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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

56 hedge funds and large institutions have $134M invested in SPDR S&P 1500 Value Tilt ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
15
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$32.8M
2
RWIA
Roger Wittlin Investment Advisory
California
$4M
3
Ameriprise
Ameriprise
Minnesota
$26.1M
4
MCC
Money Concepts Capital
Florida
$1.57M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$10.8M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
$0
2
Morgan Stanley
Morgan Stanley
New York
$7.35M
3
Bank of America
Bank of America
North Carolina
$6.66M
4
TRCT
Tower Research Capital (TRC)
New York
$252K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$13.3K – – –
BAM
52
Byrne Asset Management
New Jersey
$9.09K +$9.09K +65 New
VF
53
VitalStone Financial
Texas
$8K +$8K +57 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$4K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$3K +$3K +25 New
Wells Fargo
56
Wells Fargo
California
$140 +$140 +1 New
IWM
57
IHT Wealth Management
Illinois
– -$2.72M -21,615 Closed
Citadel Advisors
58
Citadel Advisors
Florida
– -$1.09M -8,633 Closed
WP
59
WealthSource Partners
California
– -$491K -3,903 Closed
PAG
60
Private Advisor Group
New Jersey
– -$364K -2,889 Closed
SWP
61
Stratos Wealth Partners
Ohio
– -$320K -2,545 Closed
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