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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

78 hedge funds and large institutions have $252M invested in SPDR S&P 1500 Value Tilt ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
31
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$16M
2
UWM
2
USAdvisors Wealth Management
Minnesota
$2.38M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.58M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.5M
2
VF
2
Virtu Financial
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$2.03K
4
LPL Financial
4
LPL Financial
California
$64.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
51
Keystone Financial Group (Kentucky)
Kentucky
$306K +$16.4K +89 +6%
ACP
52
Argyle Capital Partners
California
$305K +$305K +1,658 New
GRP
53
Global Retirement Partners
California
$303K +$56.3K +306 +23%
DAS
54
Dynamic Advisor Solutions
Arizona
$298K -$23.6K -128 -7%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$297K +$149K +809 +100%
SWA
56
Stratos Wealth Advisors
Ohio
$281K +$1.47K +8 +0.5%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$269K +$269K +1,460 New
FPW
58
Flagship Private Wealth
Massachusetts
$268K – – –
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$243K -$112K -607 -31%
CMS
60
Capital Market Strategies
Florida
$220K +$368 +2 +0.2%
Brown Advisory
61
Brown Advisory
Maryland
$219K – – –
PFA
62
Professional Financial Advisors
Nebraska
$214K -$7K -38 -3%
PTC
63
Private Trust Company
Ohio
$198K -$7.18K -39 -3%
TRCT
64
Tower Research Capital (TRC)
New York
$97.7K +$97.7K +531 New
US Bancorp
65
US Bancorp
Minnesota
$94.2K – – –
CFD
66
Creative Financial Designs
Indiana
$38.7K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$33.9K -$2.95K -16 -8%
Comerica Bank
68
Comerica Bank
Texas
$29.1K +$29.1K +158 New
HIA
69
Harbor Investment Advisory
Maryland
$27.6K – – –
AWM
70
AE Wealth Management
Kansas
$27.6K +$27.6K +150 New
PFBT
71
Parkside Financial Bank & Trust
Missouri
$25.1K – – –
AF
72
Allworth Financial
California
$21.8K – – –
CFGS
73
Concourse Financial Group Securities
Alabama
$19.8K +$6.87K +36 +53%
GWM
74
Geneos Wealth Management
Colorado
$17.5K – – –
EWP
75
Elevation Wealth Partners
California
$13.8K – – –
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