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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

53 hedge funds and large institutions have $146M invested in SPDR S&P 1500 Value Tilt ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
19
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$31.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$891K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$809K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$442K
5
Morgan Stanley
5
Morgan Stanley
New York
$10.4M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$1.71M
2
PAG
2
Private Advisor Group
New Jersey
$869K
3
LPL Financial
3
LPL Financial
California
$35.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$515K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$35.7M -$4.81M -32,383 -12%
Ameriprise
2
Ameriprise
Minnesota
$31.1M +$3.27M +22,010 +12%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M -$1.49M -10,064 -12%
Morgan Stanley
4
Morgan Stanley
New York
$10.4M +$415K +2,791 +4%
LWA
5
LWS Wealth Advisors
New Jersey
$8.83M -$211K -1,418 -2%
Bank of America
6
Bank of America
North Carolina
$6.91M +$172K +1,156 +3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.97M +$204K +1,372 +4%
RWIA
8
Roger Wittlin Investment Advisory
California
$4.96M +$27.6K +186 +0.6%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.86M +$3.42K +23 +0.1%
MFG
10
Merit Financial Group
Georgia
$2.37M -$113K -762 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.31M -$334K -2,249 -13%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$2.15M +$80.5K +542 +4%
OP
13
ORG Partners
Indiana
$1.9M +$50.1K +336 +3%
MCC
14
Money Concepts Capital
Florida
$1.71M -$10M -67,443 -85%
AAS
15
Avantax Advisory Services
Texas
$1.61M -$17.8K -120 -1%
RJA
16
Raymond James & Associates
Florida
$1.61M +$92.7K +624 +6%
JWCA
17
J.W. Cole Advisors
Florida
$1.52M +$227K +1,530 +18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.45M -$167K -1,122 -10%
Truist Financial
19
Truist Financial
North Carolina
$1.05M +$295K +1,986 +39%
KWS
20
Keystone Wealth Services
California
$916K +$18.6K +125 +2%
Goldman Sachs
21
Goldman Sachs
New York
$891K +$891K +5,999 New
PAG
22
Private Advisor Group
New Jersey
$869K -$6.24M -42,029 -88%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$809K +$809K +5,446 New
SI
24
Stephens Inc
Arkansas
$712K – – –
SI
25
Saxon Interests
Texas
$669K -$16K -108 -2%
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