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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

78 hedge funds and large institutions have $252M invested in SPDR S&P 1500 Value Tilt ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
31
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$16M
2
UWM
2
USAdvisors Wealth Management
Minnesota
$2.38M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.58M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.5M
2
VF
2
Virtu Financial
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$2.03K
4
LPL Financial
4
LPL Financial
California
$64.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$64.4M -$472K -2,566 -0.7%
Ameriprise
2
Ameriprise
Minnesota
$16.5M -$27.1M -147,104 -62%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$16M +$6.21M +33,748 +64%
Raymond James Financial
4
Raymond James Financial
Florida
$14.4M +$14.4M +78,076 New
Osaic Holdings
5
Osaic Holdings
Arizona
$12.5M +$2.27M +12,310 +22%
MCM
6
MAI Capital Management
Ohio
$11.5M -$269K -1,460 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.3M +$1.72M +9,324 +18%
CFS
8
Compass Financial Services
Iowa
$10.3M +$10.3M +56,058 New
RWIA
9
Roger Wittlin Investment Advisory
California
$7.5M +$41.8K +227 +0.6%
Morgan Stanley
10
Morgan Stanley
New York
$7.19M +$455K +2,471 +7%
Bank of America
11
Bank of America
North Carolina
$6.97M +$385K +2,094 +6%
ACM
12
Absolute Capital Management
Pennsylvania
$6.29M +$497K +2,700 +9%
GK
13
Graney & King
New York
$5.36M +$5.36M +29,106 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$5.2M -$57.6K -313 -1%
SWP
15
ShoreHaven Wealth Partners
New Jersey
$5.12M -$54.1K -294 -1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.93M +$160K +867 +3%
JWCA
17
J.W. Cole Advisors
Florida
$3.25M +$36.6K +199 +1%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.83M +$144K +784 +5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.41M -$307K -1,669 -11%
UWM
20
USAdvisors Wealth Management
Minnesota
$2.38M +$2.38M +12,925 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.21M -$83.6K -454 -4%
WIA
22
World Investment Advisors
California
$2.15M +$190K +1,031 +10%
TFS
23
Thoroughbred Financial Services
Tennessee
$1.99M -$19.7K -107 -1%
MCC
24
Money Concepts Capital
Florida
$1.8M -$75.6K -411 -4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.69M -$67.4K -366 -4%
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