Citadel Advisors
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Citadel Advisors’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Citadel Advisors’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$204K – 14177
2025
Q3 		$204K Buy
+1,000
New +$198K ﹤0.01% 11223

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Citadel Advisors's VLU Position: Q2 2026 in Review

Citadel Advisors opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2026: 1,720 shares worth $410K. The stake represents ﹤0.01% of the portfolio and ranks #10362 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in VLU as recently as Q3 2025.

Citadel Advisors first reported a position in VLU in Q4 2016 and has held it in 20 quarters since. The position peaked at $5.12M in Q4 2018. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Citadel Advisors held 1,720 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $410K as of Q2 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF was a new Citadel Advisors position in Q2 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #10362 holding.
  • Citadel Advisors first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2016 and has held it in 20 quarters since.
  • Citadel Advisors's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $5.12M in Q4 2018.
  • 119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.