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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
USD 5.16 M +USD 3.65 M +159,424 +270%
Morgan Stanley
2
Morgan Stanley
New York
USD 5.15 M -USD 517 k -22,564 -9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
USD 3.73 M +USD 375 k +16,372 +12%
LPL Financial
4
LPL Financial
California
USD 3.71 M +USD 4.95 k +216 +0.1%
United Capital Financial Advisors
5
United Capital Financial Advisors
Texas
USD 3.41 M +USD 3.31 M +144,380 Nuevas
State Street
6
State Street
Massachusetts
USD 3.39 M +USD 2.64 M +115,364 +406%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 2.54 M -USD 5.22 M -228,060 -68%
Wells Fargo
8
Wells Fargo
California
USD 2.13 M +USD 793 k +34,624 +62%
Bank of America
9
Bank of America
North Carolina
USD 1.88 M -USD 41.5 k -1,812 -2%
SG Americas Securities
10
SG Americas Securities
New York
USD 1.56 M -USD 9.43 M -411,532 -86%
Raymond James & Associates
11
Raymond James & Associates
Florida
USD 1.56 M +USD 48.5 k +2,116 +3%
JP Morgan Chase
12
JP Morgan Chase
New York
USD 1.5 M +USD 1.06 M +46,328 +272%
UBS
13
UBS
Switzerland
USD 732 k +USD 305 k +13,300 +75%
Freedom Investment Management
14
Freedom Investment Management
Connecticut
USD 562 k -USD 12 k -524 -2%
Stephens Inc
15
Stephens Inc
Arkansas
USD 453 k – – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
USD 451 k -USD 11.2 k -488 -2%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
USD 447 k – – –
OIA
18
Optimum Investment Advisors
Illinois
USD 443 k -USD 5.5 k -240 -1%
Regions Financial Corp
19
Regions Financial Corp
Alabama
USD 368 k – – –
Goldman Sachs
20
Goldman Sachs
New York
USD 334 k +USD 2.29 k +100 +0.7%
Placemark Investments
21
Placemark Investments
Illinois
USD 293 k +USD 284 k +12,412 Nuevas
Verity Asset Management
22
Verity Asset Management
North Carolina
USD 277 k +USD 268 k +11,712 Nuevas
BB&T Securities
23
BB&T Securities
Virginia
USD 231 k -USD 2.47 k -108 -1%
TD Ameritrade Investment Management
24
TD Ameritrade Investment Management
Nebraska
USD 60 k +USD 14.5 k +632 +33%
CDIA
25
Capital Directions Investment Advisors
Georgia
USD 40 k – – –
1
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