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SPDR S&P 1500 Value Tilt ETF

40 hedge funds and large institutions have $141M invested in SPDR S&P 1500 Value Tilt ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
40
Holders Change
+18
Holders Change %
+81.82%
% of All Funds
0.7%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
19
Increased
10
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$38.4M 262,464 -17,138 -6%
SL
2
Systelligence LLC
Minnesota
$21.2M 144,519 +40,475 +39%
ECA
3
Elevation Capital Advisory
Oregon
$15.5M 105,927 +105,927 New
Ameriprise
4
Ameriprise
Minnesota
$12.8M 87,245 +87,245 New
LPL Financial
5
LPL Financial
California
$11.4M 77,843 +21,049 +37%
LWA
6
LWS Wealth Advisors
New Jersey
$8.41M 57,447 +57,447 New
Morgan Stanley
7
Morgan Stanley
New York
$7.42M 50,677 +20,917 +70%
PG
8
Prostatis Group
Maryland
$6.31M 43,082 +43,082 New
SPC
9
Sigma Planning Corp
Michigan
$2.05M 13,988 +13,988 New
SWP
10
Stratos Wealth Partners
Ohio
$1.92M 13,102 +13,102 New
IWM
11
IHT Wealth Management
Illinois
$1.85M 12,663 +12,663 New
SCM
12
Southport Capital Management
Tennessee
$1.33M 9,068 +1,208 +15%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.32M 8,982 -239 -3%
CAN
14
Cetera Advisor Networks
California
$1.05M 7,194 +2,658 +59%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.05M 7,160 +7,160 New
Goldman Sachs
16
Goldman Sachs
New York
$1.03M 7,038 -100 -1%
WP
17
WealthShield Partners
North Carolina
$938K 6,406 -59 -0.9%
IWC
18
Integrated Wealth Concepts
Massachusetts
$815K 5,566 +5,566 New
LFAS
19
Level Four Advisory Services
Texas
$800K 5,461 -1,946 -26%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$780K 5,325 -1,047 -16%
AAS
21
Avantax Advisory Services
Texas
$769K 5,256 +5,256 New
SI
22
Stephens Inc
Arkansas
$523K 3,575
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$508K 3,468 +161 +5%
CAG
24
Csenge Advisory Group
Florida
$496K 3,366 +1,261 +60%
MML Investors Services
25
MML Investors Services
Massachusetts
$387K 2,641 +2,641 New