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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

53 hedge funds and large institutions have $146M invested in SPDR S&P 1500 Value Tilt ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
19
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$31.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$891K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$809K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$442K
5
Morgan Stanley
5
Morgan Stanley
New York
$10.4M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$1.71M
2
PAG
2
Private Advisor Group
New Jersey
$869K
3
LPL Financial
3
LPL Financial
California
$35.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$515K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$569K +$6.24K +42 +1%
Citadel Advisors
27
Citadel Advisors
Florida
$515K -$984K -6,626 -66%
CAG
28
Csenge Advisory Group
Florida
$513K +$1.93K +13 +0.4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$442K +$438K +2,947 +11,788%
LFAS
30
Level Four Advisory Services
Texas
$435K -$14.1K -95 -3%
SWA
31
Stratos Wealth Advisors
Ohio
$400K -$743 -5 -0.2%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$395K -$80.4K -541 -17%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$342K -$282K -1,895 -45%
DAS
34
Dynamic Advisor Solutions
Arizona
$327K -$40.3K -271 -11%
WWM
35
Western Wealth Management
Colorado
$318K +$1.04K +7 +0.3%
PCG
36
Prosperity Consulting Group
Maryland
$301K -$3.56K -24 -1%
CA
37
CoreCap Advisors
Michigan
$292K +$292K +1,963 New
GVAG
38
Great Valley Advisor Group
Delaware
$235K -$9.66K -65 -4%
FPW
39
Flagship Private Wealth
Massachusetts
$226K +$6.98K +47 +3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$220K +$220K +1,479 New
PTC
41
Private Trust Company
Ohio
$210K -$891 -6 -0.4%
PFA
42
Professional Financial Advisors
Nebraska
$206K -$37.7K -254 -15%
GRP
43
Global Retirement Partners
California
$174K +$446 +3 +0.3%
US Bancorp
44
US Bancorp
Minnesota
$76.1K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$41.1K +$1.34K +9 +3%
PG
46
Prostatis Group
Maryland
$37.4K +$37.4K +37,432 New
FCAG
47
First Capital Advisors Group
New Jersey
$36.5K +$36.5K +246 New
LWP
48
Lumature Wealth Partners
Georgia
$22.3K +$22.3K +150 New
PFBT
49
Parkside Financial Bank & Trust
Missouri
$20.3K +$20.3K +137 New
GWM
50
Geneos Wealth Management
Colorado
$14.1K – – –
1
2
3