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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

51 hedge funds and large institutions have $112M invested in SPDR S&P 1500 Value Tilt ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
19
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$23.6M
2
RWIA
Roger Wittlin Investment Advisory
California
$2.91M
3
Morgan Stanley
Morgan Stanley
New York
$8.89M
4
SWA
Stratos Wealth Advisors
Ohio
$6.67M
5
Citadel Advisors
Citadel Advisors
Florida
$2.24M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$10.4M
2
SL
Systelligence LLC
Minnesota
$0
3
SWP
Stratos Wealth Partners
Ohio
$548K
4
PG
Prostatis Group
Maryland
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Western Wealth Management
Colorado
$514K +$63.8K +476 +14%
PAG
27
Private Advisor Group
New Jersey
$492K -$47.7K -356 -9%
Truist Financial
28
Truist Financial
North Carolina
$468K +$29.6K +221 +7%
DAS
29
Dynamic Advisor Solutions
Arizona
$457K -$13.8K -103 -3%
CAG
30
Csenge Advisory Group
Florida
$456K +$536 +4 +0.1%
LFAS
31
Level Four Advisory Services
Texas
$429K -$22.5K -168 -5%
PCG
32
Prosperity Consulting Group
Maryland
$330K +$18.9K +141 +6%
WPC
33
Waters Parkerson & Co
Louisiana
$296K – – –
VC
34
Veracity Capital
Georgia
$293K -$3.62K -27 -1%
Betterment LLC
35
Betterment LLC
New York
$277K +$25.7K +192 +10%
GVAG
36
Great Valley Advisor Group
Delaware
$240K -$16.1K -120 -6%
CMS
37
Capital Market Strategies
Florida
$209K +$2.55K +19 +1%
PFA
38
Professional Financial Advisors
Nebraska
$207K -$13K -97 -6%
CA
39
CoreCap Advisors
Michigan
$161K +$161K +1,202 New
PTC
40
Private Trust Company
Ohio
$147K +$147K +1,096 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$121K +$121K +905 New
US Bancorp
42
US Bancorp
Minnesota
$69K – – –
FFA
43
Founders Financial Alliance
North Carolina
$54K +$54K +404 New
MAM
44
Meeder Asset Management
Ohio
$32K +$32K +239 New
GRP
45
Global Retirement Partners
California
$18K – – –
GWM
46
Geneos Wealth Management
Colorado
$12K – – –
BW
47
Bison Wealth
Georgia
$10K +$10K +75 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$8K +$1.42K +11 +22%
UBS Group
49
UBS Group
Switzerland
$7K -$43.5K -311 -86%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
1
2
3