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SPDR S&P 1500 Value Tilt ETF

46 hedge funds and large institutions have $115M invested in SPDR S&P 1500 Value Tilt ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
21
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$24.7M +$2.52M +20,007 +11%
Ameriprise
2
Ameriprise
Minnesota
$20.6M -$1.16M -9,189 -5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.57M +$8.57M +68,046 New
Morgan Stanley
4
Morgan Stanley
New York
$8.44M +$75.4K +599 +0.9%
LWA
5
LWS Wealth Advisors
New Jersey
$7.62M +$74.8K +594 +1%
Bank of America
6
Bank of America
North Carolina
$7.36M -$2.37M -18,853 -24%
SWA
7
Stratos Wealth Advisors
Ohio
$7.12M +$855K +6,796 +14%
MFG
8
Merit Financial Group
Georgia
$3.31M +$3.31M +26,297 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3M +$457K +3,628 +18%
IWM
10
IHT Wealth Management
Illinois
$2.72M -$489K -3,881 -15%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.97M +$398K +3,165 +25%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.83M +$430K +3,416 +31%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$1.69M +$1.58M +12,532 +1,385%
AAS
14
Avantax Advisory Services
Texas
$1.62M -$79.2K -629 -5%
TRCT
15
Tower Research Capital (TRC)
New York
$1.49M +$810K +6,437 +120%
APA
16
American Portfolios Advisors
New York
$1.18M -$18.1K -144 -2%
Citadel Advisors
17
Citadel Advisors
Florida
$1.09M -$1.02M -8,127 -48%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$947K +$257K +2,043 +37%
GVAG
19
Great Valley Advisor Group
Delaware
$929K +$703K +5,587 +312%
JWCA
20
J.W. Cole Advisors
Florida
$734K +$93.7K +745 +15%
SPC
21
Sigma Planning Corp
Michigan
$721K -$703K -5,587 -49%
SI
22
Stephens Inc
Arkansas
$603K
EH
23
Equitable Holdings
New York
$575K +$41.3K +328 +8%
Truist Financial
24
Truist Financial
North Carolina
$567K +$127K +1,006 +29%
WWM
25
Western Wealth Management
Colorado
$537K +$53.4K +424 +11%