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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 %
PFBT
51
Parkside Financial Bank & Trust
Missouri
$21.9K – – –
GWM
52
Geneos Wealth Management
Colorado
$15.2K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$14.4K -$24.4K -152 -63%
T
54
Tidemark
California
$9.14K +$9.14K +57 New
OFG
55
Oxford Financial Group
Indiana
$8.75K +$8.75K +55 New
AF
56
Advisornet Financial
Minnesota
$7.21K +$3.21K +20 +80%
IHWM
57
Iron Horse Wealth Management
Iowa
$5.29K +$5.29K +33 New
FCT
58
First Community Trust
Iowa
$3.37K +$3.37K +21 New
Wells Fargo
59
Wells Fargo
California
$142 -$35.5K -250 -100%
OP
60
ORG Partners
Indiana
$23 – – –
EW
61
Evoke Wealth
California
– -$4.86M -33,591 Closed
GM
62
GeoWealth Management
Illinois
– -$4.69M -32,466 Closed
VF
63
Virtu Financial
New York
– -$935K -6,467 Closed
IWC
64
Integrated Wealth Concepts
Massachusetts
– -$841K -5,819 Closed
TRCT
65
Tower Research Capital (TRC)
New York
– -$746K -5,163 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$461K -3,188 Closed
FTUS
67
Flow Traders U.S.
New York
– -$399K -2,763 Closed
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
– -$330K -2,281 Closed
CAG
69
Csenge Advisory Group
Florida
– -$223K -1,539 Closed
UBS Group
70
UBS Group
Switzerland
– -$13K -90 Closed
AFS
71
Annapolis Financial Services
Maryland
– -$8.96K -62 Closed
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