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Institutional Holders of SPBO

There is a long list of 129 institutional holders of SPBO within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SPBO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPBO table below, the initial column indicates the name of each top institutional holder of SPBO, with a link to that fund's top holdings. The next columns indicate the amount of SPBO stock held by each of the institutional holders of SPBO, followed by the SPBO position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Adviser Investments LLC12,697,673$373,439 12/31/2023
     SPBO12,697,673$373,439 12/31/2023
Financial Gravity Asset Management Inc.3,871,452$113,859 12/31/2023
     SPBO3,871,452$113,859 12/31/2023
LPL Financial LLC2,875,584$84,571 12/31/2023
     SPBO2,875,584$84,571 12/31/2023
ST Germain D J Co. Inc.2,715,123$79,037 03/31/2024
     SPBO2,715,123$79,037 03/31/2024
Bank of America Corp DE2,053,976$60,407 12/31/2023
     SPBO2,053,976$60,407 12/31/2023
CX Institutional1,185,902$34,469 03/31/2024
     SPBO1,185,902$34,469 03/31/2024
Congress Wealth Management LLC DE 1,137,452$33,111 03/31/2024
     SPBO1,137,452$33,111 03/31/2024
Procyon Private Wealth Partners LLC861,841$25,088 03/31/2024
     SPBO861,841$25,088 03/31/2024
Financial Engines Advisors L.L.C.828,100$24,354 12/31/2023
     SPBO828,100$24,354 12/31/2023
AE Wealth Management LLC833,970$24,310 12/31/2023
     SPBO833,970$24,310 12/31/2023
Gerber Kawasaki Wealth & Investment Management715,675$21,048 12/31/2023
     SPBO715,675$21,048 12/31/2023
Thrivent Financial for Lutherans687,713$20,226 12/31/2023
     SPBO687,713$20,226 12/31/2023
Flaharty Asset Management LLC651,513$19,161 12/31/2023
     SPBO651,513$19,161 12/31/2023
Ameriprise Financial Inc.521,073$15,342 12/31/2023
     SPBO521,073$15,342 12/31/2023
Private Advisor Group LLC439,497$12,926 12/31/2023
     SPBO439,497$12,926 12/31/2023
MML Investors Services LLC427,692$12,578 12/31/2023
     SPBO427,692$12,578 12/31/2023
Great Valley Advisor Group Inc.420,923$12,379 12/31/2023
     SPBO420,923$12,379 12/31/2023
Morgan Stanley359,454$10,572 12/31/2023
     SPBO359,454$10,572 12/31/2023
Raymond James & Associates266,803$7,767 03/31/2024
     SPBO266,803$7,767 03/31/2024
Royal Bank of Canada263,431$7,748 12/31/2023
     SPBO263,431$7,748 12/31/2023
JPMorgan Chase & Co.255,742$7,522 12/31/2023
     SPBO255,742$7,522 12/31/2023
Arkansas Financial Group Inc.248,752$7,241 03/31/2024
     SPBO248,752$7,241 03/31/2024
CWM LLC235,356$6,851 03/31/2024
     SPBO235,356$6,851 03/31/2024
Good Life Advisors LLC221,237$6,507 12/31/2023
     SPBO221,237$6,507 12/31/2023
Milestone Asset Management LLC214,875$6,255 03/31/2024
     SPBO214,875$6,255 03/31/2024
Jane Street Group LLC212,248$6,242 12/31/2023
     SPBO212,248$6,242 12/31/2023
Melone Private Wealth LLC192,889$5,673 12/31/2023
     SPBO192,889$5,673 12/31/2023
Mariner LLC174,453$5,131 12/31/2023
     SPBO174,453$5,131 12/31/2023
Geneos Wealth Management Inc.163,546$4,810 12/31/2023
     SPBO163,546$4,810 12/31/2023
Eldridge Investment Advisors Inc.153,853$4,525 12/31/2023
     SPBO153,853$4,525 12/31/2023
Cambridge Investment Research Advisors Inc.152,761$4,447 03/31/2024
     SPBO152,761$4,447 03/31/2024
Flagship Harbor Advisors LLC150,253$4,374 03/31/2024
     SPBO150,253$4,374 03/31/2024
Hennion & Walsh Asset Management Inc.141,089$4,107 03/31/2024
     SPBO141,089$4,107 03/31/2024
Raymond James Financial Services Advisors Inc.137,285$3,996 03/31/2024
     SPBO137,285$3,996 03/31/2024
ShoreHaven Wealth Partners LLC126,211$3,712 12/31/2023
     SPBO126,211$3,712 12/31/2023
Envestnet Asset Management Inc.124,689$3,667 12/31/2023
     SPBO124,689$3,667 12/31/2023
RFG Advisory LLC117,960$3,434 03/31/2024
     SPBO117,960$3,434 03/31/2024
Valmark Advisers Inc.102,945$3,028 12/31/2023
     SPBO102,945$3,028 12/31/2023
OLD Mission Capital LLC96,783$2,846 12/31/2023
     SPBO96,783$2,846 12/31/2023
Mutual Advisors LLC96,224$2,830 12/31/2023
     SPBO96,224$2,830 12/31/2023
Bridgeworth LLC92,652$2,725 12/31/2023
     SPBO92,652$2,725 12/31/2023
Merit Financial Group LLC84,405$2,482 12/31/2023
     SPBO84,405$2,482 12/31/2023
Keystone Wealth Services LLC83,763$2,438 03/31/2024
     SPBO83,763$2,438 03/31/2024
KWB Wealth76,096$2,215 03/31/2024
     SPBO76,096$2,215 03/31/2024
Breakwater Capital Group72,026$2,097 03/31/2024
     SPBO72,026$2,097 03/31/2024
Optas LLC67,355$1,961 03/31/2024
     SPBO67,355$1,961 03/31/2024
David Kennon Inc66,197$1,947 12/31/2023
     SPBO66,197$1,947 12/31/2023
Tidemark LLC64,013$1,883 12/31/2023
     SPBO64,013$1,883 12/31/2023
Golden State Equity Partners56,338$1,657 12/31/2023
     SPBO56,338$1,657 12/31/2023
Schroder Investment Management Group53,773$1,581 12/31/2023
     SPBO53,773$1,581 12/31/2023

See All: Funds Holding SPBO
See Details: Top 10 Hedge Funds Holding SPBO
Also See: SPBO Holdings Changes

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