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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

63 hedge funds and large institutions have $220M invested in SPDR S&P 1500 Value Tilt ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
13
Increased
25
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MAI Capital Management
Ohio
$11M
2
VF
Virtu Financial
New York
$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
$4.72M
4
WIA
World Investment Advisors
California
$1.63M
5
RWIA
Roger Wittlin Investment Advisory
California
$7.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.57M
2
LPL Financial
LPL Financial
California
$64M
3
AAS
Avantax Advisory Services
Texas
$0
4
WAP
Wealthcare Advisory Partners
Pennsylvania
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.22M +$1.22M +6,970 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.16M +$445K +2,540 +62%
Truist Financial
28
Truist Financial
North Carolina
$1.09M -$22.8K -130 -2%
KWS
29
Keystone Wealth Services
California
$1.08M -$11K -63 -1%
UBS Group
30
UBS Group
Switzerland
$1.08M +$1.08M +6,160 New
EH
31
Equitable Holdings
New York
$1.06M +$6.49K +37 +0.6%
Mariner
32
Mariner
Kansas
$1.03M +$55.2K +315 +6%
SI
33
Stephens Inc
Arkansas
$939K – – –
AAS
34
Ameritas Advisory Services
Nebraska
$801K +$504K +2,879 +169%
SI
35
Saxon Interests
Texas
$716K -$28.8K -164 -4%
CA
36
Cetera Advisors
Colorado
$588K +$162K +926 +38%
WWM
37
Western Wealth Management
Colorado
$529K +$151K +860 +40%
NA
38
NewEdge Advisors
Louisiana
$515K -$1.05K -6 -0.2%
TRCT
39
Tower Research Capital (TRC)
New York
$487K +$487K +2,780 New
LFAS
40
Level Four Advisory Services
Texas
$469K – – –
CA
41
CoreCap Advisors
Michigan
$462K +$92.4K +527 +25%
DAS
42
Dynamic Advisor Solutions
Arizona
$345K -$10.7K -61 -3%
AWS
43
Atria Wealth Solutions
New York
$307K +$307K +1,749 New
SWA
44
Stratos Wealth Advisors
Ohio
$295K -$15.4K -88 -5%
GVAG
45
Great Valley Advisor Group
Delaware
$274K +$8.07K +46 +3%
FPW
46
Flagship Private Wealth
Massachusetts
$270K +$701 +4 +0.3%
GRP
47
Global Retirement Partners
California
$234K +$27.5K +157 +13%
KAS
48
Kestra Advisory Services
Texas
$233K +$1.05K +6 +0.5%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$229K +$229K +1,305 New
PCG
50
Prosperity Consulting Group
Maryland
$225K -$40.7K -232 -15%
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