | SPHD | 820 | $35 | 12/31/2023 | | Financial Freedom LLC | 728 | $32 | 03/31/2024 | | SPHD | 728 | $32 | 03/31/2024 | | Creekmur Asset Management LLC | 712 | $30 | 12/31/2023 | | SPHD | 712 | $30 | 12/31/2023 | | Carmichael Hill & Associates Inc. | 625 | $28 | 03/31/2024 | | SPHD | 625 | $28 | 03/31/2024 | | Hazlett Burt & Watson Inc. | 670 | $28 | 12/31/2023 | | SPHD | 670 | $28 | 12/31/2023 | | Tradition Wealth Management LLC | 606 | $26 | 12/31/2023 | | SPHD | 606 | $26 | 12/31/2023 | | Westside Investment Management Inc. | 560 | $25 | 03/31/2024 | | SPHD | 560 | $25 | 03/31/2024 | | Trust Co | 530 | $24 | 03/31/2024 | | SPHD | 530 | $24 | 03/31/2024 | | Archer Investment Corp | 550 | $23 | 12/31/2023 | | SPHD | 550 | $23 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 500 | $21 | 12/31/2023 | | SPHD | 500 | $21 | 12/31/2023 | | Key Financial Inc | 500 | $21 | 12/31/2023 | | SPHD | 500 | $21 | 12/31/2023 | | Mascoma Wealth Management LLC | 451 | $19 | 12/31/2023 | | SPHD | 451 | $19 | 12/31/2023 | | Y.D. More Investments Ltd | 415 | $18 | 12/31/2023 | | SPHD | 415 | $18 | 12/31/2023 | | EverSource Wealth Advisors LLC | 400 | $17 | 12/31/2023 | | SPHD | 400 | $17 | 12/31/2023 | | Castleview Partners LLC | 310 | $13 | 12/31/2023 | | SPHD | 310 | $13 | 12/31/2023 | | Psagot Value Holdings Ltd. Israel | 303 | $13 | 12/31/2023 | | SPHD | 303 | $13 | 12/31/2023 | | Strategic Investment Solutions Inc. IL | 300 | $13 | 12/31/2023 | | SPHD | 300 | $13 | 12/31/2023 | | City Holding Co. | 270 | $12 | 03/31/2024 | | SPHD | 270 | $12 | 03/31/2024 | | Valley National Advisers Inc. | 288 | $12 | 03/31/2024 | | SPHD | 288 | $12 | 03/31/2024 | | Pacifica Partners Inc. | 250 | $11 | 03/31/2024 | | SPHD | 250 | $11 | 03/31/2024 | | Ameritas Investment Partners Inc. | 255 | $11 | 12/31/2023 | | SPHD | 255 | $11 | 12/31/2023 | | Assetmark Inc. | 259 | $11 | 12/31/2023 | | SPHD | 259 | $11 | 12/31/2023 | | Ancora Advisors LLC | 268 | $11 | 12/31/2023 | | SPHD | 268 | $11 | 12/31/2023 | | Pacific Capital Wealth Advisors Inc. | 232 | $10 | 12/31/2023 | | SPHD | 232 | $10 | 12/31/2023 | | Coppell Advisory Solutions LLC | 235 | $10 | 12/31/2023 | | SPHD | 235 | $10 | 12/31/2023 | | Cutler Group LP | | $9 | 03/31/2024 | | SPHD | 200 | $9 | 03/31/2024 | | Call | 100 | $0 | 03/31/2024 | | CVA Family Office LLC | 200 | $9 | 03/31/2024 | | SPHD | 200 | $9 | 03/31/2024 | | IAG Wealth Partners LLC | 198 | $9 | 03/31/2024 | | SPHD | 198 | $9 | 03/31/2024 | | Gables Capital Management Inc. | 166 | $7 | 12/31/2023 | | SPHD | 166 | $7 | 12/31/2023 | | Abich Financial Wealth Management LLC | 170 | $7 | 12/31/2023 | | SPHD | 170 | $7 | 12/31/2023 | | Townsend Asset Management Corp NC ADV | 150 | $6 | 12/31/2023 | | SPHD | 150 | $6 | 12/31/2023 | | Baystate Wealth Management LLC | 148 | $6 | 12/31/2023 | | SPHD | 148 | $6 | 12/31/2023 | | AllSquare Wealth Management LLC | 118 | $5 | 12/31/2023 | | SPHD | 118 | $5 | 12/31/2023 | | Glassman Wealth Services | 120 | $5 | 12/31/2023 | | SPHD | 120 | $5 | 12/31/2023 | | Farmers & Merchants Trust Co of Chambersburg PA | 100 | $4 | 12/31/2023 | | SPHD | 100 | $4 | 12/31/2023 | | Avion Wealth | 100 | $4 | 12/31/2023 | | SPHD | 100 | $4 | 12/31/2023 | | Beacon Capital Management LLC | 100 | $4 | 12/31/2023 | | SPHD | 100 | $4 | 12/31/2023 | | Moisand Fitzgerald Tamayo LLC | 74 | $3 | 03/31/2024 | | SPHD | 74 | $3 | 03/31/2024 | | Chilton Capital Management LLC | 59 | $3 | 12/31/2023 | | SPHD | 59 | $3 | 12/31/2023 | | NewSquare Capital LLC | 57 | $2 | 12/31/2023 | | SPHD | 57 | $2 | 12/31/2023 | | JJJ Advisors Inc. | 26 | $1 | 03/31/2024 | | SPHD | 26 | $1 | 03/31/2024 | | Rosenberg Matthew Hamilton | 19 | $1 | 03/31/2024 | | SPHD | 19 | $1 | 03/31/2024 | | DHJJ Financial Advisors Ltd. | 25 | $1 | 03/31/2024 | | SPHD | 25 | $1 | 03/31/2024 | | SRS Capital Advisors Inc. | 28 | $1 | 12/31/2023 | | SPHD | 28 | $1 | 12/31/2023 | | Larson Financial Group LLC | 25 | $1 | 12/31/2023 | | SPHD | 25 | $1 | 12/31/2023 | | Hollencrest Capital Management | 3 | $0 | 12/31/2023 | | SPHD | 3 | $0 | 12/31/2023 | | Signaturefd LLC | 6 | $0 | 12/31/2023 | | SPHD | 6 | $0 | 12/31/2023 | | Front Row Advisors LLC | 3 | $0 | 12/31/2023 | | SPHD | 3 | $0 | 12/31/2023 | | Semmax Financial Advisors Inc. | 1 | $0 | 12/31/2023 | | SPHD | 1 | $0 | 12/31/2023 | | Atlantic Edge Private Wealth Management LLC | 4 | $0 | 12/31/2023 | | SPHD | 4 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SPHD
See Details: Top 10 Hedge Funds Holding SPHD
Also See: SPHD Holdings Changes
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