Holdings Channel
Quotes delayed 20 minutes

Funds Holding SPTL
HolderAmountPosition Size
($ in 1000's)
 As of
State Street Corp13,797,538$566,113 09/30/2019
     SPTL13,797,538$566,113 09/30/2019
Lockheed Martin Investment Management Co.2,300,000$94,369 09/30/2019
     SPTL2,300,000$94,369 09/30/2019
Envestnet Asset Management Inc.1,833,451$75,226 09/30/2019
     SPTL1,833,451$75,226 09/30/2019
Charles Schwab Investment Advisory Inc.1,483,847$60,883 09/30/2019
     SPTL1,483,847$60,883 09/30/2019
Advisor Group Inc.767,541$31,491 09/30/2019
     SPTL767,541$31,491 09/30/2019
LPL Financial LLC635,986$26,095 09/30/2019
     SPTL635,986$26,095 09/30/2019
Peak Capital Management LLC629,833$25,011 12/31/2019
     SPTL629,833$25,011 12/31/2019
Financial Engines Advisors L.L.C.555,381$22,787 09/30/2019
     SPTL555,381$22,787 09/30/2019
Wells Fargo & Company MN538,498$22,095 09/30/2019
     SPTL538,498$22,095 09/30/2019
Strategic Wealth Advisors Group LLC500,599$20,573 09/30/2019
     SPTL500,599$20,573 09/30/2019
Krilogy Financial LLC424,147$17,403 09/30/2019
     SPTL424,147$17,403 09/30/2019
Morgan Stanley413,713$16,974 09/30/2019
     SPTL413,713$16,974 09/30/2019
First Heartland Consultants Inc.372,288$15,275 09/30/2019
     SPTL372,288$15,275 09/30/2019
Financial Advisory Group322,010$13,212 09/30/2019
     SPTL322,010$13,212 09/30/2019
Tradewinds Capital Management LLC314,761$12,915 09/30/2019
     SPTL314,761$12,915 09/30/2019
Pinnacle Financial Partners Inc.253,955$10,420 09/30/2019
     SPTL253,955$10,420 09/30/2019
Guggenheim Capital LLC252,630$10,365 09/30/2019
     SPTL252,630$10,365 09/30/2019
Citigroup Inc.232,104$9,523 09/30/2019
     SPTL232,104$9,523 09/30/2019
Knowledge Leaders Capital LLC217,388$8,919 09/30/2019
     SPTL217,388$8,919 09/30/2019
McAdam LLC219,560$8,534 12/31/2019
     SPTL219,560$8,534 12/31/2019
BlackRock Inc.203,065$8,332 09/30/2019
     SPTL203,065$8,332 09/30/2019
Clarus Wealth Advisors190,690$7,824 12/31/2019
     SPTL190,690$7,824 12/31/2019
Stadion Money Management LLC176,928$7,259 09/30/2019
     SPTL176,928$7,259 09/30/2019
FormulaFolio Investments LLC185,725$7,219 12/31/2019
     SPTL185,725$7,219 12/31/2019
Sawtooth Solutions LLC165,465$6,789 09/30/2019
     SPTL165,465$6,789 09/30/2019
Formidable Asset Management LLC160,293$6,577 09/30/2019
     SPTL160,293$6,577 09/30/2019
S. R. Schill & Associates149,276$6,125 09/30/2019
     SPTL149,276$6,125 09/30/2019
AE Wealth Management LLC147,015$5,714 12/31/2019
     SPTL147,015$5,714 12/31/2019
Compass Ion Advisors LLC146,113$5,679 12/31/2019
     SPTL146,113$5,679 12/31/2019
Jane Street Group LLC136,257$5,591 09/30/2019
     SPTL136,257$5,591 09/30/2019
AdvisorNet Financial Inc124,436$5,106 09/30/2019
     SPTL124,436$5,106 09/30/2019
SeaCrest Wealth Management LLC129,876$5,048 12/31/2019
     SPTL129,876$5,048 12/31/2019
Westover Capital Advisors LLC116,790$4,792 09/30/2019
     SPTL116,790$4,792 09/30/2019
Bank of America Corp DE116,172$4,767 09/30/2019
     SPTL116,172$4,767 09/30/2019
Wealthsource Partners LLC107,794$4,423 09/30/2019
     SPTL107,794$4,423 09/30/2019
Aveo Capital Partners LLC109,620$4,366 09/30/2019
     SPTL109,620$4,366 09/30/2019
IFP Advisors Inc110,919$4,365 12/31/2019
     SPTL110,919$4,365 12/31/2019
UBS Group AG98,465$4,040 09/30/2019
     SPTL98,465$4,040 09/30/2019
Royal Bank of Canada95,331$3,912 09/30/2019
     SPTL95,331$3,912 09/30/2019
Billeaud Capital Management Inc.98,307$3,821 12/31/2019
     SPTL98,307$3,821 12/31/2019
Cetera Advisors LLC91,775$3,771 09/30/2019
     SPTL91,775$3,771 09/30/2019
Atria Investments LLC91,671$3,761 09/30/2019
     SPTL91,671$3,761 09/30/2019
Savior LLC94,761$3,683 12/31/2019
     SPTL94,761$3,683 12/31/2019
SCS Capital Management LLC88,430$3,628 09/30/2019
     SPTL88,430$3,628 09/30/2019
Cooper Financial Group86,382$3,358 12/31/2019
     SPTL86,382$3,358 12/31/2019
Raymond James Financial Services Advisors Inc.81,840$3,358 09/30/2019
     SPTL81,840$3,358 09/30/2019
Centaurus Financial Inc.81,220$3,332 09/30/2019
     SPTL81,220$3,332 09/30/2019
Wealthcare Capital Management LLC80,835$3,317 09/30/2019
     SPTL80,835$3,317 09/30/2019
Paulson Wealth Management Inc.82,463$3,269 12/31/2019
     SPTL82,463$3,269 12/31/2019
AlphaStar Capital Management LLC74,722$3,066 09/30/2019
     SPTL74,722$3,066 09/30/2019
Cabana LLC70,655$2,899 09/30/2019
     SPTL70,655$2,899 09/30/2019
Gainplan LLC70,156$2,727 12/31/2019
     SPTL70,156$2,727 12/31/2019
Beaumont Financial Partners LLC63,745$2,615 09/30/2019
     SPTL63,745$2,615 09/30/2019
Strategic Advisors LLC63,200$2,593 09/30/2019
     SPTL63,200$2,593 09/30/2019
Cambridge Investment Research Advisors Inc.61,259$2,513 09/30/2019
     SPTL61,259$2,513 09/30/2019
Genesee Capital Advisors LLC62,987$2,448 12/31/2019
     SPTL62,987$2,448 12/31/2019
Centric Wealth Management59,715$2,321 12/31/2019
     SPTL59,715$2,321 12/31/2019
Mercer Global Advisors Inc. ADV54,178$2,222 09/30/2019
     SPTL54,178$2,222 09/30/2019
Bank of New York Mellon Corp49,265$2,021 09/30/2019
     SPTL49,265$2,021 09/30/2019
Alexandria Capital LLC48,822$2,003 09/30/2019
     SPTL48,822$2,003 09/30/2019
Ladenburg Thalmann Financial Services Inc.42,242$1,733 09/30/2019
     SPTL42,242$1,733 09/30/2019
First Trust Advisors LP42,018$1,724 09/30/2019
     SPTL42,018$1,724 09/30/2019
Keel Point LLC40,979$1,681 09/30/2019
     SPTL40,979$1,681 09/30/2019
Swaine & Leidel Wealth Services LLC40,083$1,645 09/30/2019
     SPTL40,083$1,645 09/30/2019
Pinkerton Retirement Specialists LLC37,968$1,558 09/30/2019
     SPTL37,968$1,558 09/30/2019
Raymond James & Associates36,005$1,477 09/30/2019
     SPTL36,005$1,477 09/30/2019
Ameriprise Financial Inc.35,871$1,472 09/30/2019
     SPTL35,871$1,472 09/30/2019
Cedar Brook Financial Partners LLC31,480$1,292 09/30/2019
     SPTL31,480$1,292 09/30/2019
Baird Financial Group Inc.31,263$1,283 09/30/2019
     SPTL31,263$1,283 09/30/2019
Cetera Advisor Networks LLC30,236$1,237 09/30/2019
     SPTL30,236$1,237 09/30/2019
Ausdal Financial Partners Inc.29,639$1,216 09/30/2019
     SPTL29,639$1,216 09/30/2019
JPMorgan Chase & Co.27,337$1,121 09/30/2019
     SPTL27,337$1,121 09/30/2019
Change Path LLC25,626$1,052 09/30/2019
     SPTL25,626$1,052 09/30/2019
GeoWealth Management LLC24,759$1,015 09/30/2019
     SPTL24,759$1,015 09/30/2019
Sowell Financial Services LLC24,667$1,012 09/30/2019
     SPTL24,667$1,012 09/30/2019
Valmark Advisers Inc.23,539$966 09/30/2019
     SPTL23,539$966 09/30/2019
Renaissance Technologies LLC23,000$944 09/30/2019
     SPTL23,000$944 09/30/2019
Stifel Financial Corp22,313$911 09/30/2019
     SPTL22,313$911 09/30/2019
Pinnacle Advisory Group Inc.22,208$911 09/30/2019
     SPTL22,208$911 09/30/2019
GenWealth Group Inc.20,551$798 12/31/2019
     SPTL20,551$798 12/31/2019
Mutual Advisors LLC19,101$784 09/30/2019
     SPTL19,101$784 09/30/2019
RFG Advisory LLC17,680$687 12/31/2019
     SPTL17,680$687 12/31/2019
Lucia Wealth Services LLC16,659$648 12/31/2019
     SPTL16,659$648 12/31/2019
Insight 2811 Inc.14,891$611 09/30/2019
     SPTL14,891$611 09/30/2019
Citadel Advisors LLC13,562$556 09/30/2019
     SPTL13,562$556 09/30/2019
CWM LLC11,882$488 09/30/2019
     SPTL11,882$488 09/30/2019
Affinity Wealth Management LLC11,604$476 09/30/2019
     SPTL11,604$476 09/30/2019
Bellecapital International Ltd.11,364$466 09/30/2019
     SPTL11,364$466 09/30/2019
Wedbush Securities Inc.11,930$464 12/31/2019
     SPTL11,930$464 12/31/2019
Belpointe Asset Management LLC11,085$455 09/30/2019
     SPTL11,085$455 09/30/2019
AJ Wealth Strategies LLC10,370$425 09/30/2019
     SPTL10,370$425 09/30/2019
Money Design Co. Ltd.10,606$417 12/31/2019
     SPTL10,606$417 12/31/2019
First Allied Advisory Services Inc.9,714$394 09/30/2019
     SPTL9,714$394 09/30/2019
Friedenthal Financial9,417$386 09/30/2019
     SPTL9,417$386 09/30/2019
NEXT Financial Group Inc9,912$385 12/31/2019
     SPTL9,912$385 12/31/2019
Diligent Investors LLC9,806$381 12/31/2019
     SPTL9,806$381 12/31/2019
Global Trust Asset Management LLC9,200$377 09/30/2019
     SPTL9,200$377 09/30/2019
BB&T Securities LLC9,148$376 09/30/2019
     SPTL9,148$376 09/30/2019
Synovus Financial Corp7,881$324 09/30/2019
     SPTL7,881$324 09/30/2019
Leicht Financial Planning & Wealth Management Inc.7,757$302 12/31/2019
     SPTL7,757$302 12/31/2019
Patriot Financial Group Insurance Agency LLC7,554$294 12/31/2019
     SPTL7,554$294 12/31/2019
Paradigm Financial Partners LLC6,973$289 09/30/2019
     SPTL6,973$289 09/30/2019
Two Sigma Securities LLC6,539$268 09/30/2019
     SPTL6,539$268 09/30/2019
MML Investors Services LLC6,365$261 09/30/2019
     SPTL6,365$261 09/30/2019
LifePlan Financial Group Inc6,624$257 12/31/2019
     SPTL6,624$257 12/31/2019
Stone House Investment Management LLC6,014$234 12/31/2019
     SPTL6,014$234 12/31/2019
Berkshire Asset Management LLC PA5,515$226 09/30/2019
     SPTL5,515$226 09/30/2019
Creative Planning5,494$225 09/30/2019
     SPTL5,494$225 09/30/2019
Accurate Investment Solutions Inc.5,659$220 12/31/2019
     SPTL5,659$220 12/31/2019
Financial Gravity Wealth Inc.4,865$200 09/30/2019
     SPTL4,865$200 09/30/2019
Blair William & Co. IL2,165$162 09/30/2019
     SPTL2,165$162 09/30/2019
Private Capital Group LLC2,962$122 09/30/2019
     SPTL2,962$122 09/30/2019
Penserra Capital Management LLC2,964$121 09/30/2019
     SPTL2,964$121 09/30/2019
Capital Analysts LLC2,894$118 09/30/2019
     SPTL2,894$118 09/30/2019
Parkside Financial Bank & Trust2,629$108 09/30/2019
     SPTL2,629$108 09/30/2019
PNC Financial Services Group Inc.2,393$98 09/30/2019
     SPTL2,393$98 09/30/2019
Assetmark Inc.2,324$95 09/30/2019
     SPTL2,324$95 09/30/2019
FMR LLC1,716$70 09/30/2019
     SPTL1,716$70 09/30/2019
Transamerica Financial Advisors Inc.1,284$53 09/30/2019
     SPTL1,284$53 09/30/2019
Proequities Inc.1,209$50 09/30/2019
     SPTL1,209$50 09/30/2019
Fifth Third Bancorp861$35 09/30/2019
     SPTL861$35 09/30/2019
Global Retirement Partners LLC887$34 12/31/2019
     SPTL887$34 12/31/2019
Joseph P. Lucia & Associates LLC880$34 12/31/2019
     SPTL880$34 12/31/2019
Golden State Wealth Management LLC817$34 09/30/2019
     SPTL817$34 09/30/2019
Hudock Capital Group LLC650$25 12/31/2019
     SPTL650$25 12/31/2019
MUFG Americas Holdings Corp618$25 09/30/2019
     SPTL618$25 09/30/2019
Spectrum Management Group Inc.600$25 09/30/2019
     SPTL600$25 09/30/2019
Capital Investment Advisory Services LLC572$23 09/30/2019
     SPTL572$23 09/30/2019
Advisory Services Network LLC552$22 09/30/2019
     SPTL552$22 09/30/2019
IndexIQ Advisors LLC472$19 09/30/2019
     SPTL472$19 09/30/2019
Tower Research Capital LLC TRC 400$16 09/30/2019
     SPTL400$16 09/30/2019
Global Financial Private Capital Inc230$9 09/30/2019
     SPTL230$9 09/30/2019
Northwestern Mutual Wealth Management Co.190$8 09/30/2019
     SPTL190$8 09/30/2019
Emerald Investment Partners LLC187$8 09/30/2019
     SPTL187$8 09/30/2019
Ellis Investment Partners LLC156$6 12/31/2019
     SPTL156$6 12/31/2019
Versant Capital Management Inc159$6 09/30/2019
     SPTL159$6 09/30/2019
JFS Wealth Advisors LLC129$5 09/30/2019
     SPTL129$5 09/30/2019
First PREMIER Bank104$4 12/31/2019
     SPTL104$4 12/31/2019
Creative Financial Designs Inc. ADV86$3 12/31/2019
     SPTL86$3 12/31/2019
Aspire Private Capital LLC46$2 09/30/2019
     SPTL46$2 09/30/2019
Silicon Hills Wealth Management LLC44$1 12/31/2019
     SPTL44$1 12/31/2019
Mycio Wealth Partners LLC4$0 09/30/2019
     SPTL4$0 09/30/2019
Fulcrum Equity Management5$0 09/30/2019
     SPTL5$0 09/30/2019

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

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