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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
SG Americas Securities
1
SG Americas Securities
New York
USD 11.1 M -USD 1.47 M -66,068 -12%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
USD 7.77 M +USD 7.47 M +334,640 +33,331%
Morgan Stanley
3
Morgan Stanley
New York
USD 5.58 M +USD 1.45 M +64,788 +37%
LPL Financial
4
LPL Financial
California
USD 3.64 M +USD 196 k +8,800 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
USD 3.28 M +USD 1.64 M +73,412 +107%
Bank of America
6
Bank of America
North Carolina
USD 1.89 M +USD 104 k +4,644 +6%
Raymond James & Associates
7
Raymond James & Associates
Florida
USD 1.48 M +USD 5.8 k +260 +0.4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 1.37 M +USD 1.31 M +58,788 +17,090%
Wells Fargo
9
Wells Fargo
California
USD 1.29 M +USD 610 k +27,336 +96%
State Street
10
State Street
Massachusetts
USD 658 k -USD 442 k -19,784 -41%
Freedom Investment Management
11
Freedom Investment Management
Connecticut
USD 564 k -USD 43.8 k -1,964 -7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
USD 454 k +USD 32.4 k +1,452 +8%
Stephens Inc
13
Stephens Inc
Arkansas
USD 444 k +USD 429 k +19,200 Nuevas
OIA
14
Optimum Investment Advisors
Illinois
USD 440 k +USD 13.4 k +600 +3%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
USD 439 k – – –
UBS
16
UBS
Switzerland
USD 410 k -USD 3.83 M -171,496 -91%
JP Morgan Chase
17
JP Morgan Chase
New York
USD 395 k -USD 240 k -10,736 -39%
Regions Financial Corp
18
Regions Financial Corp
Alabama
USD 361 k – – –
Goldman Sachs
19
Goldman Sachs
New York
USD 326 k – – –
BB&T Securities
20
BB&T Securities
Virginia
USD 229 k +USD 3.93 k +176 +2%
Ladenburg Thalmann Financial Services
21
Ladenburg Thalmann Financial Services
Florida
USD 49 k – – –
TD Ameritrade Investment Management
22
TD Ameritrade Investment Management
Nebraska
USD 45 k -USD 804 -36 -2%
American International Group
23
American International Group
New York
USD 41 k +USD 39.6 k +1,772 Nuevas
CDIA
24
Capital Directions Investment Advisors
Georgia
USD 40 k – – –
US Bancorp
25
US Bancorp
Minnesota
USD 28 k – – –
1
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