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SPDR S&P 1500 Value Tilt ETF

51 hedge funds and large institutions have $112M invested in SPDR S&P 1500 Value Tilt ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
19
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$23.6M +$4.27M +31,873 +22%
Ameriprise
2
Ameriprise
Minnesota
$23.1M +$66.2K +495 +0.3%
Bank of America
3
Bank of America
North Carolina
$10.4M -$37.1M -277,169 -78%
Morgan Stanley
4
Morgan Stanley
New York
$8.89M +$2.9M +21,654 +48%
LWA
5
LWS Wealth Advisors
New Jersey
$8.02M -$28.4K -212 -0.4%
SWA
6
Stratos Wealth Advisors
Ohio
$6.67M +$2.16M +16,126 +48%
IWM
7
IHT Wealth Management
Illinois
$3.41M -$85.1K -636 -2%
RWIA
8
Roger Wittlin Investment Advisory
California
$2.91M +$2.91M +21,729 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.71M +$888K +6,636 +49%
Citadel Advisors
10
Citadel Advisors
Florida
$2.24M +$1.66M +12,400 +284%
AAS
11
Avantax Advisory Services
Texas
$1.81M +$1.21K +9 +0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.68M +$2.68K +20 +0.2%
SPC
13
Sigma Planning Corp
Michigan
$1.52M -$49.7K -371 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.49M -$262K -1,955 -15%
APA
15
American Portfolios Advisors
New York
$1.27M +$115K +857 +10%
WP
16
WealthSource Partners
California
$764K -$140K -1,045 -15%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$734K +$308K +2,303 +72%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$729K +$385K +2,875 +112%
TRCT
19
Tower Research Capital (TRC)
New York
$719K +$362K +2,704 +101%
JWCA
20
J.W. Cole Advisors
Florida
$681K -$45K -336 -6%
SI
21
Stephens Inc
Arkansas
$641K
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$628K -$230K -1,718 -27%
EH
23
Equitable Holdings
New York
$568K -$26.1K -195 -4%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$558K -$190K -1,420 -25%
SWP
25
Stratos Wealth Partners
Ohio
$548K -$3.02M -22,578 -85%