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State Street SPDR Portfolio S&P 500 Value ETF
64.85
USD
+0.12
0.19%
Al cierre
Actualizado
13 nov, 4:00 p.m. EST
Antes de la apertura del mercado
Después del cierre del mercado
1 día
0.19%
5 días
1.79%
1 mes
3.48%
3 meses
1.79%
6 meses
7.76%
En lo que va del año
13.85%
1 año
15.21%
5 años
56.42%
10 años
145.37%
Nuevas
Aumentadas
Mantenido
Reducidas
Cerradas
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
| # | Nombre | Posición | Valor operado |
Cambio en acciones |
Cambio en la participación |
|
|---|---|---|---|---|---|---|
| 1 |
1
Valmark Advisers
Akron,
Ohio
| USD 231 M | +USD 4.59 M | +156,037 | +2% |
|
| 2 |
2
Horizon Investments
Charlotte,
North Carolina
| USD 202 M | +USD 219 M | +7,447,412 | Nuevas |
|
| 3 |
3
Bank of America
Charlotte,
North Carolina
| USD 87.8 M | +USD 54.7 M | +1,859,811 | +135% |
|
| 4 |
4
PFS Investments
Duluth,
Georgia
| USD 76.7 M | +USD 80.9 M | +2,751,688 | Nuevas |
|
| 5 |
5
Balentine LLC
Atlanta,
Georgia
| USD 62.6 M | +USD 67.8 M | +2,304,945 | Nuevas |
|
| 6 |
6
Allworth Financial
Folsom,
California
| USD 60.4 M | +USD 65.4 M | +2,224,129 | Nuevas |
|
| 7 |
7
Parametric Portfolio Associates
Seattle,
Washington
| USD 56.3 M | +USD 60.9 M | +2,071,937 | Nuevas |
|
| 8 |
8
Morgan Stanley
New York
| USD 50.2 M | +USD 23.3 M | +792,302 | +75% |
|
| 9 |
9
LPL Financial
San Diego,
California
| USD 44.3 M | +USD 8.75 M | +297,630 | +22% |
|
| 10 |
10
UBS Group
Zurich,
Switzerland
| USD 37.5 M | -USD 359 k | -12,193 | -0.9% |
|
| 11 |
11
Envestnet Asset Management
Chicago,
Illinois
| USD 37.4 M | +USD 30.7 M | +1,045,426 | +314% |
|
| 12 |
12
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 34.8 M | -USD 703 k | -23,899 | -2% |
|
| 13 |
13
TownSquare Capital
Provo,
Utah
| USD 26 M | +USD 25.6 M | +871,868 | Nuevas |
|
| 14 |
14
Lutz Financial Services
Omaha,
Nebraska
| USD 24.6 M | +USD 1.2 M | +40,928 | +5% |
|
| 15 |
15
Accredited Investors
Edina,
Minnesota
| USD 24.5 M | +USD 13.8 M | +468,762 | +108% |
|
| 16 |
16
AssetMark Inc
Concord,
California
| USD 23.7 M | +USD 7.02 M | +238,798 | +38% |
|
| 17 |
17
Ford Financial Group
Fresno,
California
| USD 22.3 M | -USD 13.3 M | -453,040 | -36% |
|
| 18 |
18
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 21.9 M | -USD 1.09 M | -37,136 | -4% |
|
| 19 |
19
Focused Wealth Management
Newburgh,
New York
| USD 21.8 M | +USD 714 k | +24,288 | +3% |
|
| 20 |
20
Advisory Alpha
Holland,
Michigan
| USD 18.2 M | +USD 1.28 M | +43,444 | +8% |
|
| 21 |
21
Nottingham Advisors
Amherst,
New York
| USD 17.3 M | +USD 958 k | +32,565 | +6% |
|
| 22 |
22
Jackson Wealth Management
Lake Mary,
Florida
| USD 14.2 M | +USD 5.88 M | +200,063 | +60% |
|
| 23 |
23
First National Trust
Hermitage,
Pennsylvania
| USD 12.9 M | +USD 5.82 M | +198,018 | +72% |
|
| 24 |
24
Kays Financial Advisory
Atlanta,
Georgia
| USD 12.1 M | -USD 1.78 M | -60,667 | -12% |
|
| 25 |
25
Wells Fargo
San Francisco,
California
| USD 12 M | +USD 6.52 M | +221,713 | +102% |
|