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|
|
This page summarizes the SPG holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether SPG is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SPG Share Count |
|---|
| Prestige Wealth Management Group LLC |
18 |
3,925 |
+3,907 |
+21705.56% |
| Stratos Wealth Partners LTD. |
2,722 |
11,548 |
+8,826 |
+324.25% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
214 |
585 |
+371 |
+173.36% |
| Red Cedar Investment Management LLC |
7,234 |
18,664 |
+11,430 |
+158.00% |
| Rise Advisors LLC |
111 |
273 |
+162 |
+145.95% |
| Vanderbilt University |
13,784 |
33,670 |
+19,886 |
+144.27% |
| Diversified Trust Co |
4,699 |
10,852 |
+6,153 |
+130.94% |
| Ritholtz Wealth Management |
3,492 |
7,943 |
+4,451 |
+127.46% |
| Cutler Group LP |
549 |
1,152 |
+603 |
+109.84% |
| Kingswood Wealth Advisors LLC |
1,679 |
3,082 |
+1,403 |
+83.56% |
| Renaissance Group LLC |
2,404 |
4,121 |
+1,717 |
+71.42% |
| Summit Trail Advisors LLC |
2,153 |
3,664 |
+1,511 |
+70.18% |
| Robeco Institutional Asset Management B.V. |
188,079 |
302,974 |
+114,895 |
+61.09% |
| PFG Investments LLC |
2,061 |
3,232 |
+1,171 |
+56.82% |
| Kessler Investment Group LLC |
1,744 |
2,724 |
+980 |
+56.19% |
| Hennion & Walsh Asset Management Inc. |
2,879 |
4,455 |
+1,576 |
+54.74% |
| Alpha Cubed Investments LLC |
2,285 |
3,245 |
+960 |
+42.01% |
| Presima Inc. |
18,647 |
26,127 |
+7,480 |
+40.11% |
| Jamison Private Wealth Management Inc. |
5,665 |
7,754 |
+2,089 |
+36.88% |
| Allworth Financial LP |
795 |
1,075 |
+280 |
+35.22% |
| Mission Wealth Management LP |
1,789 |
2,407 |
+618 |
+34.54% |
| Venturi Wealth Management LLC |
209 |
272 |
+63 |
+30.14% |
| TFC Financial Management |
11 |
14 |
+3 |
+27.27% |
| Pensionfund Sabic |
23,606 |
29,606 |
+6,000 |
+25.42% |
| Regions Financial Corp |
1,988 |
2,403 |
+415 |
+20.88% |
| Costello Asset Management INC |
51 |
60 |
+9 |
+17.65% |
| Sage Mountain Advisors LLC |
1,470 |
1,692 |
+222 |
+15.10% |
| Center for Financial Planning Inc. |
76 |
87 |
+11 |
+14.47% |
| Raymond James Trust N.A. |
5,819 |
6,654 |
+835 |
+14.35% |
| First Dallas Securities Inc. |
3,000 |
3,400 |
+400 |
+13.33% |
| Veriti Management LLC |
9,339 |
10,537 |
+1,198 |
+12.83% |
| Los Angeles Capital Management & Equity Research Inc. |
4,043 |
4,524 |
+481 |
+11.90% |
| Vicus Capital |
1,844 |
2,061 |
+217 |
+11.77% |
| GAMMA Investing LLC |
2,620 |
2,921 |
+301 |
+11.49% |
| Raymond James Financial Services Advisors Inc. |
59,141 |
65,654 |
+6,513 |
+11.01% |
| Gilman Hill Asset Management LLC |
4,551 |
5,026 |
+475 |
+10.44% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
73,917 |
81,217 |
+7,300 |
+9.88% |
| Brookstone Capital Management |
12,761 |
13,991 |
+1,230 |
+9.64% |
| Pensionfund DSM Netherlands |
54,708 |
59,708 |
+5,000 |
+9.14% |
| Ballentine Partners LLC |
3,922 |
4,238 |
+316 |
+8.06% |
| CWM LLC |
6,914 |
7,459 |
+545 |
+7.88% |
| Valeo Financial Advisors LLC |
8,769 |
9,452 |
+683 |
+7.79% |
| Pinnacle Associates Ltd. |
2,198 |
2,358 |
+160 |
+7.28% |
| Signet Financial Management LLC |
10,984 |
11,733 |
+749 |
+6.82% |
| AdvisorNet Financial Inc |
165 |
176 |
+11 |
+6.67% |
| Kovack Advisors Inc. |
1,967 |
2,070 |
+103 |
+5.24% |
| Massmutual Trust Co. FSB ADV |
1,008 |
1,059 |
+51 |
+5.06% |
| Strategic Advocates LLC |
2,914 |
3,059 |
+145 |
+4.98% |
| Checchi Capital Advisers LLC |
5,465 |
5,735 |
+270 |
+4.94% |
| Sound Income Strategies LLC |
86,689 |
90,764 |
+4,075 |
+4.70% |
| UMB Bank N A MO |
2,096 |
2,193 |
+97 |
+4.63% |
| Park Avenue Securities LLC |
13,569 |
14,186 |
+617 |
+4.55% |
| Capital Advisors Inc. OK |
259,978 |
270,175 |
+10,197 |
+3.92% |
| Hutchens & Kramer Investment Management Group LLC |
2,450 |
2,545 |
+95 |
+3.88% |
| CAPROCK Group Inc. |
3,564 |
3,699 |
+135 |
+3.79% |
| O ROURKE & COMPANY Inc |
2,597 |
2,694 |
+97 |
+3.74% |
| Assenagon Asset Management S.A. |
6,476 |
6,713 |
+237 |
+3.66% |
| Raymond James & Associates |
255,743 |
264,624 |
+8,881 |
+3.47% |
| Allspring Global Investments Holdings LLC |
277,034 |
284,865 |
+7,831 |
+2.83% |
| Van ECK Associates Corp |
134,346 |
138,009 |
+3,663 |
+2.73% |
| Natixis Advisors L.P. |
164,928 |
169,309 |
+4,381 |
+2.66% |
| Carmel Capital Partners LLC |
6,719 |
6,897 |
+178 |
+2.65% |
| Wedmont Private Capital |
5,687 |
5,835 |
+148 |
+2.60% |
| All Season Financial Advisors Inc. |
1,799 |
1,843 |
+44 |
+2.45% |
| North Star Investment Management Corp. |
1,730 |
1,771 |
+41 |
+2.37% |
| Private Advisor Group LLC |
23,184 |
23,730 |
+546 |
+2.36% |
| Lederer & Associates Investment Counsel CA |
2,938 |
3,007 |
+69 |
+2.35% |
| Portside Wealth Group LLC |
3,541 |
3,623 |
+82 |
+2.32% |
| Lindbrook Capital LLC |
1,649 |
1,682 |
+33 |
+2.00% |
| Capital Advisors Ltd. LLC |
266 |
271 |
+5 |
+1.88% |
| Joel Isaacson & Co. LLC |
3,396 |
3,456 |
+60 |
+1.77% |
| SYSTM Wealth Solutions LLC |
855 |
870 |
+15 |
+1.75% |
| Phocas Financial Corp. |
13,619 |
13,853 |
+234 |
+1.72% |
| First Citizens Bank & Trust Co. |
10,093 |
10,256 |
+163 |
+1.61% |
| Marino Stram & Associates LLC |
6,202 |
6,295 |
+93 |
+1.50% |
| GHP Investment Advisors Inc. |
336 |
341 |
+5 |
+1.49% |
| Premier Path Wealth Partners LLC |
10,537 |
10,643 |
+106 |
+1.01% |
| Strategic Advisors LLC |
6,800 |
6,868 |
+68 |
+1.00% |
| Fifth Third Bancorp |
26,279 |
26,516 |
+237 |
+0.90% |
| DekaBank Deutsche Girozentrale |
251,882 |
254,087 |
+2,205 |
+0.88% |
| Everett Harris & Co. CA |
48,551 |
48,961 |
+410 |
+0.84% |
| Gulf International Bank UK Ltd |
26,814 |
27,026 |
+212 |
+0.79% |
| Wealthfront Advisers LLC |
56,818 |
57,261 |
+443 |
+0.78% |
| Private Capital Management LLC |
2,506 |
2,525 |
+19 |
+0.76% |
| State of Alaska Department of Revenue |
189,700 |
190,938 |
+1,238 |
+0.65% |
| Miracle Mile Advisors LLC |
9,600 |
9,661 |
+61 |
+0.64% |
| CVA Family Office LLC |
624 |
627 |
+3 |
+0.48% |
| Market Street Wealth Management Advisors LLC |
2,827 |
2,840 |
+13 |
+0.46% |
| Mather Group LLC. |
3,066 |
3,079 |
+13 |
+0.42% |
| Czech National Bank |
57,139 |
57,344 |
+205 |
+0.36% |
| Legacy Wealth Asset Management LLC |
11,908 |
11,940 |
+32 |
+0.27% |
| Cornerstone Wealth Management LLC |
1,668 |
1,672 |
+4 |
+0.24% |
| Congress Wealth Management LLC DE |
3,635 |
3,642 |
+7 |
+0.19% |
| Welch Group LLC |
2,509 |
2,513 |
+4 |
+0.16% |
| Vert Asset Management LLC |
132,586 |
132,775 |
+189 |
+0.14% |
| Retirement Systems of Alabama |
487,829 |
487,860 |
+31 |
+0.01% |
| Lodestone Wealth Management LLC |
19,802 |
19,804 |
+2 |
+0.01% |
| 13F Filers Reporting New Positions In SPG |
|---|
| Silicon Valley Capital Partners |
0 |
0 |
UNCH |
100% |
| Godsey & Gibb Associates |
0 |
50 |
+50 |
+100% |
| Westend Capital Management LLC |
0 |
540 |
+540 |
+100% |
| Indiana Trust & Investment Management CO |
0 |
265 |
+265 |
+100% |
| Northwest Investment Counselors LLC |
0 |
56 |
+56 |
+100% |
| Aspiriant LLC |
0 |
7,281 |
+7,281 |
+100% |
| YHB Investment Advisors Inc. |
0 |
99 |
+99 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
2,141 |
+2,141 |
+100% |
| Krane Funds Advisors LLC |
0 |
3,240 |
+3,240 |
+100% |
| Verity & Verity LLC |
0 |
5,662 |
+5,662 |
+100% |
| Riverview Trust Co |
0 |
129 |
+129 |
+100% |
| Roble Belko & Company Inc |
0 |
3,000 |
+3,000 |
+100% |
| Radnor Capital Management LLC |
0 |
8,004 |
+8,004 |
+100% |
| Legacy Advisors LLC |
0 |
1,308 |
+1,308 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
20,538 |
+20,538 |
+100% |
| Kathmere Capital Management LLC |
0 |
1,409 |
+1,409 |
+100% |
| CFM Wealth Partners LLC |
0 |
3,803 |
+3,803 |
+100% |
| LifeSteps Financial Inc. |
0 |
100 |
+100 |
+100% |
| HighMark Wealth Management LLC |
0 |
17 |
+17 |
+100% |
| Jackson Square Capital LLC |
0 |
3,274 |
+3,274 |
+100% |
| Piscataqua Savings Bank |
0 |
8 |
+8 |
+100% |
| Strategic Financial Concepts LLC |
0 |
2,510 |
+2,510 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
3,602 |
+3,602 |
+100% |
| Activest Wealth Management |
0 |
155 |
+155 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
56 |
+56 |
+100% |
| Simplicity Wealth LLC |
0 |
5,997 |
+5,997 |
+100% |
| Global Assets Advisory LLC |
0 |
26,245 |
+26,245 |
+100% |
| Western Financial Corp CA |
0 |
5,866 |
+5,866 |
+100% |
| Trifecta Capital Advisors LLC |
0 |
75 |
+75 |
+100% |
| Register Financial Advisors LLC |
0 |
829 |
+829 |
+100% |
| Breakwater Capital Group |
0 |
1,376 |
+1,376 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
69 |
+69 |
+100% |
| Norden Group LLC |
0 |
2,398 |
+2,398 |
+100% |
| Financial Synergies Wealth Advisors Inc. |
0 |
7 |
+7 |
+100% |
| Diversify Advisory Services LLC |
0 |
3,870 |
+3,870 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Rockland Trust Co. |
2,050 |
2,050 |
UNCH |
0.00% |
| Rowland & Co. Investment Counsel ADV |
1,000 |
1,000 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
491 |
491 |
UNCH |
0.00% |
| Walter & Keenan Financial Consulting Co. MI ADV |
2,178 |
2,178 |
UNCH |
0.00% |
| State of Michigan Retirement System |
101,649 |
101,649 |
UNCH |
0.00% |
| First National Bank |
1,528 |
1,528 |
UNCH |
0.00% |
| Carret Asset Management LLC |
12,953 |
12,953 |
UNCH |
0.00% |
| Conning Inc. |
2,668 |
2,668 |
UNCH |
0.00% |
| Affinity Wealth Management LLC |
2,171 |
2,171 |
UNCH |
0.00% |
| Valley Forge Investment Consultants Inc. ADV |
1,879 |
1,879 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
5,279 |
5,279 |
UNCH |
0.00% |
| Moody Lynn & Lieberson LLC |
2,500 |
2,500 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
203,734 |
203,734 |
UNCH |
0.00% |
| Edmp Inc. |
2,696 |
2,696 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
17,500 |
17,500 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
155 |
155 |
UNCH |
0.00% |
| Adirondack Trust Co. |
66 |
66 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
3,079 |
3,079 |
UNCH |
0.00% |
| First National Bank Sioux Falls |
2,965 |
2,965 |
UNCH |
0.00% |
| Moody National Bank Trust Division |
2,259 |
2,259 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
153 |
153 |
UNCH |
0.00% |
| Mogy Joel R Investment Counsel Inc. |
2,825 |
2,825 |
UNCH |
0.00% |
| First United Bank Trust |
113 |
113 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
598 |
598 |
UNCH |
0.00% |
| American National Bank |
312 |
312 |
UNCH |
0.00% |
| MeadowBrook Investment Advisors LLC |
2 |
2 |
UNCH |
0.00% |
| Pacific Heights Asset Management LLC |
100,000 |
100,000 |
UNCH |
0.00% |
| Financial Sense Advisors Inc. |
2,500 |
2,500 |
UNCH |
0.00% |
| Merrion Investment Management Co LLC |
3,000 |
3,000 |
UNCH |
0.00% |
| Adams Asset Advisors LLC |
5,789 |
5,789 |
UNCH |
0.00% |
| Benjamin Edwards Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
3,100 |
3,100 |
UNCH |
0.00% |
| Asset Dedication LLC |
73 |
73 |
UNCH |
0.00% |
| Silverleafe Capital Partners LLC |
2,400 |
2,400 |
UNCH |
0.00% |
| Alta Advisers Ltd |
1,000 |
1,000 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
554 |
554 |
UNCH |
0.00% |
| Macroview Investment Management LLC |
5 |
5 |
UNCH |
0.00% |
| Murphy Pohlad Asset Management LLC |
4,536 |
4,536 |
UNCH |
0.00% |
| First Horizon Advisors Inc. |
1,471 |
1,471 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
52 |
52 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
12 |
12 |
UNCH |
0.00% |
| Private Ocean LLC |
109 |
109 |
UNCH |
0.00% |
| MCF Advisors LLC |
22 |
22 |
UNCH |
0.00% |
| Schnieders Capital Management LLC |
2,498 |
2,498 |
UNCH |
0.00% |
| Barry Investment Advisors LLC |
1,634 |
1,634 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
3,178 |
3,178 |
UNCH |
0.00% |
| Steele Capital Management Inc. |
2,230 |
2,230 |
UNCH |
0.00% |
| McMahon Financial Advisors LLC |
2,700 |
2,700 |
UNCH |
0.00% |
| Sloy Dahl & Holst LLC |
1,680 |
1,680 |
UNCH |
0.00% |
| Bogart Wealth LLC |
72 |
72 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
310 |
310 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
40 |
40 |
UNCH |
0.00% |
| Versant Capital Management Inc |
30 |
30 |
UNCH |
0.00% |
| Silvant Capital Management LLC |
821 |
821 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
500 |
500 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
21,500 |
21,500 |
UNCH |
0.00% |
| KG&L Capital Management LLC |
12,281 |
12,281 |
UNCH |
0.00% |
| PSI Advisors LLC |
244 |
244 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
25,250 |
25,250 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
125 |
125 |
UNCH |
0.00% |
| SkyOak Wealth LLC |
1,784 |
1,784 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
863 |
863 |
UNCH |
0.00% |
| Concord Wealth Partners |
632 |
632 |
UNCH |
0.00% |
| TrueWealth Advisors LLC |
7,260 |
7,260 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
1 |
1 |
UNCH |
0.00% |
| Howard Capital Management Group LLC |
1,490 |
1,490 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
412 |
412 |
UNCH |
0.00% |
| Ameliora Wealth Management Ltd. |
400 |
400 |
UNCH |
0.00% |
| GHE LLC |
3,652 |
3,652 |
UNCH |
0.00% |
| Red Tortoise LLC |
23 |
23 |
UNCH |
0.00% |
| Autumn Glory Partners LLC |
2,710 |
2,710 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
1,755 |
1,755 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
75 |
75 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
33 |
33 |
UNCH |
0.00% |
| Financial Freedom LLC |
293 |
293 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
345 |
345 |
UNCH |
0.00% |
| Portman Square Capital LLP |
3,599 |
3,599 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
2,019 |
2,019 |
UNCH |
0.00% |
| PFS Partners LLC |
500 |
500 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
73 |
73 |
UNCH |
0.00% |
| Planning Capital Management Corp |
16 |
16 |
UNCH |
0.00% |
| 13F Filers Decreasing SPG Share Count |
|---|
| Hexagon Capital Partners LLC |
665 |
65 |
-600 |
-90.23% |
| Grove Bank & Trust |
174 |
24 |
-150 |
-86.21% |
| Summit Global Investments |
6,227 |
1,614 |
-4,613 |
-74.08% |
| Cullinan Associates Inc. |
5,720 |
1,650 |
-4,070 |
-71.15% |
| Cantor Fitzgerald Investment Adviser L.P. |
180,485 |
64,670 |
-115,815 |
-64.17% |
| MV Capital Management Inc. |
1,144 |
544 |
-600 |
-52.45% |
| Webster Bank N. A. |
420 |
200 |
-220 |
-52.38% |
| Soltis Investment Advisors LLC |
41,745 |
22,978 |
-18,767 |
-44.96% |
| First Financialcorp IN |
748 |
426 |
-322 |
-43.05% |
| KMG Fiduciary Partners LLC |
2,218 |
1,394 |
-824 |
-37.15% |
| Zurcher Kantonalbank Zurich Cantonalbank |
306,179 |
199,690 |
-106,489 |
-34.78% |
| New England Research & Management Inc. |
10,525 |
6,880 |
-3,645 |
-34.63% |
| Griffin Asset Management Inc. |
4,625 |
3,032 |
-1,593 |
-34.44% |
| Sequoia Financial Advisors LLC |
6,034 |
4,090 |
-1,944 |
-32.22% |
| PFG Private Wealth Management LLC |
25 |
17 |
-8 |
-32.00% |
| MBL Wealth LLC |
10,211 |
7,226 |
-2,985 |
-29.23% |
| Financial Management Professionals Inc. |
88 |
66 |
-22 |
-25.00% |
| Principal Financial Group Inc. |
1,719,797 |
1,291,590 |
-428,207 |
-24.90% |
| Tower Bridge Advisors |
17,000 |
12,800 |
-4,200 |
-24.71% |
| International Assets Investment Management LLC |
6,454 |
5,000 |
-1,454 |
-22.53% |
| Salem Investment Counselors Inc. |
563 |
438 |
-125 |
-22.20% |
| JFS Wealth Advisors LLC |
14 |
11 |
-3 |
-21.43% |
| Benjamin F. Edwards & Company Inc. |
4,741 |
3,728 |
-1,013 |
-21.37% |
| Bruce G. Allen Investments LLC |
286 |
225 |
-61 |
-21.33% |
| Harbor Investment Advisory LLC |
2,668 |
2,118 |
-550 |
-20.61% |
| Perpetual Ltd |
20,530 |
16,420 |
-4,110 |
-20.02% |
| Factory Mutual Insurance Co. |
196,592 |
160,592 |
-36,000 |
-18.31% |
| Capital Investment Advisors LLC |
3,132 |
2,566 |
-566 |
-18.07% |
| Amalgamated Bank |
81,942 |
67,902 |
-14,040 |
-17.13% |
| DNB Asset Management AS |
63,615 |
52,742 |
-10,873 |
-17.09% |
| Gradient Investments LLC |
36 |
30 |
-6 |
-16.67% |
| Foster & Motley Inc. |
4,458 |
3,723 |
-735 |
-16.49% |
| HB Wealth Management LLC |
4,768 |
4,009 |
-759 |
-15.92% |
| Augustine Asset Management Inc. |
2,123 |
1,791 |
-332 |
-15.64% |
| Cambridge Investment Research Advisors Inc. |
39,858 |
33,688 |
-6,170 |
-15.48% |
| Opinicus Capital Inc. |
3,455 |
2,985 |
-470 |
-13.60% |
| Wealth Enhancement Advisory Services LLC |
34,608 |
30,428 |
-4,180 |
-12.08% |
| Ninety One SA PTY Ltd |
4,705 |
4,149 |
-556 |
-11.82% |
| Clarius Group LLC |
10,013 |
8,853 |
-1,160 |
-11.58% |
| OFI Invest Asset Management |
4,130 |
3,673 |
-457 |
-11.07% |
| Atlas Capital Advisors LLC |
305 |
274 |
-31 |
-10.16% |
| Arlington Trust Co LLC |
259 |
233 |
-26 |
-10.04% |
| Park Place Capital Corp |
722 |
650 |
-72 |
-9.97% |
| Commonwealth Equity Services LLC |
117,713 |
106,244 |
-11,469 |
-9.74% |
| B&I Capital AG |
118,980 |
108,230 |
-10,750 |
-9.04% |
| Financial Management Network Inc. |
19,231 |
17,570 |
-1,661 |
-8.64% |
| Naviter Wealth LLC |
25,115 |
23,041 |
-2,074 |
-8.26% |
| tru Independence LLC |
49,940 |
45,930 |
-4,010 |
-8.03% |
| Securian Asset Management Inc |
20,608 |
19,192 |
-1,416 |
-6.87% |
| Childress Capital Advisors LLC |
1,742 |
1,624 |
-118 |
-6.77% |
| Optimum Investment Advisors |
3,729 |
3,479 |
-250 |
-6.70% |
| Greystone Financial Group LLC |
41,203 |
38,484 |
-2,719 |
-6.60% |
| Exchange Traded Concepts LLC |
57,111 |
53,351 |
-3,760 |
-6.58% |
| First Hawaiian Bank |
4,924 |
4,609 |
-315 |
-6.40% |
| Sumitomo Life Insurance Co. |
5,430 |
5,086 |
-344 |
-6.34% |
| Stock Yards Bank & Trust Co. |
2,134 |
2,000 |
-134 |
-6.28% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,586,176 |
1,497,696 |
-88,480 |
-5.58% |
| Tritonpoint Wealth LLC |
3,804 |
3,598 |
-206 |
-5.42% |
| Brown Advisory Inc. |
6,381 |
6,041 |
-340 |
-5.33% |
| Trust Co |
2,581 |
2,453 |
-128 |
-4.96% |
| Perigon Wealth Management LLC |
6,475 |
6,167 |
-308 |
-4.76% |
| CENTRAL TRUST Co |
1,350 |
1,287 |
-63 |
-4.67% |
| Cascade Investment Advisors Inc. |
12,293 |
11,728 |
-565 |
-4.60% |
| Adell Harriman & Carpenter Inc. |
19,490 |
18,593 |
-897 |
-4.60% |
| RMR Wealth Builders |
2,370 |
2,266 |
-104 |
-4.39% |
| Gateway Investment Advisers LLC |
2,391 |
2,289 |
-102 |
-4.27% |
| Alpha Omega Wealth Management LLC |
47,271 |
45,259 |
-2,012 |
-4.26% |
| NBC Securities Inc. |
2,795 |
2,679 |
-116 |
-4.15% |
| Hartford Investment Management Co. |
21,955 |
21,089 |
-866 |
-3.94% |
| Glass Jacobson Investment Advisors llc |
2,777 |
2,677 |
-100 |
-3.60% |
| Louisiana State Employees Retirement System |
19,700 |
19,000 |
-700 |
-3.55% |
| New Mexico Educational Retirement Board |
16,995 |
16,395 |
-600 |
-3.53% |
| Ridgewood Investments LLC |
1,739 |
1,679 |
-60 |
-3.45% |
| Octavia Wealth Advisors LLC |
2,648 |
2,557 |
-91 |
-3.44% |
| Ausdal Financial Partners Inc. |
5,901 |
5,701 |
-200 |
-3.39% |
| Private Trust Co. NA |
272 |
263 |
-9 |
-3.31% |
| California Public Employees Retirement System |
619,003 |
599,846 |
-19,157 |
-3.09% |
| Jeppson Wealth Management LLC |
10,297 |
9,981 |
-316 |
-3.07% |
| Bank of New York Mellon Corp |
2,616,774 |
2,542,372 |
-74,402 |
-2.84% |
| West Paces Advisors Inc. |
142 |
138 |
-4 |
-2.82% |
| Global Retirement Partners LLC |
823 |
801 |
-22 |
-2.67% |
| InTrack Investment Management Inc |
3,168 |
3,088 |
-80 |
-2.53% |
| Steel Peak Wealth Management LLC |
6,267 |
6,115 |
-152 |
-2.43% |
| Monument Capital Management |
5,191 |
5,070 |
-121 |
-2.33% |
| CORDA Investment Management LLC. |
238,323 |
233,253 |
-5,070 |
-2.13% |
| Yousif Capital Management LLC |
56,827 |
56,029 |
-798 |
-1.40% |
| New York State Teachers Retirement System |
360,729 |
355,803 |
-4,926 |
-1.37% |
| Future Financial Wealth Managment LLC |
6,806 |
6,722 |
-84 |
-1.23% |
| IFM Investors Pty Ltd |
64,585 |
63,799 |
-786 |
-1.22% |
| Sage Investment Advisers LLC |
2,930 |
2,896 |
-34 |
-1.16% |
| Thompson Investment Management Inc. |
1,146 |
1,134 |
-12 |
-1.05% |
| Valley National Advisers Inc. |
308 |
305 |
-3 |
-0.97% |
| Cigna Investments Inc. New |
3,500 |
3,469 |
-31 |
-0.89% |
| Greenleaf Trust |
9,569 |
9,492 |
-77 |
-0.80% |
| Nilsine Partners LLC |
2,283 |
2,268 |
-15 |
-0.66% |
| Capasso Planning Partners LLC |
1,431 |
1,422 |
-9 |
-0.63% |
| Grassi Investment Management |
23,216 |
23,070 |
-146 |
-0.63% |
| Stratos Wealth Advisors LLC |
2,521 |
2,507 |
-14 |
-0.56% |
| Douglas Lane & Associates LLC |
256,953 |
255,539 |
-1,414 |
-0.55% |
| Oliver Luxxe Assets LLC |
28,769 |
28,611 |
-158 |
-0.55% |
| Kinneret Advisory LLC |
7,405 |
7,382 |
-23 |
-0.31% |
| Sapient Capital LLC |
280,206 |
279,715 |
-491 |
-0.18% |
| Manchester Financial Inc. |
2,068 |
2,066 |
-2 |
-0.10% |
| 13F Filers Exiting SPG |
|---|
| Turtle Creek Wealth Advisors LLC |
520 |
0 |
-520 |
-100.00% |
| Constitution Capital LLC |
1,506 |
0 |
-1,506 |
-100.00% |
| Tennessee Valley Asset Management Partners |
321 |
0 |
-321 |
-100.00% |
| Banque Cantonale Vaudoise |
4,026 |
0 |
-4,026 |
-100.00% |
| West Branch Capital LLC |
305 |
0 |
-305 |
-100.00% |
| Verdence Capital Advisors LLC |
6,048 |
0 |
-6,048 |
-100.00% |
| Meridian Wealth Management LLC |
1,666 |
0 |
-1,666 |
-100.00% |
| Flagship Harbor Advisors LLC |
5,013 |
0 |
-5,013 |
-100.00% |
| Arlington Partners LLC |
233 |
0 |
-233 |
-100.00% |
| AlphaMark Advisors LLC |
150 |
0 |
-150 |
-100.00% |
| Hudson Valley Investment Advisors Inc. ADV |
1,550 |
0 |
-1,550 |
-100.00% |
See Summary: Institutional Holders of SPG
See Details: Top 10 Hedge Funds Holding SPG
Also See: SPG Insider Buying
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