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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

54 hedge funds and large institutions have $149M invested in SPDR S&P 1500 Value Tilt ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
19
Reduced
19
Closed
8
Calls
–
Puts
$28.9M
Net Calls
-$28.9M
Net Calls Change
-$28.9M

Top Buyers

1
EW
1
Evoke Wealth
California
$4.86M
2
GM
2
GeoWealth Management
Illinois
$4.69M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15M
4
VF
4
Virtu Financial
New York
$935K
5
SWP
5
ShoreHaven Wealth Partners
New Jersey
$934K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.85M
2
Bank of America
2
Bank of America
North Carolina
$4.77M
3
OP
3
ORG Partners
Indiana
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$34.1M 235,581 -4,616 -2%
Ameriprise
2
Ameriprise
Minnesota
$31M 214,219 +4,713 +2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.3M 71,136 -2,293 -3%
LWA
4
LWS Wealth Advisors
New Jersey
$8.59M 59,421 -10 -0%
Morgan Stanley
5
Morgan Stanley
New York
$6.85M 47,363 -22,737 -32%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.73M 39,629 +6,172 +18%
RWIA
7
Roger Wittlin Investment Advisory
California
$4.86M 33,591 +182 +0.5%
EW
8
Evoke Wealth
California
$4.86M 33,591 +33,591 New
Bank of America
9
Bank of America
North Carolina
$4.77M 32,971 -13,521 -29%
GM
10
GeoWealth Management
Illinois
$4.69M 32,466 +32,466 New
Osaic Holdings
11
Osaic Holdings
Arizona
$3.18M 21,961 +2,720 +14%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$2.77M 19,129 +4,656 +32%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.53M 17,517 +1,996 +13%
MFG
14
Merit Financial Group
Georgia
$2.21M 15,268 -659 -4%
RJA
15
Raymond James & Associates
Florida
$1.63M 11,307 +490 +5%
JWCA
16
J.W. Cole Advisors
Florida
$1.59M 11,017 +789 +8%
MCC
17
Money Concepts Capital
Florida
$1.5M 10,397 -1,115 -10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.46M 10,122 +349 +4%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$1.37M 9,476 +4,030 +74%
AAS
20
Avantax Advisory Services
Texas
$1.35M 9,331 -1,517 -14%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.15M 7,939 +7,939 New
SI
22
Stephens Inc
Arkansas
$950K 6,571 +1,781 +37%
VF
23
Virtu Financial
New York
$935K 6,467 +6,467 New
SWP
24
ShoreHaven Wealth Partners
New Jersey
$934K 6,461 +6,461 New
Truist Financial
25
Truist Financial
North Carolina
$924K 6,391 -672 -10%
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