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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

78 hedge funds and large institutions have $252M invested in SPDR S&P 1500 Value Tilt ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
31
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16M
2
UWM
USAdvisors Wealth Management
Minnesota
$2.38M
3
Osaic Holdings
Osaic Holdings
Arizona
$12.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.3M
5
MML Investors Services
MML Investors Services
Massachusetts
$1.58M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$16.5M
2
VF
Virtu Financial
New York
$0
3
UBS Group
UBS Group
Switzerland
$2.03K
4
LPL Financial
LPL Financial
California
$64.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$1.6M +$112K +607 +7%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.58M +$1.58M +8,581 New
EH
28
Equitable Holdings
New York
$1.26M +$161K +877 +15%
Truist Financial
29
Truist Financial
North Carolina
$1.21M +$17.9K +97 +1%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.21M +$80.4K +437 +7%
IAA
31
Independent Advisor Alliance
North Carolina
$1.19M +$1.19M +6,486 New
AAS
32
Ameritas Advisory Services
Nebraska
$1.16M +$75.5K +410 +7%
KWS
33
Keystone Wealth Services
California
$994K -$15.8K -86 -2%
SI
34
Stephens Inc
Arkansas
$986K – – –
KAS
35
Kestra Advisory Services
Texas
$953K +$500K +2,718 +111%
IWC
36
Integrated Wealth Concepts
Massachusetts
$896K -$14.7K -80 -2%
SAM
37
Smartleaf Asset Management
Massachusetts
$894K +$37.7K +205 +4%
PAG
38
Private Advisor Group
New Jersey
$878K +$35.3K +192 +4%
AAS
39
Avantax Advisory Services
Texas
$748K +$417K +2,263 +126%
SI
40
Saxon Interests
Texas
$705K -$18.2K -99 -3%
CA
41
CoreCap Advisors
Michigan
$649K +$56.3K +306 +9%
CFP
42
Comprehensive Financial Planning
Pennsylvania
$626K +$626K +3,403 New
WWM
43
Western Wealth Management
Colorado
$583K +$2.21K +12 +0.4%
HH
44
Hilltop Holdings
Texas
$566K +$368 +2 +0.1%
AWS
45
Atria Wealth Solutions
New York
$537K +$123K +667 +30%
OFG
46
Opulen Financial Group
Virginia
$537K +$537K +2,916 New
CPA
47
Compass Planning Associates
Massachusetts
$525K +$525K +2,854 New
LFAS
48
Level Four Advisory Services
Texas
$507K – – –
NA
49
NewEdge Advisors
Louisiana
$475K -$64.8K -352 -12%
WC
50
Waterloo Capital
Texas
$417K -$59.4K -323 -12%
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