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State Street SPDR S&P 1500 Value Tilt ETF

104 hedge funds and large institutions have $435M 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, 42 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

13% more funds holding

Funds holding: 92104 (+12)

11% more capital invested

Capital invested by funds: $391M → $435M (+$44.1M)

0.59% more ownership

Funds ownership: 69.03%69.61% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.28%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
42
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$91.5M +$4.19M +19,123 +5%
Ameriprise
2
Ameriprise
Minnesota
$30.8M +$5.17M +23,586 +20%
NFG
3
Nadler Financial Group
Illinois
$26.3M +$26.8M +122,270 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$24.3M +$1.76M +8,034 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.8M -$4.08M -18,601 -15%
Raymond James Financial
6
Raymond James Financial
Florida
$21.3M -$13M -59,151 -37%
Osaic Holdings
7
Osaic Holdings
Arizona
$21M +$1.33M +6,046 +7%
Bank of America
8
Bank of America
North Carolina
$14.9M +$536K +2,448 +4%
SL
9
Systelligence LLC
Minnesota
$12.6M +$12.9M +58,697 New
MCM
10
MAI Capital Management
Ohio
$12.4M -$214K -978 -2%
Morgan Stanley
11
Morgan Stanley
New York
$12M +$3.79M +17,282 +45%
RBWA
12
RFG - Bristol Wealth Advisors
Massachusetts
$11.5M +$2.34M +10,695 +25%
CFS
13
Compass Financial Services
Iowa
$10.1M -$449K -2,049 -4%
ACM
14
Absolute Capital Management
Pennsylvania
$10.1M +$1.26M +5,741 +14%
GK
15
Graney & King
New York
$7.81M +$264K +1,205 +3%
SWA
16
Stratos Wealth Advisors
Ohio
$7.01M -$3.97M -18,108 -36%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.44M +$355K +1,621 +6%
SWP
18
ShoreHaven Wealth Partners
New Jersey
$6.28M +$81.3K +371 +1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$5.87M +$2.52M +11,517 +73%
JWCA
20
J.W. Cole Advisors
Florida
$5.32M +$282K +1,285 +5%
UWM
21
USAdvisors Wealth Management
Minnesota
$4.76M +$126K +575 +3%
RWIA
22
Roger Wittlin Investment Advisory
California
$4.59M -$573K -2,615 -11%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.48M +$70.8K +323 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.36M -$1.33M -6,064 -28%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.09M -$522K -2,381 -14%