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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

87 hedge funds and large institutions have $340M invested in SPDR S&P 1500 Value Tilt ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 3 closing their positions.

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
9
Increased
34
Reduced
28
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$82.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.6M
3
RBWA
3
RFG - Bristol Wealth Advisors
Massachusetts
$5.06M
4
Raymond James Financial
4
Raymond James Financial
Florida
$20.9M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$3.07M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$15.4M
2
Ameriprise
2
Ameriprise
Minnesota
$14.9M
3
CFS
3
Compass Financial Services
Iowa
$9.69M
4
GVAG
4
Great Valley Advisor Group
Delaware
$1.55M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$2.68M 13,956 +13,956 New
NA
27
NewEdge Advisors
Louisiana
$2.44M 12,696 +10,102 +389%
MCC
28
Money Concepts Capital
Florida
$1.86M 9,706 -329 -3%
AAS
29
Avantax Advisory Services
Texas
$1.85M 9,626 -2,864 -23%
TFS
30
Thoroughbred Financial Services
Tennessee
$1.83M 9,547 -1,454 -13%
MFG
31
Merit Financial Group
Georgia
$1.65M 8,599 -120 -1%
WIA
32
World Investment Advisors
California
$1.6M 8,335 -837 -9%
PAG
33
Private Advisor Group
New Jersey
$1.57M 8,177 +1,291 +19%
GVAG
34
Great Valley Advisor Group
Delaware
$1.55M 8,049 -5,083 -39%
SAM
35
Smartleaf Asset Management
Massachusetts
$1.54M 8,072 +1,377 +21%
HH
36
Hilltop Holdings
Texas
$1.4M 7,302 +2,771 +61%
Jane Street
37
Jane Street
New York
$1.39M 7,231 +7,231 New
EH
38
Equitable Holdings
New York
$1.31M 6,798 -1,857 -21%
Truist Financial
39
Truist Financial
North Carolina
$1.29M 6,695 +230 +4%
AAS
40
Ameritas Advisory Services
Nebraska
$1.27M 6,628 -250 -4%
FF
41
Foronjy Financial
California
$1.18M 6,142 +6,142 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.1M 5,746 +3,458 +151%
KAS
43
Kestra Advisory Services
Texas
$1.09M 5,693 +2,960 +108%
SI
44
Stephens Inc
Arkansas
$1.03M 5,356 – –
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1M 5,221 -155 -3%
KWS
46
Keystone Wealth Services
California
$930K 4,838 -295 -6%
WC
47
Waterloo Capital
Texas
$899K 4,681 +1,433 +44%
AWS
48
Atria Wealth Solutions
New York
$872K 4,540 +482 +12%
CA
49
CoreCap Advisors
Michigan
$863K 4,490 +502 +13%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$787K 4,098 +1,790 +78%
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