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SPDR S&P 1500 Value Tilt ETF

81 hedge funds and large institutions have $287M invested in SPDR S&P 1500 Value Tilt ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.85M
MCC
27
Money Concepts Capital
Florida
$1.84M
WIA
28
World Investment Advisors
California
$1.69M
MFG
29
Merit Financial Group
Georgia
$1.6M
EH
30
Equitable Holdings
New York
$1.59M
PAG
31
Private Advisor Group
New Jersey
$1.27M
AAS
32
Ameritas Advisory Services
Nebraska
$1.26M
SAM
33
Smartleaf Asset Management
Massachusetts
$1.22M
Truist Financial
34
Truist Financial
North Carolina
$1.19M
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$988K
SI
36
Stephens Inc
Arkansas
$985K
KWS
37
Keystone Wealth Services
California
$944K
HH
38
Hilltop Holdings
Texas
$833K
AWS
39
Atria Wealth Solutions
New York
$746K
CA
40
CoreCap Advisors
Michigan
$733K
SI
41
Saxon Interests
Texas
$694K
CFP
42
Comprehensive Financial Planning
Pennsylvania
$629K
WC
43
Waterloo Capital
Texas
$597K
WWM
44
Western Wealth Management
Colorado
$571K
ACA
45
Aspire Capital Advisors
Washington
$548K
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$543K
OFG
47
Opulen Financial Group
Virginia
$537K
CPA
48
Compass Planning Associates
Massachusetts
$527K
LFAS
49
Level Four Advisory Services
Texas
$506K
KAS
50
Kestra Advisory Services
Texas
$502K