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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
JP Morgan Chase
1
JP Morgan Chase
New York
USD 23.5 M +USD 22.7 M +860,000 Nuevas
Bank of America
2
Bank of America
North Carolina
USD 17.1 M -USD 5.04 M -190,968 -23%
Morgan Stanley
3
Morgan Stanley
New York
USD 12.1 M +USD 2.18 M +82,700 +23%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
USD 9.9 M +USD 1.5 M +56,840 +19%
UBS Group
5
UBS Group
Switzerland
USD 8.11 M +USD 5.55 M +210,152 +244%
LPL Financial
6
LPL Financial
California
USD 6.81 M +USD 1.88 M +71,240 +41%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 6.79 M -USD 100 k -3,780 -2%
Transform Wealth
8
Transform Wealth
Colorado
USD 6.09 M +USD 113 k +4,296 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 5.18 M -USD 21.3 k -808 -0.4%
Wells Fargo
10
Wells Fargo
California
USD 4.69 M +USD 905 k +34,284 +25%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
USD 3.32 M +USD 1.52 M +57,700 +91%
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
USD 2 M +USD 253 k +9,564 +15%
Sigma Planning Corp
13
Sigma Planning Corp
Michigan
USD 1.91 M -USD 20 k -756 -1%
State Street
14
State Street
Massachusetts
USD 1.72 M +USD 1.66 M +62,912 Nuevas
Raymond James & Associates
15
Raymond James & Associates
Florida
USD 1.57 M +USD 56.8 k +2,152 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
USD 1.52 M +USD 109 k +4,124 +8%
United Capital Financial Advisors
17
United Capital Financial Advisors
Texas
USD 1.16 M +USD 1.11 M +42,200 Nuevas
Freedom Investment Management
18
Freedom Investment Management
Connecticut
USD 1.08 M -USD 22.5 k -852 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
USD 883 k -USD 262 k -9,940 -24%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 855 k -USD 26.4 k -1,000 -3%
Stephens Inc
21
Stephens Inc
Arkansas
USD 699 k – – –
Suntrust Banks
22
Suntrust Banks
Georgia
USD 613 k +USD 626 k +23,700 Nuevas
Allianz Life Insurance of North America
23
Allianz Life Insurance of North America
Minnesota
USD 568 k +USD 548 k +20,740 Nuevas
OIA
24
Optimum Investment Advisors
Illinois
USD 468 k – – –
Regions Financial Corp
25
Regions Financial Corp
Alabama
USD 427 k – – –
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