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Institutional Holders of SPSB

There is a long list of 522 institutional holders of SPSB 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 SPSB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPSB table below, the initial column indicates the name of each top institutional holder of SPSB, with a link to that fund's top holdings. The next columns indicate the amount of SPSB stock held by each of the institutional holders of SPSB, followed by the SPSB 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
JPMorgan Chase & Co.29,094,440$866,141 03/31/2024
     SPSB29,094,440$866,141 03/31/2024
Creative Planning24,288,400$723,309 12/31/2023
     SPSB24,288,400$723,309 12/31/2023
Valmark Advisers Inc.6,670,238$198,573 03/31/2024
     SPSB6,670,238$198,573 03/31/2024
Envestnet Asset Management Inc.5,842,879$174,001 12/31/2023
     SPSB5,842,879$174,001 12/31/2023
Bank of America Corp DE5,412,836$161,194 12/31/2023
     SPSB5,412,836$161,194 12/31/2023
Morgan Stanley5,213,256$155,251 12/31/2023
     SPSB5,213,256$155,251 12/31/2023
LPL Financial LLC4,818,161$143,437 03/31/2024
     SPSB4,818,161$143,437 03/31/2024
Baird Financial Group Inc.3,411,776$101,603 12/31/2023
     SPSB3,411,776$101,603 12/31/2023
Fisher Asset Management LLC2,997,741$89,243 03/31/2024
     SPSB2,997,741$89,243 03/31/2024
State Street Corp2,618,002$77,964 12/31/2023
     SPSB2,618,002$77,964 12/31/2023
Huntington National Bank2,524,972$75,168 03/31/2024
     SPSB2,524,972$75,168 03/31/2024
TIAA Trust National Association2,367,461$70,479 03/31/2024
     SPSB2,367,461$70,479 03/31/2024
Wells Fargo & Company MN2,283,169$67,970 03/31/2024
     SPSB2,283,169$67,970 03/31/2024
Renaissance Technologies LLC2,094,300$62,368 12/31/2023
     SPSB2,094,300$62,368 12/31/2023
UBS Group AG2,083,337$62,042 12/31/2023
     SPSB2,083,337$62,042 12/31/2023
Destination Wealth Management2,059,166$61,322 12/31/2023
     SPSB2,059,166$61,322 12/31/2023
Advisory Alpha LLC1,975,802$58,820 03/31/2024
     SPSB1,975,802$58,820 03/31/2024
Allstate Corp1,893,700$56,375 03/31/2024
     SPSB1,893,700$56,375 03/31/2024
Goldman Sachs Group Inc.1,887,649$56,214 12/31/2023
     SPSB1,887,649$56,214 12/31/2023
MCF Advisors LLC1,815,678$54,053 03/31/2024
     SPSB1,815,678$54,053 03/31/2024
Townsquare Capital LLC1,670,467$49,747 12/31/2023
     SPSB1,670,467$49,747 12/31/2023
The PNC Financial Services Group Inc.1,609,816$47,924 03/31/2024
     SPSB1,609,816$47,924 03/31/2024
Ameriprise Financial Inc.1,562,932$46,557 12/31/2023
     SPSB1,562,932$46,557 12/31/2023
Rodgers & Associates LTD1,444,111$42,991 03/31/2024
     SPSB1,444,111$42,991 03/31/2024
Bank of New York Mellon Corp1,324,341$39,426 03/31/2024
     SPSB1,324,341$39,426 03/31/2024
Relative Value Partners Group LLC1,240,821$36,952 12/31/2023
     SPSB1,240,821$36,952 12/31/2023
Baystate Wealth Management LLC1,150,949$34,275 12/31/2023
     SPSB1,150,949$34,275 12/31/2023
Buckingham Capital Management Inc.1,138,581$33,896 03/31/2024
     SPSB1,138,581$33,896 03/31/2024
Concord Wealth Partners1,134,289$33,768 03/31/2024
     SPSB1,134,289$33,768 03/31/2024
Red Cedar Investment Management LLC1,084,357$32,281 03/31/2024
     SPSB1,084,357$32,281 03/31/2024
AE Wealth Management LLC1,062,387$31,702 12/31/2023
     SPSB1,062,387$31,702 12/31/2023
Bank of Nova Scotia1,041,900$31,001 12/31/2023
     SPSB1,041,900$31,001 12/31/2023
Litman Gregory Asset Management LLC1,033,885$30,779 03/31/2024
     SPSB1,033,885$30,779 03/31/2024
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.1,017,101$30,289 12/31/2023
     SPSB1,017,101$30,289 12/31/2023
Strategic Point Investment Advisors LLC970,347$28,897 12/31/2023
     SPSB970,347$28,897 12/31/2023
Mirae Asset Global Investments Co. Ltd.919,577$27,376 03/31/2024
     SPSB919,577$27,376 03/31/2024
Advisor Group Holdings Inc.896,370$26,685 03/31/2024
     SPSB896,370$26,685 03/31/2024
Gemmer Asset Management LLC864,579$25,739 03/31/2024
     SPSB864,579$25,739 03/31/2024
Willow Creek Wealth Management Inc.863,285$25,709 12/31/2023
     SPSB863,285$25,709 12/31/2023
Allspring Global Investments Holdings LLC847,800$25,239 03/31/2024
     SPSB847,800$25,239 03/31/2024
Royal Bank of Canada845,705$25,185 12/31/2023
     SPSB845,705$25,185 12/31/2023
Walker Financial Services Inc.768,154$22,868 03/31/2024
     SPSB768,154$22,868 03/31/2024
Arkansas Financial Group Inc.728,852$21,698 03/31/2024
     SPSB728,852$21,698 03/31/2024
Capital Wealth Management LLC718,366$21,386 03/31/2024
     SPSB718,366$21,386 03/31/2024
Flagstone Financial Management679,097$20,217 03/31/2024
     SPSB679,097$20,217 03/31/2024
Cedar Mountain Advisors LLC672,572$20,022 03/31/2024
     SPSB672,572$20,022 03/31/2024
Winthrop Capital Management LLC652,429$19,423 03/31/2024
     SPSB652,429$19,423 03/31/2024
Hudson Valley Investment Advisors Inc. ADV645,112$19,205 03/31/2024
     SPSB645,112$19,205 03/31/2024
Envestnet Portfolio Solutions Inc.638,987$19,023 03/31/2024
     SPSB638,987$19,023 03/31/2024
Cherry Tree Wealth Management LLC629,454$18,739 03/31/2024
     SPSB629,454$18,739 03/31/2024

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

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