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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

59 hedge funds and large institutions have $196M invested in SPDR S&P 1500 Value Tilt ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.87%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
16
Increased
22
Reduced
17
Closed
11
Calls
–
Puts
$1.08M
Net Calls
-$1.08M
Net Calls Change
+$27.8M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$60.4M
2
IGWM
2
ICA Group Wealth Management
Colorado
$11.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$12M
4
SWP
4
ShoreHaven Wealth Partners
New Jersey
$4.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.82M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.36M
2
EW
2
Evoke Wealth
California
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.72M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$60.4M +$22.6M +141,241 +60%
Ameriprise
2
Ameriprise
Minnesota
$34.6M +$266K +1,659 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$12M +$4.44M +27,729 +59%
IGWM
4
ICA Group Wealth Management
Colorado
$11.6M +$11.6M +72,214 New
LWA
5
LWS Wealth Advisors
New Jersey
$10.1M +$621K +3,876 +7%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$7.1M +$750K +4,678 +12%
RWIA
7
Roger Wittlin Investment Advisory
California
$5.58M +$192K +1,200 +4%
Bank of America
8
Bank of America
North Carolina
$5.3M +$14.6K +91 +0.3%
SWP
9
ShoreHaven Wealth Partners
New Jersey
$4.9M +$3.86M +24,106 +373%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$4.82M +$3.55M +22,159 +279%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.36M -$7.04M -43,936 -62%
ACM
12
Absolute Capital Management
Pennsylvania
$3.14M +$3.14M +19,600 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.48M -$590K -3,680 -19%
JWCA
14
J.W. Cole Advisors
Florida
$2.15M +$385K +2,401 +22%
RJA
15
Raymond James & Associates
Florida
$2.14M +$327K +2,042 +18%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.92M +$919K +5,733 +92%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.72M -$1.8M -11,231 -51%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.72M +$200K +1,250 +13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.68M +$55.5K +346 +3%
TFS
20
Thoroughbred Financial Services
Tennessee
$1.67M +$1.67M +10,393 New
MCC
21
Money Concepts Capital
Florida
$1.65M -$16.5K -103 -1%
MFG
22
Merit Financial Group
Georgia
$1.5M -$945K -5,898 -39%
AAS
23
Avantax Advisory Services
Texas
$1.4M -$97.6K -609 -7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.15M -$1.66M -10,330 -59%
Truist Financial
25
Truist Financial
North Carolina
$1.02M -$4.49K -28 -0.4%
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