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SPDR S&P 1500 Value Tilt ETF

86 hedge funds and large institutions have $339M invested in SPDR S&P 1500 Value Tilt ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 3 closing their positions.

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
9
Increased
33
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$82.8M 430,857 +53,492 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.6M 133,382 +51,290 +62%
Raymond James Financial
3
Raymond James Financial
Florida
$20.9M 108,649 +16,417 +18%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$19M 98,857 +4,514 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$15.4M 82,837 -12,524 -13%
Ameriprise
6
Ameriprise
Minnesota
$14.9M 77,268 -6,670 -8%
Bank of America
7
Bank of America
North Carolina
$12.5M 64,998 +5,769 +10%
MCM
8
MAI Capital Management
Ohio
$11.2M 58,434 -2,710 -4%
CFS
9
Compass Financial Services
Iowa
$9.69M 50,427 -5,990 -11%
SWA
10
Stratos Wealth Advisors
Ohio
$9.55M 49,710 +1,813 +4%
RWIA
11
Roger Wittlin Investment Advisory
California
$8.1M 42,147 +1,481 +4%
Morgan Stanley
12
Morgan Stanley
New York
$7.03M 36,600 -3,677 -9%
ACM
13
Absolute Capital Management
Pennsylvania
$6.76M 35,200
GK
14
Graney & King
New York
$5.92M 30,785 +784 +3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$5.59M 29,104 -671 -2%
SWP
16
ShoreHaven Wealth Partners
New Jersey
$5.57M 29,008 -1,587 -5%
RBWA
17
RFG - Bristol Wealth Advisors
Massachusetts
$5.06M 26,323 +25,123 +2,094%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.92M 25,614 -952 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.13M 21,516 +5,522 +35%
JWCA
20
J.W. Cole Advisors
Florida
$4.05M 21,096 -244 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.77M 19,592 +621 +3%
UWM
22
USAdvisors Wealth Management
Minnesota
$3.52M 18,307 +1,032 +6%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.07M 15,966 +15,966 New
MML Investors Services
24
MML Investors Services
Massachusetts
$3.01M 15,678 +5,623 +56%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.94M 15,316 +4,582 +43%