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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

46 hedge funds and large institutions have $141M invested in SPDR S&P 1500 Value Tilt ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
20
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$24.3M
2
LPL Financial
LPL Financial
California
$11.6M
3
SCM
Southport Capital Management
Tennessee
$1.12M
4
IWM
IHT Wealth Management
Illinois
$3.55M
5
IWC
Integrated Wealth Concepts
Massachusetts
$1.96M

Top Sellers

1
PG
Prostatis Group
Maryland
$2.75M
2
SL
Systelligence LLC
Minnesota
$19.9M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
FTUS
Flow Traders U.S.
New York
$258K
5
Bank of America
Bank of America
North Carolina
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$405K +$51.8K +333 +15%
MML Investors Services
27
MML Investors Services
Massachusetts
$403K -$138K -888 -26%
LNC
28
Lincoln National Corp
Pennsylvania
$355K +$66.9K +429 +23%
PCG
29
Prosperity Consulting Group
Maryland
$351K +$351K +2,260 New
VC
30
Veracity Capital
Georgia
$350K +$35.4K +227 +11%
WPC
31
Waters Parkerson & Co
Louisiana
$345K +$345K +2,213 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$268K +$268K +1,724 New
PFA
33
Professional Financial Advisors
Nebraska
$260K +$933 +6 +0.4%
FTUS
34
Flow Traders U.S.
New York
$258K -$1.52M -9,735 -85%
JWCA
35
J.W. Cole Advisors
Florida
$250K +$250K +1,608 New
WWM
36
Western Wealth Management
Colorado
$224K +$224K +1,440 New
ARC
37
Advisor Resource Council
Texas
$214K +$214K +1,374 New
CA
38
CoreCap Advisors
Michigan
$177K +$177K +1,139 New
TRCT
39
Tower Research Capital (TRC)
New York
$172K -$534K -3,432 -76%
US Bancorp
40
US Bancorp
Minnesota
$80K – – –
GWM
41
Geneos Wealth Management
Colorado
$14K – – –
BFEC
42
Benjamin F. Edwards & Company
Missouri
$7K -$1.14K -7 -14%
UBS Group
43
UBS Group
Switzerland
$5K +$5K +30 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$21.2K -127 -84%
BlackRock
45
BlackRock
New York
$2K – – –
Citadel Advisors
46
Citadel Advisors
Florida
– -$2.01M -13,893 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$475K -3,288 Closed
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