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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

39 hedge funds and large institutions have $133M invested in SPDR S&P 1500 Value Tilt ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
21
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$19.8M
2
FTUS
2
Flow Traders U.S.
New York
$1.65M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.01M
4
Bank of America
4
Bank of America
North Carolina
$39.6M
5
WP
5
WealthSource Partners
California
$1.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.35M
2
LPL Financial
2
LPL Financial
California
$9.31M
3
SWP
3
Stratos Wealth Partners
Ohio
$0
4
SCM
4
Southport Capital Management
Tennessee
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39.6M 273,677 +11,213 +4%
SL
2
Systelligence LLC
Minnesota
$20.9M 144,881 +362 +0.3%
Ameriprise
3
Ameriprise
Minnesota
$19.8M 137,067 +49,822 +57%
LPL Financial
4
LPL Financial
California
$9.31M 64,399 -13,444 -17%
LWA
5
LWS Wealth Advisors
New Jersey
$8.6M 59,480 +2,033 +4%
PG
6
Prostatis Group
Maryland
$6.66M 46,032 +2,950 +7%
Morgan Stanley
7
Morgan Stanley
New York
$5.35M 36,999 -13,678 -27%
IWM
8
IHT Wealth Management
Illinois
$2.52M 17,454 +4,791 +38%
Citadel Advisors
9
Citadel Advisors
Florida
$2.01M 13,893 +11,332 +442%
SPC
10
Sigma Planning Corp
Michigan
$1.71M 11,822 -2,166 -15%
FTUS
11
Flow Traders U.S.
New York
$1.65M 11,391 +11,391 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.59M 11,016 +3,856 +54%
AAS
13
Avantax Advisory Services
Texas
$1.44M 9,916 +4,660 +89%
IWC
14
Integrated Wealth Concepts
Massachusetts
$1.3M 8,984 +3,418 +61%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.28M 8,866 -116 -1%
WP
16
WealthSource Partners
California
$1.16M 8,018 +8,018 New
CAN
17
Cetera Advisor Networks
California
$1.13M 7,797 +603 +8%
LFAS
18
Level Four Advisory Services
Texas
$841K 5,816 +355 +7%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$686K 4,745 +1,277 +37%
TRCT
20
Tower Research Capital (TRC)
New York
$656K 4,537 +4,537 New
SI
21
Stephens Inc
Arkansas
$517K 3,575 – –
CAG
22
Csenge Advisory Group
Florida
$508K 3,478 +112 +3%
MML Investors Services
23
MML Investors Services
Massachusetts
$502K 3,474 +833 +32%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$475K 3,288 -2,037 -38%
EH
25
Equitable Holdings
New York
$474K 3,281 +3,281 New
1
2