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
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$37.4M -$15.4M -322,662 -30%
Prudential Financial
77
Prudential Financial
New Jersey
$36.4M -$1.16M -24,405 -3%
CFD
78
Creative Financial Designs
Indiana
$35.9M +$1.05M +22,035 +3%
FFS
79
Founders Financial Securities
Maryland
$35M -$9.1M -190,853 -21%
MWPCG
80
Measured Wealth Private Client Group
New Hampshire
$34.4M -$1.72M -36,014 -5%
WF
81
Williams Financial
Vermont
$34.4M +$32.7M +686,030 New
RJA
82
Raymond James & Associates
Florida
$33.4M +$3.7M +77,684 +13%
BW
83
BIP Wealth
Georgia
$33.3M -$3.69M -77,305 -10%
Corient Private Wealth
84
Corient Private Wealth
Florida
$32.7M -$1.57M -32,964 -5%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$31.5M +$8.77M +183,976 +41%
SFM
86
Signet Financial Management
New Jersey
$30.9M +$453K +9,498 +2%
MML Investors Services
87
MML Investors Services
Massachusetts
$30.8M +$211K +4,422 +0.7%
APP
88
Avantax Planning Partners
Iowa
$30.5M -$3.84M -80,440 -12%
EDRIA
89
Edmonds Duncan Registered Investment Advisors
Kansas
$29.6M +$208K +4,372 +0.7%
IWA
90
Inspirion Wealth Advisors
Illinois
$29.3M -$495K -10,377 -2%
WCAMG
91
Woodard & Company Asset Management Group
North Carolina
$28.6M -$364K -7,644 -1%
RIM
92
Redwood Investment Management
Arizona
$28.2M +$26.5M +556,512 +10,120%
Northern Trust
93
Northern Trust
Illinois
$27.9M -$1.14K -24 -0%
VC
94
Vicus Capital
Pennsylvania
$27.8M +$1.83M +38,482 +7%
RA
95
Riversedge Advisors
Delaware
$26.9M +$48.2K +1,012 +0.2%
TVAMP
96
Tennessee Valley Asset Management Partners
Tennessee
$26.9M -$24.3M -509,442 -49%
SW
97
SVB Wealth
Massachusetts
$26.8M +$5.79M +121,469 +29%
CWA
98
Choice Wealth Advisors
Maine
$26.5M -$1.01M -21,115 -4%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$26.2M +$7.32M +153,481 +42%
EFL
100
ERn Financial LLC
Wisconsin
$25.9M +$891K +18,681 +4%