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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

63 hedge funds and large institutions have $225M invested in SPDR S&P 1500 Value Tilt ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
29
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$74.5M
2
Ameriprise
2
Ameriprise
Minnesota
$40.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.94M
4
VF
4
Virtu Financial
New York
$4.54M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$844K

Top Sellers

1
IGWM
1
ICA Group Wealth Management
Colorado
$4.57M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$36.7K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$74.5M +$11.6M +67,580 +19%
Ameriprise
2
Ameriprise
Minnesota
$40.7M +$2.7M +15,697 +7%
MCM
3
MAI Capital Management
Ohio
$11M +$264K +1,533 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.1M +$258K +1,500 +3%
RWIA
5
Roger Wittlin Investment Advisory
California
$7.27M -$92.1K -535 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.94M +$2.31M +13,395 +50%
Bank of America
7
Bank of America
North Carolina
$6.22M -$64.7K -376 -1%
Morgan Stanley
8
Morgan Stanley
New York
$6.19M -$261K -1,518 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.11M +$356K +2,066 +7%
SWP
10
ShoreHaven Wealth Partners
New Jersey
$4.82M -$366K -2,125 -7%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$4.67M -$435K -2,529 -9%
IGWM
12
ICA Group Wealth Management
Colorado
$4.57M -$8.58M -49,830 -65%
VF
13
Virtu Financial
New York
$4.54M +$1.56M +9,053 +52%
ACM
14
Absolute Capital Management
Pennsylvania
$4.22M +$843K +4,900 +25%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$3.69M +$791K +4,595 +27%
JWCA
16
J.W. Cole Advisors
Florida
$2.81M +$253K +1,471 +10%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.58M +$313K +1,820 +14%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.32M +$516K +3,000 +29%
RJA
19
Raymond James & Associates
Florida
$2.22M +$138K +804 +7%
TFS
20
Thoroughbred Financial Services
Tennessee
$1.89M +$55.7K +324 +3%
MCC
21
Money Concepts Capital
Florida
$1.76M +$4.65K +27 +0.3%
MFG
22
Merit Financial Group
Georgia
$1.49M -$5.51K -32 -0.4%
WIA
23
World Investment Advisors
California
$1.34M -$261K -1,516 -16%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.16M -$122K -710 -10%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.11M -$24.1K -140 -2%
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