We are live on ! Find out more
SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
301
Park Avenue Securities
New York
$5.56M +$376K +7,518 +8%
GWP
302
Gateway Wealth Partners
Wisconsin
$5.53M +$535K +10,708 +11%
PWA
303
Phoenix Wealth Advisors
North Carolina
$5.51M -$644K -12,894 -11%
CAM
304
Cozad Asset Management
Illinois
$5.47M -$243K -4,863 -4%
Kovitz Investment Group Partners
305
Kovitz Investment Group Partners
Illinois
$5.45M +$4.26M +85,288 +454%
HSBC Holdings
306
HSBC Holdings
United Kingdom
$5.42M +$2.4M +48,064 +87%
BFG
307
Buttonwood Financial Group
Missouri
$5.42M +$102K +2,042 +2%
JFA
308
JNBA Financial Advisors
Minnesota
$5.36M -$291K -5,818 -5%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$5.3M +$896K +17,928 +22%
DWM
310
DecisionMap Wealth Management
Virginia
$5.2M +$148K +2,958 +3%
HI
311
Harbour Investments
Wisconsin
$5.19M +$124K +2,478 +3%
HFW
312
Horizon Family Wealth
Illinois
$5.14M +$351K +7,017 +8%
S
313
SharpePoint
Arizona
$5.09M -$9.54K -191 -0.2%
FFA
314
Florida Financial Advisors
Florida
$5M -$1.17M -23,444 -20%
AMG
315
Asset Management Group
Connecticut
$5M +$60.8K +1,216 +1%
BAM
316
Belpointe Asset Management
Nevada
$4.99M +$2.01M +40,219 +73%
FCA
317
Fortis Capital Advisors
Kansas
$4.99M +$2.01M +40,219 +73%
BBA
318
Braun-Bostich & Associates
Pennsylvania
$4.95M +$649K +12,996 +16%
CCAL
319
City Center Advisors LLC
Michigan
$4.92M +$666K +13,330 +17%
SWP
320
SIMA Wealth Partners
Virginia
$4.92M +$759K +15,188 +19%
BCI
321
Brinker Capital Investments
Pennsylvania
$4.92M -$3.41M -68,184 -42%
UCFA
322
United Capital Financial Advisors
Texas
$4.89M -$551K -11,026 -11%
TW
323
TritonPoint Wealth
Maryland
$4.88M +$11.5K +231 +0.2%
FIA
324
Foundations Investment Advisors
Arizona
$4.86M +$381K +7,628 +9%
AQR Capital Management
325
AQR Capital Management
Connecticut
$4.79M +$1.29M +25,745 +39%