Filing Research | SPFI - South Plains Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	Venturi Wealth Management, LLC	Shares	59.4KSH	$2.6M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	55.9KSH	$2.4M
3	Legacy Wealth Management, LLC / MS	Shares	38.5KSH	$1.7M
4	Y-Intercept (Hong Kong) Ltd	Shares	36.3KSH	$1.6M
5	SALZHAUER MICHAEL	Shares	26.4KSH	$1.1M
6	SummerHaven Investment Management, LLC	Shares	20.1KSH	$868.1K
7	Arista Wealth Management, LLC	Shares	12.2KSH	$524.4K
8	Sequoia Financial Advisors, LLC	Shares	4.7KSH	$203.8K
9	Police & Firemen's Retirement System of New Jersey	Shares	4.6KSH	$199.6K
10	Mirae Asset Global Investments Co., Ltd.	Shares	1.5KSH	$64.0K
11	Versant Capital Management, Inc	Shares	523SH	$22.5K
12	MassMutual Private Wealth & Trust, FSB	Shares	424SH	$18.3K
13	IFP Advisors, Inc	Shares	112SH	$4.8K
14	GAMMA Investing LLC	Shares	95SH	$4.1K
15	EverSource Wealth Advisors, LLC	Shares	83SH	$3.6K
16	Farther Finance Advisors, LLC	Shares	29SH	$1.3K
17	SIGNATUREFD, LLC	Shares	17SH	$732
18	Bogart Wealth, LLC	Shares	6SH	$259
19	True Wealth Design, LLC	Shares	6SH	$259
20	SJS Investment Consulting Inc.	Shares	5SH	$216
21	State of Alaska, Department of Revenue	Shares	1.6KSH	$67

Manager changes2026-06-30 vs 2026-03-31

21 / 21 loaded

#		Instrument
1	WEDGE CAPITAL MANAGEMENT L L P/NC new	Shares	+55.9K	+$2.4M	$2.4M
2	Legacy Wealth Management, LLC / MS new	Shares	+38.5K	+$1.7M	$1.7M
3	Sequoia Financial Advisors, LLC new	Shares	+4.7K	+$203.8K	$203.8K
4	SALZHAUER MICHAEL added	Shares	+3.9K	+$194.1K	$1.1M
5	Y-Intercept (Hong Kong) Ltd added	Shares	+1.7K	+$113.8K	$1.6M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+1.1K	+$50.0K	$199.6K
7	SummerHaven Investment Management, LLC unchanged	Shares	0	+$23.9K	$868.1K
8	Arista Wealth Management, LLC unchanged	Shares	0	+$14.4K	$524.4K
9	Versant Capital Management, Inc added	Shares	+126	+$5.9K	$22.5K
10	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$1.8K	$64.0K
11	IFP Advisors, Inc added	Shares	+9	+$510	$4.8K
12	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$502	$18.3K
13	GAMMA Investing LLC unchanged	Shares	0	+$112	$4.1K
14	Farther Finance Advisors, LLC unchanged	Shares	0	+$29	$1.3K
15	SIGNATUREFD, LLC unchanged	Shares	0	+$20	$732
16	Bogart Wealth, LLC unchanged	Shares	0	+$8	$259
17	SJS Investment Consulting Inc. unchanged	Shares	0	+$6	$216
18	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$67
19	True Wealth Design, LLC trimmed	Shares	-1	-$35	$259
20	EverSource Wealth Advisors, LLC trimmed	Shares	-9	-$277	$3.6K
21	Venturi Wealth Management, LLC trimmed	Shares	-4.2K	-$107.4K	$2.6M