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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

70 hedge funds and large institutions have $247M invested in SPDR S&P 1500 Value Tilt ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
25
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.63M
2
RJA
Raymond James & Associates
Florida
$9.86M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.3M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.76M

Top Sellers

1
LPL Financial
LPL Financial
California
$65M
2
VF
Virtu Financial
New York
$1.3M
3
Mariner
Mariner
Kansas
$0
4
TRCT
Tower Research Capital (TRC)
New York
$0
5
KAS
Kestra Advisory Services
Texas
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$247K +$553 +3 +0.2%
PFA
52
Professional Financial Advisors
Nebraska
$221K +$184 +1 +0.1%
CMS
53
Capital Market Strategies
Florida
$220K -$3.69K -20 -2%
Brown Advisory
54
Brown Advisory
Maryland
$220K +$220K +1,192 New
GVAG
55
Great Valley Advisor Group
Delaware
$217K -$64.7K -351 -23%
PTC
56
Private Trust Company
Ohio
$206K – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$149K +$90.4K +490 +155%
NS
58
NBC Securities
Alabama
$108K +$108K +588 New
US Bancorp
59
US Bancorp
Minnesota
$94.4K – – –
CFD
60
Creative Financial Designs
Indiana
$38.7K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$36.9K -$46.1K -250 -56%
HIA
62
Harbor Investment Advisory
Maryland
$27.7K – – –
PFBT
63
Parkside Financial Bank & Trust
Missouri
$25.2K – – –
AF
64
Allworth Financial
California
$21K +$21K +114 New
GWM
65
Geneos Wealth Management
Colorado
$17.5K – – –
EWP
66
Elevation Wealth Partners
California
$13.8K +$13.8K +75 New
AF
67
Advisornet Financial
Minnesota
$12.9K – – –
CFGS
68
Concourse Financial Group Securities
Alabama
$12.5K +$12.5K +68 New
NFSG
69
Newbridge Financial Services Group
Florida
$3.87K +$3.87K +21 New
GM
70
GeoWealth Management
Illinois
$3.69K +$3.69K +20 New
Wells Fargo
71
Wells Fargo
California
$53 -$93 -1 Closed
S
72
SignatureFD
Georgia
$8 -$8 – –
Mariner
73
Mariner
Kansas
– -$1.05M -6,108 Closed
TRCT
74
Tower Research Capital (TRC)
New York
– -$479K -2,783 Closed
PCG
75
Prosperity Consulting Group
Maryland
– -$217K -1,259 Closed
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