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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

59 hedge funds and large institutions have $196M invested in SPDR S&P 1500 Value Tilt ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.86%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
16
Increased
22
Reduced
17
Closed
11
Calls
–
Puts
$1.08M
Net Calls
-$1.08M
Net Calls Change
+$27.8M

Top Buyers

1
LPL Financial
LPL Financial
California
$60.4M
2
IGWM
ICA Group Wealth Management
Colorado
$11.6M
3
Morgan Stanley
Morgan Stanley
New York
$12M
4
SWP
ShoreHaven Wealth Partners
New Jersey
$4.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.82M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$4.36M
2
EW
Evoke Wealth
California
$0
3
GM
GeoWealth Management
Illinois
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$1.72M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
26
Keystone Wealth Services
California
$1,000K +$14.4K +90 +1%
EH
27
Equitable Holdings
New York
$961K +$207K +1,289 +27%
Mariner
28
Mariner
Kansas
$887K +$887K +5,533 New
SI
29
Stephens Inc
Arkansas
$858K -$195K -1,215 -18%
SI
30
Saxon Interests
Texas
$681K +$681K +4,248 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$652K +$342K +2,135 +111%
NA
32
NewEdge Advisors
Louisiana
$473K +$473K +2,941 New
LFAS
33
Level Four Advisory Services
Texas
$469K – – –
CA
34
Cetera Advisors
Colorado
$389K +$389K +2,429 New
WWM
35
Western Wealth Management
Colorado
$346K +$1.12K +7 +0.3%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$341K -$7.37K -46 -2%
CA
37
CoreCap Advisors
Michigan
$338K -$2.89K -18 -0.8%
DAS
38
Dynamic Advisor Solutions
Arizona
$323K +$14.5K +91 +5%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$291K +$291K +1,817 New
SWA
40
Stratos Wealth Advisors
Ohio
$284K -$113K -704 -28%
AAS
41
Ameritas Advisory Services
Nebraska
$273K +$273K +1,701 New
FPW
42
Flagship Private Wealth
Massachusetts
$246K +$641 +4 +0.3%
GVAG
43
Great Valley Advisor Group
Delaware
$243K -$1.6K -10 -0.7%
PCG
44
Prosperity Consulting Group
Maryland
$242K -$68.4K -427 -22%
KAS
45
Kestra Advisory Services
Texas
$212K +$212K +1,325 New
PFA
46
Professional Financial Advisors
Nebraska
$210K +$210K +1,308 New
GRP
47
Global Retirement Partners
California
$186K +$475 +3 +0.3%
US Bancorp
48
US Bancorp
Minnesota
$82.1K – – –
PTC
49
Private Trust Company
Ohio
$55.3K -$168K -1,048 -75%
HIA
50
Harbor Investment Advisory
Maryland
$24K +$24K +150 New
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2
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