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Institutional Holders of SPGM

There is a long list of 106 institutional holders of SPGM 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 SPGM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPGM table below, the initial column indicates the name of each top institutional holder of SPGM, with a link to that fund's top holdings. The next columns indicate the amount of SPGM stock held by each of the institutional holders of SPGM, followed by the SPGM 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
LPL Financial LLC2,151,733$119,077 12/31/2023
     SPGM2,151,733$119,077 12/31/2023
Sequoia Financial Advisors LLC1,362,537$81,316 03/31/2024
     SPGM1,362,537$81,316 03/31/2024
Private Advisor Group LLC848,009$50,609 03/31/2024
     SPGM848,009$50,609 03/31/2024
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 Advisors60,637$3,619 03/31/2024
     SPGM60,637$3,619 03/31/2024
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
Flagship Private Wealth LLC13,680$816 03/31/2024
     SPGM13,680$816 03/31/2024

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

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