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SPDR S&P 1500 Value Tilt ETF

87 hedge funds and large institutions have $340M invested in SPDR S&P 1500 Value Tilt ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$737K
SI
52
Saxon Interests
Texas
$694K
VF
53
Virtu Financial
New York
$665K
CFP
54
Comprehensive Financial Planning
Pennsylvania
$639K
WWM
55
Western Wealth Management
Colorado
$599K
GRP
56
Global Retirement Partners
California
$566K
OFG
57
Opulen Financial Group
Virginia
$562K
CPA
58
Compass Planning Associates
Massachusetts
$554K
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$536K
LFAS
60
Level Four Advisory Services
Texas
$496K
ACA
61
Aspire Capital Advisors
Washington
$404K
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$347K
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$338K
ACP
64
Argyle Capital Partners
California
$319K
AC
65
Avant Capital
Louisiana
$316K
DAS
66
Dynamic Advisor Solutions
Arizona
$291K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$286K
FPW
68
Flagship Private Wealth
Massachusetts
$279K
Mariner
69
Mariner
Kansas
$251K
NS
70
NBC Securities
Alabama
$236K
Brown Advisory
71
Brown Advisory
Maryland
$229K
PTC
72
Private Trust Company
Ohio
$198K
US Bancorp
73
US Bancorp
Minnesota
$98.4K
CFD
74
Creative Financial Designs
Indiana
$40.4K
SPIA
75
Steward Partners Investment Advisory
New York
$35.4K