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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 ETF Trust $19,248,000

    Assets

    Assets

    Last updated on Jan. 23, 2020
      • $2.0B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 400
        Accounts
      • $4.9M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    10

    name start date
    Steven Joseph Lemire
    July 2014
    Yelena Anatolyevna Schubert
    July 2016
    Cole W. Smead
    October 2007
    Robert M Carter
    August 2018
    William Wallace Smead
    June 2007

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Smead Private Fund Advisers, LLC -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        William Wallace Smead Cio/Ceo, Shareholder June, 2007 50% to 75%
        Cole W. Smead Managing Director, Shareholder January, 2014 10% to 25%
        William Griffith Way Shareholder July, 2007 5% to 10%
        Leo A Scherrer Director Of Research, Shareholder July, 2012 5% to 10%
        Steven Joseph Lemire Cco And Shareholder July, 2014 less than 5%
        Jameson Alan Greenfileld Chief Financial Officer December, 2017 less than 5%
          Source: SEC

          Fees

          There is no compensation data available to display at this time