33 tracked 13F filers disclose a position in SPD as of the latest SEC 13F filings, a combined $50.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $10.5M | 289K | ▲+13% Added · +34K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $8.7M | 238K | ▼−38% Reduced · −147K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | $6.6M | 181K | ▼−0.5% Reduced · −897 sh | Q1 2026 | |
| 4 | Independent Wealth Advisors LLC | $6.2M | 150K | ▲+0.5% Added · +730 sh | Q2 2026 | |
| 5 | EVOLUTION WEALTH MANAGEMENT INC. | $5.6M | 136K | ▲+3.8% Added · +5K sh | Q2 2026 | |
| 6 | Austin Wealth Management, LLC | $2.2M | 53K | ▲+9.4% Added · +5K sh | Q2 2026 | |
| 7 | OLD MISSION CAPITAL LLC | $1.7M | 48K | ▲New +48K sh | Q1 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $1.5M | 41K | —Held | Q1 2026 | |
| 9 | Park Edge Advisors, LLC | $1.3M | 31K | ▲+3.2% Added · +962 sh | Q2 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 28K | ▲New +28K sh | Q1 2026 | |
| 11 | Elevated Capital Advisors, LLC | $915K | 22K | ▼−6.6% Reduced · −2K sh | Q2 2026 | |
| 12 | B.O.S.S. Retirement Advisors, LLC | $904K | 22K | ▼−2.0% Reduced · −457 sh | Q2 2026 | |
| 13 | Compound Planning, Inc. | $828K | 20K | ▼−42% Reduced · −15K sh | Q2 2026 | |
| 14 | Fiduciary Alliance LLC | $748K | 19K | ▼−0.1% Reduced · −17 sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $650K | 18K | ▲New +18K sh | Q1 2026 | |
| 16 | McCartney Wealth Management LLC | $450K | 11K | —Held | Q2 2026 | |
| 17 | Dynamic Advisor Solutions LLC | $339K | 8K | —Held | Q2 2026 | |
| 18 | LifeWealth Investments, LLC | $279K | 7K | ▼−25% Reduced · −2K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $213K | 6K | ▼−0.3% Reduced · −21 sh | Q1 2026 | |
| 20 | CWM, LLC | $49K | 1K | ▼−97% Reduced · −42K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $27K | 737 | ▼−13% Reduced · −110 sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $25K | 700 | —Held | Q1 2026 | |
| 23 | Farther Finance Advisors, LLC | $25K | 693 | ▲231× Added · +690 sh | Q1 2026 | |
| 24 | Networth Advisors, LLC | $25K | 614 | ▼−0.8% Reduced · −5 sh | Q2 2026 | |
| 25 | ROTHSCHILD INVESTMENT LLC | $10K | 231 | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in SPD and 3 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $743.0M |
| NVIDIA CORPNVDA | 13 funds | $642.0M |
| VANGUARD S&P 500 ETFVOO | 13 funds | $548.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 13 funds | $331.0M |
| TESLA INCTSLA | 13 funds | $173.9M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 13 funds | $160.4M |
| APPLE INCAAPL | 12 funds | $822.2M |
| ISHARES CORE MSCI EMERGINGIEMG | 12 funds | $776.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $555.2M |
| MICROSOFT CORPMSFT | 12 funds | $377.3M |
| AMAZON.COM INCAMZN | 12 funds | $359.1M |
| ALPHABET INC-CL AGOOGL | 12 funds | $326.9M |
Ranked by how many of SPD's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 186 funds | $869.3M |
| MTBAcommon | 123 funds | $869.0M |
| AGGHUIT EXCHANGE TRADED | 76 funds | $337.3M |
| CDXHIGH YIELD PLUS | 74 funds | $266.4M |
| BUCKTREASURY OPT INC | 71 funds | $200.5M |
| HEQTMF Closed and MF Open | 68 funds | $189.9M |
| TUASHORT TERM TREA | 61 funds | $397.3M |
| SVOLmc | 59 funds | $54.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SPD
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SPD/capital-change-brief"
Use Arkolith's capital_change_brief for SPD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.