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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

39 hedge funds and large institutions have $133M invested in SPDR S&P 1500 Value Tilt ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
21
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$19.8M
2
FTUS
Flow Traders U.S.
New York
$1.65M
3
Citadel Advisors
Citadel Advisors
Florida
$2.01M
4
Bank of America
Bank of America
North Carolina
$39.6M
5
WP
WealthSource Partners
California
$1.16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.35M
2
LPL Financial
LPL Financial
California
$9.31M
3
SWP
Stratos Wealth Partners
Ohio
$0
4
SCM
Southport Capital Management
Tennessee
$0
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$415K +$415K +2,873 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$380K +$30.1K +209 +9%
DAS
28
Dynamic Advisor Solutions
Arizona
$355K +$120K +828 +51%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$328K +$328K +2,269 New
VC
30
Veracity Capital
Georgia
$292K +$37K +256 +15%
LNC
31
Lincoln National Corp
Pennsylvania
$267K +$267K +1,848 New
PFA
32
Professional Financial Advisors
Nebraska
$241K +$868 +6 +0.4%
APA
33
American Portfolios Advisors
New York
$105K +$59.7K +413 +132%
US Bancorp
34
US Bancorp
Minnesota
$74K – – –
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
GWM
36
Geneos Wealth Management
Colorado
$13K – – –
BFEC
37
Benjamin F. Edwards & Company
Missouri
$7K +$1.12K +8 +19%
BlackRock
38
BlackRock
New York
$2K – – –
SWP
39
Stratos Wealth Partners
Ohio
– -$1.92M -13,102 Closed
SCM
40
Southport Capital Management
Tennessee
– -$1.33M -9,068 Closed
Goldman Sachs
41
Goldman Sachs
New York
– -$1.03M -7,038 Closed
WP
42
WealthShield Partners
North Carolina
– -$938K -6,406 Closed
FPW
43
Flagship Private Wealth
Massachusetts
– -$156K -1,064 Closed
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
– -$5K -35 Closed
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