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State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 1452 M +USD 31.2 M +584,644 +2%
Betterment LLC
2
Betterment LLC
New York
USD 1106 M +USD 8.64 M +161,873 +0.9%
Financial Engines Advisors
3
Financial Engines Advisors
California
USD 1084 M -USD 100 M -1,869,303 -9%
Bank of America
4
Bank of America
North Carolina
USD 701 M +USD 439 M +8,220,161 +209%
Morgan Stanley
5
Morgan Stanley
New York
USD 439 M +USD 22.6 M +422,470 +6%
Charles Schwab
6
Charles Schwab
California
USD 380 M +USD 777 k +14,550 +0.2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 367 M +USD 111 M +2,084,806 +49%
Valmark Advisers
8
Valmark Advisers
Ohio
USD 294 M -USD 16.6 M -310,690 -6%
CLA (CliftonLarsonAllen) Wealth Advisors
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 290 M +USD 5.93 M +111,131 +2%
Ameriprise
10
Ameriprise
Minnesota
USD 252 M -USD 5.4 M -101,189 -2%
Raymond James Financial
11
Raymond James Financial
Florida
USD 174 M +USD 11.4 M +212,635 +8%
Creative Planning
12
Creative Planning
Kansas
USD 160 M -USD 1.41 M -26,425 -0.9%
UBS Group
13
UBS Group
Switzerland
USD 143 M +USD 6.94 M +130,008 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 120 M +USD 10.1 M +188,566 +10%
Stifel Financial
15
Stifel Financial
Missouri
USD 120 M +USD 46.7 M +874,148 +72%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
USD 113 M +USD 2.48 M +46,485 +2%
Pinnacle Wealth Planning Services
17
Pinnacle Wealth Planning Services
Ohio
USD 111 M +USD 2.65 M +49,667 +3%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
USD 102 M +USD 1.01 M +19,008 +1%
Crestwood Advisors Group
19
Crestwood Advisors Group
Massachusetts
USD 100 M +USD 848 k +15,890 +0.9%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
USD 95.5 M +USD 1.41 M +26,435 +2%
State Street
21
State Street
Massachusetts
USD 93 M -USD 17 M -319,317 -17%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
USD 89.6 M +USD 8.14 M +152,365 +11%
Dakota Wealth Management
23
Dakota Wealth Management
Florida
USD 86.5 M +USD 6.18 M +115,805 +8%
Mason Street Advisors
24
Mason Street Advisors
Wisconsin
USD 79.5 M +USD 2.82 M +52,825 +4%
AssetMark Inc
25
AssetMark Inc
California
USD 71.5 M -USD 10.6 M -197,955 -14%
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