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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 %
CMS
51
Capital Market Strategies
Florida
$213K +$213K +1,214 New
PFA
52
Professional Financial Advisors
Nebraska
$210K -$19.1K -109 -8%
KFGK
53
Keystone Financial Group (Kentucky)
Kentucky
$207K +$207K +1,179 New
US Bancorp
54
US Bancorp
Minnesota
$89.8K – – –
PTC
55
Private Trust Company
Ohio
$55.2K -$5.26K -30 -9%
CFD
56
Creative Financial Designs
Indiana
$36.8K +$36.8K +210 New
HIA
57
Harbor Investment Advisory
Maryland
$26.3K – – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$24.4K +$8.59K +49 +54%
PFBT
59
Parkside Financial Bank & Trust
Missouri
$23.9K – – –
GWM
60
Geneos Wealth Management
Colorado
$16.7K – – –
ME
61
McIlrath & Eck
Washington
$15.6K +$15.6K +89 New
AF
62
Advisornet Financial
Minnesota
$12.3K +$4.38K +25 +56%
S
63
SignatureFD
Georgia
$7.2K +$7.2K +41 New
Wells Fargo
64
Wells Fargo
California
$43 -$142 -1 Closed
AAS
65
Avantax Advisory Services
Texas
– -$1.4M -8,722 Closed
WAP
66
Wealthcare Advisory Partners
Pennsylvania
– -$341K -2,130 Closed
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
– -$291K -1,817 Closed
T
68
Tidemark
California
– -$9.14K -57 Closed
OFG
69
Oxford Financial Group
Indiana
– -$8.75K -55 Closed
IHWM
70
Iron Horse Wealth Management
Iowa
– -$5.29K -33 Closed
FCT
71
First Community Trust
Iowa
– -$3.37K -21 Closed
OP
72
ORG Partners
Indiana
– -$23 – –
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