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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return

Citadel Advisors's VLU Position: Q4 2025 in Review

Citadel Advisors sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q4 2025, closing a stake of 11,575 shares — an estimated $2.36M sold.

Citadel Advisors first reported a position in VLU in Q4 2016 and held it in 19 quarters. The position peaked at $5.12M in Q4 2018. 92 funds tracked by Wall St. Rank hold VLU as of Q4 2025.

  • Citadel Advisors reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 11,575 State Street SPDR S&P 1500 Value Tilt ETF shares in Q4 2025, an estimated $2.36M.
  • Citadel Advisors first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2016 and held it in 19 quarters.
  • Citadel Advisors's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $5.12M in Q4 2018.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.