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
AWS
126
Atria Wealth Solutions
New York
$11.8M -$5.92M -146,080 -33%
NA
127
NewEdge Advisors
Louisiana
$11.7M -$1.6M -39,504 -12%
FLPIM
128
F.L. Putnam Investment Management
Massachusetts
$11.7M +$1.15M +28,399 +11%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$11.6M +$725K +17,901 +7%
SW
130
SkyOak Wealth
Michigan
$11.6M +$1.59M +39,299 +16%
MWM
131
Meridian Wealth Management
Kentucky
$11.3M -$79.9K -1,972 -0.7%
DC
132
Destiny Capital
Colorado
$11.2M +$288K +7,109 +3%
NECFA
133
New England Capital Financial Advisors
Connecticut
$10.7M +$299K +7,390 +3%
CA
134
CGN Advisors
Kansas
$10.5M +$942K +23,243 +10%
SCP
135
Stevens Capital Partners
Nebraska
$10.3M +$1.25M +30,970 +14%
CC
136
Courier Capital
New York
$10.1M +$1.39M +34,365 +16%
SFG
137
StrategIQ Financial Group
Indiana
$10.1M +$267K +6,601 +3%
RWM
138
Reston Wealth Management
Virginia
$9.78M -$161K -3,974 -2%
State Street
139
State Street
Massachusetts
$9.78M +$243K +6,004 +3%
1WM
140
1900 Wealth Management
Texas
$9.58M – – –
CI
141
CX Institutional
Indiana
$9.3M +$1.03M +25,378 +13%
GRP
142
Global Retirement Partners
California
$9.21M +$1.41M +34,686 +18%
JWS
143
Juncture Wealth Strategies
Arizona
$9.14M -$360K -8,885 -4%
HFS
144
Horizon Financial Services
North Carolina
$9.04M -$307K -7,577 -3%
JFA
145
JNBA Financial Advisors
Minnesota
$8.85M -$119K -2,941 -1%
AWM
146
Axxcess Wealth Management
California
$8.83M +$983K +24,252 +13%
MFA
147
Millington Financial Advisors
Illinois
$8.75M -$201K -4,950 -2%
RFS
148
Retirement Financial Solutions
Tennessee
$8.52M +$317K +7,830 +4%
CGFA
149
Colton Groome Financial Advisors
North Carolina
$8.24M +$7.64M +188,630 +1,368%
SWM
150
Spire Wealth Management
Virginia
$8M +$2.61M +64,519 +49%