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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

40 hedge funds and large institutions have $141M invested in SPDR S&P 1500 Value Tilt ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+18
Holders Change %
+81.82%
% of All Funds
0.7%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
19
Increased
10
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$12.8M
2
LWA
LWS Wealth Advisors
New Jersey
$8.41M
3
PG
Prostatis Group
Maryland
$6.31M
4
SL
Systelligence LLC
Minnesota
$21.2M
5
LPL Financial
LPL Financial
California
$11.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$38.4M
2
Citadel Advisors
Citadel Advisors
Florida
$375K
3
LFAS
Level Four Advisory Services
Texas
$800K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$780K
5
Osaic Holdings
Osaic Holdings
Arizona
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$375K -$1.02M -6,994 -73%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$355K +$355K +2,426 New
VC
28
Veracity Capital
Georgia
$258K +$258K +1,762 New
PFA
29
Professional Financial Advisors
Nebraska
$242K +$729 +5 +0.3%
DAS
30
Dynamic Advisor Solutions
Arizona
$238K +$238K +1,624 New
WWM
31
Western Wealth Management
Colorado
$208K +$208K +1,413 New
FPW
32
Flagship Private Wealth
Massachusetts
$156K +$585 +4 +0.4%
US Bancorp
33
US Bancorp
Minnesota
$75K -$146 -1 -0.2%
APA
34
American Portfolios Advisors
New York
$45.9K +$45.9K +313 New
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$146 +1 +0.7%
GWM
36
Geneos Wealth Management
Colorado
$14K – – –
BFEC
37
Benjamin F. Edwards & Company
Missouri
$6K +$6K +42 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$5K +$5K +35 New
BlackRock
39
BlackRock
New York
$2K -$4.73K -26 -70%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$1K +$1K +10 New
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