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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

63 hedge funds and large institutions have $220M invested in SPDR S&P 1500 Value Tilt ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
13
Increased
25
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MAI Capital Management
Ohio
$11M
2
VF
Virtu Financial
New York
$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
$4.72M
4
WIA
World Investment Advisors
California
$1.63M
5
RWIA
Roger Wittlin Investment Advisory
California
$7.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.57M
2
LPL Financial
LPL Financial
California
$64M
3
AAS
Avantax Advisory Services
Texas
$0
4
WAP
Wealthcare Advisory Partners
Pennsylvania
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$64M -$2.06M -11,724 -3%
Ameriprise
2
Ameriprise
Minnesota
$38.7M +$887K +5,071 +2%
IGWM
3
ICA Group Wealth Management
Colorado
$13.4M +$728K +4,155 +6%
MCM
4
MAI Capital Management
Ohio
$11M +$11M +62,628 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.99M +$222K +1,266 +3%
RWIA
6
Roger Wittlin Investment Advisory
California
$7.5M +$1.4M +8,011 +23%
Morgan Stanley
7
Morgan Stanley
New York
$6.57M -$6.59M -37,605 -50%
Bank of America
8
Bank of America
North Carolina
$6.4M +$603K +3,438 +10%
SWP
9
ShoreHaven Wealth Partners
New Jersey
$5.29M -$73.3K -418 -1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$5.2M -$75.4K -430 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.85M +$78.4K +447 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.72M +$2.84M +16,192 +151%
ACM
13
Absolute Capital Management
Pennsylvania
$3.44M – – –
VF
14
Virtu Financial
New York
$3.03M +$3.03M +17,300 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.95M +$245K +1,398 +9%
JWCA
16
J.W. Cole Advisors
Florida
$2.61M +$253K +1,445 +11%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.31M +$428K +2,439 +23%
RJA
18
Raymond James & Associates
Florida
$2.12M -$223K -1,272 -10%
TFS
19
Thoroughbred Financial Services
Tennessee
$1.87M +$47K +268 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.84M -$258K -1,470 -12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.83M -$2.46K -14 -0.1%
MCC
22
Money Concepts Capital
Florida
$1.79M -$13.7K -78 -0.8%
WIA
23
World Investment Advisors
California
$1.63M +$1.63M +9,296 New
MFG
24
Merit Financial Group
Georgia
$1.47M -$115K -677 -7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.31M +$47.2K +269 +4%
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