Who owns SPD?
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46 institutions reported holding SPD, worth $64.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $11.9M | 287,930 | −1,062 shares |
| Authentikos Wealth Advisory, LLC | Morgan Hill, CA | $7.5M | 180,995 | −17,218 shares |
| AE Wealth Management LLC | Topeka, KS | $7.4M | 179,266 | −2,117 shares |
| Independent Wealth Advisors LLC | Cary, NC | $6.2M | 149,614 | +730 shares |
| Evolution Wealth Management Inc. | Fort Myers, FL | $5.6M | 135,699 | +4,909 shares |
| Ironsides Asset Advisors, LLC | Rocky Mount, NC | $4.8M | 115,625 | +20 shares |
| LPL Financial LLC | Fort Mill, SC | $3.1M | 74,260 | −164,039 shares |
| Austin Wealth Management, LLC | Austin, TX | $2.2M | 52,668 | +4,522 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $1.7M | 41,493 | No change |
| Lloyd Advisory Services, LLC. | Suwanee, GA | $1.7M | 40,732 | +38,847 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPD?
46 institutional managers reported holding SPD in Form 13F filings for June 30, 2026, worth $64.7M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $11.9M.
Did institutions buy or sell SPD last quarter?
Reported 13F value rose 3.2% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.