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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

54 hedge funds and large institutions have $183M invested in SPDR S&P 1500 Value Tilt ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
23
Reduced
12
Closed
5
Calls
–
Puts
$14.7M
Net Calls
-$14.7M
Net Calls Change
-$14.7M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.9M
2
LPL Financial
2
LPL Financial
California
$22.4M
3
SWA
3
Stratos Wealth Advisors
Ohio
$5.22M
4
SWP
4
Stratos Wealth Partners
Ohio
$4.13M
5
Ameriprise
5
Ameriprise
Minnesota
$26.7M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$18.5M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$667K
3
SCM
3
Southport Capital Management
Tennessee
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
LFAS
5
Level Four Advisory Services
Texas
$523K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$54.9M +$13.8M +89,301 +34%
Ameriprise
2
Ameriprise
Minnesota
$26.7M +$2.44M +15,781 +10%
LPL Financial
3
LPL Financial
California
$22.4M +$10.9M +70,155 +94%
SL
4
Systelligence LLC
Minnesota
$18.5M -$1.28M -8,276 -6%
LWA
5
LWS Wealth Advisors
New Jersey
$9.32M -$37.8K -244 -0.4%
Morgan Stanley
6
Morgan Stanley
New York
$6.94M +$1.09M +7,038 +19%
SWA
7
Stratos Wealth Advisors
Ohio
$5.22M +$5.22M +33,673 New
SWP
8
Stratos Wealth Partners
Ohio
$4.13M +$4.13M +26,673 New
IWM
9
IHT Wealth Management
Illinois
$4.05M +$520K +3,353 +15%
PG
10
Prostatis Group
Maryland
$2.68M -$59.7K -385 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.11M +$1.84M +11,861 +688%
AAS
12
Avantax Advisory Services
Texas
$2.1M +$117K +755 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.02M +$185K +1,194 +10%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.94M +$235K +1,517 +14%
SPC
15
Sigma Planning Corp
Michigan
$1.81M -$155 -1 -0%
Jane Street
16
Jane Street
New York
$1.44M +$1.44M +9,300 New
APA
17
American Portfolios Advisors
New York
$1.34M +$927K +5,983 +224%
WP
18
WealthSource Partners
California
$1.05M -$245K -1,580 -19%
CAN
19
Cetera Advisor Networks
California
$1.04M -$2.79K -18 -0.3%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$993K +$156K +1,006 +19%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$866K +$866K +5,586 New
JWCA
22
J.W. Cole Advisors
Florida
$841K +$592K +3,817 +237%
SI
23
Stephens Inc
Arkansas
$742K +$188K +1,215 +34%
EH
24
Equitable Holdings
New York
$688K +$31.6K +204 +5%
Citadel Advisors
25
Citadel Advisors
Florida
$676K +$676K +4,360 New
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