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
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.49B +$157M +3,852,449 +7%
HC
2
Hamilton Capital
Ohio
$571M +$9.81M +240,249 +2%
LPL Financial
3
LPL Financial
California
$435M +$30.6M +748,684 +8%
VA
4
Valmark Advisers
Ohio
$347M +$4.67M +114,332 +1%
Morgan Stanley
5
Morgan Stanley
New York
$314M +$67.6M +1,656,459 +28%
AF
6
Allworth Financial
California
$313M +$12.4M +302,886 +4%
Bank of America
7
Bank of America
North Carolina
$216M -$538M -13,186,900 -72%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$210M +$2.74M +67,111 +1%
Franklin Resources
9
Franklin Resources
California
$205M -$474K -11,620 -0.2%
UBS Group
10
UBS Group
Switzerland
$172M +$4.63M +113,401 +3%
HI
11
Horizon Investments
North Carolina
$158M +$9.38M +229,708 +7%
AA
12
Alesco Advisors
New York
$137M -$739K -18,108 -0.6%
NAS
13
Nicolet Advisory Services
Wisconsin
$135M -$800K -19,593 -0.6%
EH
14
Equitable Holdings
New York
$127M -$824K -20,180 -0.7%
NP
15
NorthRock Partners
Minnesota
$121M +$1.98M +48,433 +2%
RC
16
RegentAtlantic Capital
New Jersey
$120M +$2.67M +65,366 +2%
Stifel Financial
17
Stifel Financial
Missouri
$119M +$1.59M +38,978 +1%
AA
18
Advisory Alpha
Michigan
$118M +$18.5M +454,065 +19%
WJA
19
Willis Johnson & Associates
Texas
$116M +$15.7M +384,875 +16%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$106M +$19.6M +481,206 +24%
BCM
21
Brookstone Capital Management
Illinois
$102M -$16.6M -405,463 -14%
PI
22
PFS Investments
Georgia
$87.6M -$6.55M -160,351 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$85.8M +$1.29M +31,694 +2%
TC
24
TownSquare Capital
Utah
$80.7M +$6.99M +171,158 +10%
LFS
25
Lutz Financial Services
Nebraska
$80M +$2.19M +53,535 +3%