VLU icon

SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

56 hedge funds and large institutions have $134M invested in SPDR S&P 1500 Value Tilt ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
15
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$32.8M
2
RWIA
2
Roger Wittlin Investment Advisory
California
$4M
3
Ameriprise
3
Ameriprise
Minnesota
$26.1M
4
MCC
4
Money Concepts Capital
Florida
$1.57M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$10.8M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$7.35M
3
Bank of America
3
Bank of America
North Carolina
$6.66M
4
TRCT
4
Tower Research Capital (TRC)
New York
$252K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$32.8M 234,692 +38,337 +20%
Ameriprise
2
Ameriprise
Minnesota
$26.1M 186,602 +23,147 +14%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.8M 77,455 +9,409 +14%
LWA
4
LWS Wealth Advisors
New Jersey
$8.29M 59,268 -1,227 -2%
SWA
5
Stratos Wealth Advisors
Ohio
$7.53M 53,875 -2,720 -5%
Morgan Stanley
6
Morgan Stanley
New York
$7.35M 52,605 -14,406 -21%
Bank of America
7
Bank of America
North Carolina
$6.66M 47,668 -10,807 -18%
RWIA
8
Roger Wittlin Investment Advisory
California
$4M 28,614 +28,614 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.99M 28,535 +4,686 +20%
MFG
10
Merit Financial Group
Georgia
$2.92M 20,908 -5,389 -20%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.55M 18,218 +2,530 +16%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.27M 16,228 +1,720 +12%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$1.93M 13,777 +340 +3%
AAS
14
Avantax Advisory Services
Texas
$1.62M 11,588 -1,306 -10%
MCC
15
Money Concepts Capital
Florida
$1.57M 11,239 +11,239 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.36M 9,728 +2,199 +29%
JWCA
17
J.W. Cole Advisors
Florida
$896K 6,412 +578 +10%
SPC
18
Sigma Planning Corp
Michigan
$786K 5,624 -102 -2%
KWS
19
Keystone Wealth Services
California
$774K 5,534 +5,534 New
SI
20
Stephens Inc
Arkansas
$670K 4,790 – –
Truist Financial
21
Truist Financial
North Carolina
$635K 4,542 +37 +0.8%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$585K 4,185 +16 +0.4%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$579K 4,142 – –
RJA
24
Raymond James & Associates
Florida
$547K 3,913 +3,913 New
SI
25
Saxon Interests
Texas
$505K 3,531 +3,531 New
1
2 3