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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

22 hedge funds and large institutions have $75.1M invested in SPDR S&P 1500 Value Tilt ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
6
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$38.8M
2
SL
Systelligence LLC
Minnesota
$14.4M
3
LPL Financial
LPL Financial
California
$7.88M
4
Morgan Stanley
Morgan Stanley
New York
$4.13M
5
Citadel Advisors
Citadel Advisors
Florida
$1.33M

Top Sellers

1
LFAS
Level Four Advisory Services
Texas
$1.03M
2
NFG
Next Financial Group
Texas
$0
3
PFA
Professional Financial Advisors
Nebraska
$230K
4
JFS
JD Financial Services
Pennsylvania
$0
5
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$38.8M +$38.4M +276,451 +8,773%
SL
2
Systelligence LLC
Minnesota
$14.4M +$8.65M +62,342 +149%
LPL Financial
3
LPL Financial
California
$7.88M +$4.34M +31,276 +123%
Morgan Stanley
4
Morgan Stanley
New York
$4.13M +$4.07M +29,339 +6,969%
Citadel Advisors
5
Citadel Advisors
Florida
$1.33M +$1.33M +9,555 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.28M +$512K +3,689 +67%
SCM
7
Southport Capital Management
Tennessee
$1.09M +$1.09M +7,860 New
LFAS
8
Level Four Advisory Services
Texas
$1.03M -$4.55M -32,816 -82%
Goldman Sachs
9
Goldman Sachs
New York
$991K +$13.9K +100 +1%
WP
10
WealthShield Partners
North Carolina
$897K +$897K +6,465 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$884K +$884K +6,372 New
CAN
12
Cetera Advisor Networks
California
$629K +$629K +4,536 New
SI
13
Stephens Inc
Arkansas
$496K – – –
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$459K +$459K +3,307 New
CAG
15
Csenge Advisory Group
Florida
$299K +$299K +2,105 New
PFA
16
Professional Financial Advisors
Nebraska
$230K -$710K -5,109 -76%
FPW
17
Flagship Private Wealth
Massachusetts
$150K – – –
US Bancorp
18
US Bancorp
Minnesota
$71K – – –
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
GWM
20
Geneos Wealth Management
Colorado
$13K -$2.05K -15 -14%
BlackRock
21
BlackRock
New York
$5K – – –
NFG
22
Next Financial Group
Texas
– -$979K -8,068 Closed
JFS
23
JD Financial Services
Pennsylvania
– -$356K -2,934 Closed
UBS Group
24
UBS Group
Switzerland
– -$193K -1,591 Closed
CFD
25
Creative Financial Designs
Indiana
– -$17K -137 Closed