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State Street SPDR S&P 1500 Value Tilt ETF

104 hedge funds and large institutions have $434M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$26.8M
2 +$12.9M
3 +$5.17M
4
LPL Financial
LPL Financial
California
+$4.19M
5
Morgan Stanley
Morgan Stanley
New York
+$3.79M

Top Sellers

1 -$13M
2 -$6.51M
3 -$4.08M
4
SWA
Stratos Wealth Advisors
Ohio
-$3.97M
5
HH
Hilltop Holdings
Texas
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$91.5M
Ameriprise
2
Ameriprise
Minnesota
$30.8M
NFG
3
Nadler Financial Group
Illinois
$26.3M
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$24.3M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.8M
Raymond James Financial
6
Raymond James Financial
Florida
$21.3M
Osaic Holdings
7
Osaic Holdings
Arizona
$21M
Bank of America
8
Bank of America
North Carolina
$14.9M
SL
9
Systelligence LLC
Minnesota
$12.6M
MCM
10
MAI Capital Management
Ohio
$12.4M
Morgan Stanley
11
Morgan Stanley
New York
$12M
RBWA
12
RFG - Bristol Wealth Advisors
Massachusetts
$11.5M
CFS
13
Compass Financial Services
Iowa
$10.1M
ACM
14
Absolute Capital Management
Pennsylvania
$10.1M
GK
15
Graney & King
New York
$7.81M
SWA
16
Stratos Wealth Advisors
Ohio
$7.01M
JP Morgan Chase
17
JP Morgan Chase
New York
$6.44M
SWP
18
ShoreHaven Wealth Partners
New Jersey
$6.28M
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$5.87M
JWCA
20
J.W. Cole Advisors
Florida
$5.32M
UWM
21
USAdvisors Wealth Management
Minnesota
$4.76M
RWIA
22
Roger Wittlin Investment Advisory
California
$4.59M
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.48M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.36M
MML Investors Services
25
MML Investors Services
Massachusetts
$3.09M