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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
Financial Engines Advisors
1
Financial Engines Advisors
California
USD 4244 M +USD 114 M +2,276,767 +3%
LPL Financial
2
LPL Financial
California
USD 2363 M +USD 117 M +2,350,130 +5%
Allworth Financial
3
Allworth Financial
California
USD 870 M +USD 21.1 M +422,591 +3%
Morgan Stanley
4
Morgan Stanley
New York
USD 513 M -USD 654 k -13,078 -0.1%
Valmark Advisers
5
Valmark Advisers
Ohio
USD 433 M +USD 16.3 M +326,580 +4%
Ameriprise
6
Ameriprise
Minnesota
USD 433 M -USD 35.4 M -709,317 -8%
JP Morgan Chase
7
JP Morgan Chase
New York
USD 376 M +USD 19.5 M +390,643 +6%
UBS Group
8
UBS Group
Switzerland
USD 346 M -USD 5.44 M -108,943 -2%
Bank of America
9
Bank of America
North Carolina
USD 339 M +USD 16.9 M +337,506 +5%
Raymond James Financial
10
Raymond James Financial
Florida
USD 305 M +USD 4.02 M +80,477 +1%
Advisory Alpha
11
Advisory Alpha
Michigan
USD 273 M +USD 9.48 M +189,720 +4%
Equitable Holdings
12
Equitable Holdings
New York
USD 255 M +USD 22.1 M +442,360 +10%
Horizon Investments
13
Horizon Investments
North Carolina
USD 249 M -USD 15.1 M -302,542 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 245 M +USD 22.7 M +453,446 +11%
NorthRock Partners
15
NorthRock Partners
Minnesota
USD 242 M +USD 9.02 M +180,503 +4%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
USD 237 M +USD 46.1 M +921,933 +26%
Willis Johnson & Associates
17
Willis Johnson & Associates
Texas
USD 230 M +USD 13 M +259,579 +6%
Quotient Wealth Partners
18
Quotient Wealth Partners
Texas
USD 229 M +USD 8.23 M +164,658 +4%
Dynasty Wealth Management
19
Dynasty Wealth Management
Florida
USD 219 M -USD 10.2 M -204,912 -5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
USD 219 M +USD 5.13 M +102,684 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
USD 219 M -USD 16 M -320,550 -7%
TIAA Trust, National Association
22
TIAA Trust, National Association
North Carolina
USD 200 M +USD 44.7 M +895,188 +31%
Osaic Holdings
23
Osaic Holdings
Arizona
USD 195 M -USD 7.83 M -156,688 -4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
USD 194 M +USD 23.2 M +464,938 +14%
Cerity Partners
25
Cerity Partners
New York
USD 181 M +USD 859 k +17,182 +0.5%
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