VLU icon

SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

52 hedge funds and large institutions have $146M invested in SPDR S&P 1500 Value Tilt ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
27
Reduced
9
Closed
10
Calls
–
Puts
$1.23M
Net Calls
-$1.23M
Net Calls Change
-$1.23M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
$6.8M
2
LPL Financial
LPL Financial
California
$38.7M
3
Morgan Stanley
Morgan Stanley
New York
$9.56M
4
Citadel Advisors
Citadel Advisors
Florida
$1.43M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$903K

Top Sellers

1
SWA
Stratos Wealth Advisors
Ohio
$383K
2
SPC
Sigma Planning Corp
Michigan
$0
3
MFG
Merit Financial Group
Georgia
$2.37M
4
EFH
Eaton Financial Holdings
Florida
$0
5
Bank of America
Bank of America
North Carolina
$6.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$38.7M +$5.38M +37,888 +16%
Ameriprise
2
Ameriprise
Minnesota
$26.6M +$127K +894 +0.5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.9M +$858K +6,038 +8%
Morgan Stanley
4
Morgan Stanley
New York
$9.56M +$2.09M +14,704 +28%
LWA
5
LWS Wealth Advisors
New Jersey
$8.64M +$225K +1,581 +3%
PAG
6
Private Advisor Group
New Jersey
$6.8M +$6.8M +47,880 New
Bank of America
7
Bank of America
North Carolina
$6.44M -$331K -2,332 -5%
RWIA
8
Roger Wittlin Investment Advisory
California
$4.72M +$655K +4,609 +16%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.56M +$504K +3,550 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.73M +$142K +1,000 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.52M +$219K +1,542 +10%
MFG
12
Merit Financial Group
Georgia
$2.37M -$599K -4,219 -20%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$1.98M +$21.9K +154 +1%
OP
14
ORG Partners
Indiana
$1.78M +$1.78M +12,434 New
AAS
15
Avantax Advisory Services
Texas
$1.56M -$88.1K -620 -5%
RJA
16
Raymond James & Associates
Florida
$1.45M +$892K +6,280 +160%
Citadel Advisors
17
Citadel Advisors
Florida
$1.43M +$1.43M +10,094 New
JWCA
18
J.W. Cole Advisors
Florida
$1.24M +$325K +2,286 +36%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$903K +$903K +6,358 New
KWS
20
Keystone Wealth Services
California
$858K +$72K +507 +9%
Truist Financial
21
Truist Financial
North Carolina
$721K +$76K +535 +12%
TRCT
22
Tower Research Capital (TRC)
New York
$701K +$445K +3,135 +174%
SI
23
Stephens Inc
Arkansas
$680K – – –
SI
24
Saxon Interests
Texas
$655K +$154K +1,081 +31%
MCC
25
Money Concepts Capital
Florida
$606K +$520K +67,716 +603%
1
2 3