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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 28.2 M +USD 7.38 M +299,416 +35%
United Capital Financial Advisors
2
United Capital Financial Advisors
Texas
USD 26 M +USD 5.17 M +210,040 +25%
LPL Financial
3
LPL Financial
California
USD 6.56 M +USD 1.28 M +52,008 +24%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
USD 6.04 M +USD 1.51 M +61,384 +33%
Morgan Stanley
5
Morgan Stanley
New York
USD 5.92 M +USD 149 k +6,028 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
USD 4.06 M +USD 23.1 k +936 +0.6%
UBS
7
UBS
Switzerland
USD 3.03 M +USD 2.34 M +95,024 +327%
Bank of America
8
Bank of America
North Carolina
USD 2.28 M +USD 75 k +3,044 +3%
Wells Fargo
9
Wells Fargo
California
USD 1.61 M +USD 192 k +7,788 +13%
Raymond James & Associates
10
Raymond James & Associates
Florida
USD 1.61 M -USD 6.4 k -260 -0.4%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
USD 1.1 M +USD 338 k +13,740 +44%
ALA
12
Atherton Lane Advisers
California
USD 1.02 M +USD 136 k +5,520 +15%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
USD 973 k – – –
Credit Suisse
14
Credit Suisse
Switzerland
USD 937 k +USD 944 k +38,320 Nuevas
Placemark Investments
15
Placemark Investments
Illinois
USD 856 k +USD 862 k +35,000 Nuevas
Freedom Investment Management
16
Freedom Investment Management
Connecticut
USD 593 k +USD 35.8 k +1,452 +6%
Stephens Inc
17
Stephens Inc
Arkansas
USD 512 k – – –
OIA
18
Optimum Investment Advisors
Illinois
USD 459 k – – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 453 k +USD 99 +4 +0%
Regions Financial Corp
20
Regions Financial Corp
Alabama
USD 381 k – – –
Verity Asset Management
21
Verity Asset Management
North Carolina
USD 241 k +USD 243 k +9,880 Nuevas
BB&T Securities
22
BB&T Securities
Virginia
USD 235 k -USD 4.53 k -184 -2%
Arrow Financial
23
Arrow Financial
New York
USD 235 k +USD 20.2 k +820 +9%
Lincoln National Corp
24
Lincoln National Corp
Pennsylvania
USD 205 k – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 120 k -USD 2.15 M -87,224 -95%
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