We are live on ! Find out more
SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.16B +$145M +3,629,135 +7%
Bank of America
2
Bank of America
North Carolina
$715M -$93.6M -2,344,960 -11%
HC
3
Hamilton Capital
Ohio
$521M +$16.8M +419,868 +3%
LPL Financial
4
LPL Financial
California
$374M +$59.7M +1,495,418 +18%
VA
5
Valmark Advisers
Ohio
$318M +$4.23M +105,943 +1%
AF
6
Allworth Financial
California
$279M +$17.5M +439,303 +7%
Morgan Stanley
7
Morgan Stanley
New York
$227M -$7.22M -180,909 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$192M +$2.41M +60,364 +1%
Franklin Resources
9
Franklin Resources
California
$191M +$24.7M +619,234 +14%
SW
10
SVB Wealth
Massachusetts
$157M +$482K +12,067 +0.3%
UBS Group
11
UBS Group
Switzerland
$155M +$9.1M +227,996 +6%
HI
12
Horizon Investments
North Carolina
$137M -$72.6M -1,817,636 -34%
AA
13
Alesco Advisors
New York
$128M +$4.52M +113,165 +4%
NAS
14
Nicolet Advisory Services
Wisconsin
$126M +$7.84M +196,368 +6%
EH
15
Equitable Holdings
New York
$119M +$8.09M +202,680 +7%
NP
16
NorthRock Partners
Minnesota
$112M +$135K +3,378 +0.1%
BCM
17
Brookstone Capital Management
Illinois
$111M +$79M +1,977,874 +238%
Stifel Financial
18
Stifel Financial
Missouri
$109M +$3.46M +86,616 +3%
RC
19
RegentAtlantic Capital
New Jersey
$109M +$5.06M +126,682 +5%
PI
20
PFS Investments
Georgia
$93.3M -$4.6M -115,316 -5%
WJA
21
Willis Johnson & Associates
Texas
$92.3M +$94.5M +2,367,710 New
AA
22
Advisory Alpha
Michigan
$92.2M +$16.7M +417,340 +21%
AssetMark Inc
23
AssetMark Inc
California
$85.4M +$78.4M +1,964,448 +867%
Osaic Holdings
24
Osaic Holdings
Arizona
$78.5M +$11.5M +288,635 +17%
LFS
25
Lutz Financial Services
Nebraska
$72.2M +$3.03M +75,832 +4%
1
2 3 4 5