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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

54 hedge funds and large institutions have $183M invested in SPDR S&P 1500 Value Tilt ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
23
Reduced
12
Closed
5
Calls
–
Puts
$14.7M
Net Calls
-$14.7M
Net Calls Change
-$14.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$54.9M
2
LPL Financial
LPL Financial
California
$22.4M
3
SWA
Stratos Wealth Advisors
Ohio
$5.22M
4
SWP
Stratos Wealth Partners
Ohio
$4.13M
5
Ameriprise
Ameriprise
Minnesota
$26.7M

Top Sellers

1
SL
Systelligence LLC
Minnesota
$18.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
$667K
3
SCM
Southport Capital Management
Tennessee
$0
4
LNC
Lincoln National Corp
Pennsylvania
$0
5
LFAS
Level Four Advisory Services
Texas
$523K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$667K -$1.28M -8,267 -66%
PAG
27
Private Advisor Group
New Jersey
$625K +$625K +4,031 New
DAS
28
Dynamic Advisor Solutions
Arizona
$545K +$58.6K +378 +12%
CAG
29
Csenge Advisory Group
Florida
$527K +$5.42K +35 +1%
LFAS
30
Level Four Advisory Services
Texas
$523K -$267K -1,719 -34%
WWM
31
Western Wealth Management
Colorado
$520K +$297K +1,920 +133%
Truist Financial
32
Truist Financial
North Carolina
$508K +$2.33K +15 +0.5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$493K +$45.8K +296 +10%
TRCT
34
Tower Research Capital (TRC)
New York
$413K +$242K +1,562 +141%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$399K +$399K +2,572 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$380K -$22.8K -147 -6%
PCG
37
Prosperity Consulting Group
Maryland
$360K +$9.61K +62 +3%
VC
38
Veracity Capital
Georgia
$343K -$4.8K -31 -1%
WPC
39
Waters Parkerson & Co
Louisiana
$343K – – –
GVAG
40
Great Valley Advisor Group
Delaware
$296K +$296K +1,912 New
Betterment LLC
41
Betterment LLC
New York
$290K +$290K +1,874 New
MML Investors Services
42
MML Investors Services
Massachusetts
$269K -$131K -848 -33%
PFA
43
Professional Financial Advisors
Nebraska
$255K -$4.5K -29 -2%
CMS
44
Capital Market Strategies
Florida
$239K +$239K +1,540 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$228K +$228K +1,474 New
US Bancorp
46
US Bancorp
Minnesota
$79K – – –
UBS Group
47
UBS Group
Switzerland
$56K +$51.3K +331 +1,103%
GRP
48
Global Retirement Partners
California
$19K +$19K +137 New
GWM
49
Geneos Wealth Management
Colorado
$14K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$8K +$1.26K +8 +19%
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