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SPDR S&P 1500 Value Tilt ETF

87 hedge funds and large institutions have $340M invested in SPDR S&P 1500 Value Tilt ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$82.8M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.6M
Raymond James Financial
3
Raymond James Financial
Florida
$20.9M
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$19M
Osaic Holdings
5
Osaic Holdings
Arizona
$15.4M
Ameriprise
6
Ameriprise
Minnesota
$14.9M
Bank of America
7
Bank of America
North Carolina
$12.5M
MCM
8
MAI Capital Management
Ohio
$11.2M
CFS
9
Compass Financial Services
Iowa
$9.69M
SWA
10
Stratos Wealth Advisors
Ohio
$9.55M
RWIA
11
Roger Wittlin Investment Advisory
California
$8.1M
Morgan Stanley
12
Morgan Stanley
New York
$7.03M
ACM
13
Absolute Capital Management
Pennsylvania
$6.76M
GK
14
Graney & King
New York
$5.92M
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$5.59M
SWP
16
ShoreHaven Wealth Partners
New Jersey
$5.57M
RBWA
17
RFG - Bristol Wealth Advisors
Massachusetts
$5.06M
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.92M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.13M
JWCA
20
J.W. Cole Advisors
Florida
$4.05M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.77M
UWM
22
USAdvisors Wealth Management
Minnesota
$3.52M
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.07M
MML Investors Services
24
MML Investors Services
Massachusetts
$3.01M
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.94M