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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Financial Engines Advisors
1
Financial Engines Advisors
California
USD 5042 M +USD 91.5 M +1,528,368 +2%
LPL Financial
2
LPL Financial
California
USD 3162 M +USD 31.4 M +524,937 +1%
Goldman Sachs
3
Goldman Sachs
New York
USD 1409 M +USD 21 M +350,749 +2%
Allworth Financial
4
Allworth Financial
California
USD 1123 M -USD 77.2 M -1,290,724 -7%
Bank of America
5
Bank of America
North Carolina
USD 1063 M +USD 613 M +10,250,046 +142%
Morgan Stanley
6
Morgan Stanley
New York
USD 590 M +USD 20.2 M +338,120 +4%
Valmark Advisers
7
Valmark Advisers
Ohio
USD 563 M +USD 15.9 M +264,849 +3%
Ameriprise
8
Ameriprise
Minnesota
USD 461 M +USD 16.5 M +275,225 +4%
Raymond James Financial
9
Raymond James Financial
Florida
USD 425 M +USD 34.5 M +576,556 +9%
JP Morgan Chase
10
JP Morgan Chase
New York
USD 401 M -USD 18.3 M -305,831 -4%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
USD 384 M +USD 358 M +5,981,186 +1,808%
Willis Johnson & Associates
12
Willis Johnson & Associates
Texas
USD 380 M +USD 11.1 M +185,288 +3%
UBS Group
13
UBS Group
Switzerland
USD 371 M -USD 3.52 M -58,807 -1%
Equitable Holdings
14
Equitable Holdings
New York
USD 320 M +USD 21.8 M +363,890 +7%
Advisory Alpha
15
Advisory Alpha
Michigan
USD 300 M -USD 409 k -6,826 -0.1%
NorthRock Partners
16
NorthRock Partners
Minnesota
USD 297 M +USD 18.2 M +303,367 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 297 M +USD 34.8 M +581,876 +14%
Connecticut Wealth Management
18
Connecticut Wealth Management
Connecticut
USD 284 M +USD 22.2 M +371,293 +9%
Vantagepoint Investment Advisers
19
Vantagepoint Investment Advisers
District of Columbia
USD 262 M -USD 1.49 M -24,850 -0.6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
USD 261 M -USD 30 M -501,965 -10%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
USD 254 M -USD 1.18 M -19,642 -0.5%
Dynasty Wealth Management
22
Dynasty Wealth Management
Florida
USD 248 M +USD 6.68 M +111,546 +3%
Quotient Wealth Partners
23
Quotient Wealth Partners
Texas
USD 239 M +USD 5.93 M +99,045 +3%
Cerity Partners
24
Cerity Partners
New York
USD 223 M +USD 3.72 M +62,142 +2%
AE Wealth Management
25
AE Wealth Management
Kansas
USD 218 M -USD 216 k -3,614 -0.1%
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