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SPDR S&P 1500 Value Tilt ETF

56 hedge funds and large institutions have $134M invested in SPDR S&P 1500 Value Tilt ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
15
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
26
Equitable Holdings
New York
$487K -$152K -1,087 -24%
CAG
27
Csenge Advisory Group
Florida
$483K +$1.82K +13 +0.4%
LFAS
28
Level Four Advisory Services
Texas
$422K -$28.7K -205 -6%
DAS
29
Dynamic Advisor Solutions
Arizona
$408K +$5.45K +39 +1%
EFH
30
Eaton Financial Holdings
Florida
$367K +$367K +2,624 New
WWM
31
Western Wealth Management
Colorado
$299K -$297K -2,122 -50%
Betterment LLC
32
Betterment LLC
New York
$272K -$17.1K -122 -6%
PCG
33
Prosperity Consulting Group
Maryland
$260K -$89.3K -639 -26%
TRCT
34
Tower Research Capital (TRC)
New York
$252K -$1.4M -10,004 -85%
CA
35
CoreCap Advisors
Michigan
$250K +$20.3K +145 +9%
GVAG
36
Great Valley Advisor Group
Delaware
$230K -$802K -5,734 -78%
KCM
37
KM Capital Management
Texas
$217K +$217K +1,552 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$217K +$217K +1,553 New
CMS
39
Capital Market Strategies
Florida
$217K +$217K +1,549 New
WFAG
40
Wescott Financial Advisory Group
Pennsylvania
$212K +$212K +1,517 New
WPC
41
Waters Parkerson & Co
Louisiana
$210K +$210K +1,500 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$207K +$207K +1,479 New
FPW
43
Flagship Private Wealth
Massachusetts
$205K +$205K +1,470 New
PFA
44
Professional Financial Advisors
Nebraska
$202K -$13.3K -95 -6%
PTC
45
Private Trust Company
Ohio
$199K
UBS Group
46
UBS Group
Switzerland
$163K -$238K -1,699 -59%
US Bancorp
47
US Bancorp
Minnesota
$71.6K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$39.6K +$39.3K +281 +14,050%
FFA
49
Founders Financial Alliance
North Carolina
$25.7K -$30.8K -220 -54%
GRP
50
Global Retirement Partners
California
$19.2K