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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

81 hedge funds and large institutions have $287M invested in SPDR S&P 1500 Value Tilt ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
11
Increased
41
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Stratos Wealth Advisors
Ohio
+$8.52M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.07M
3
LPL Financial
LPL Financial
California
+$5.05M
4
Bank of America
Bank of America
North Carolina
+$3.93M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.78M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.83M
2
IAA
Independent Advisor Alliance
North Carolina
-$1.19M
3
Ameriprise
Ameriprise
Minnesota
-$1.05M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$896K
5
WIA
World Investment Advisors
California
-$465K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.85M +$271K +1,474 +17%
MCC
27
Money Concepts Capital
Florida
$1.84M +$45.8K +249 +3%
WIA
28
World Investment Advisors
California
$1.69M -$465K -2,531 -22%
MFG
29
Merit Financial Group
Georgia
$1.6M +$3.31K +18 +0.2%
EH
30
Equitable Holdings
New York
$1.59M +$337K +1,836 +27%
PAG
31
Private Advisor Group
New Jersey
$1.27M +$389K +2,115 +44%
AAS
32
Ameritas Advisory Services
Nebraska
$1.26M +$102K +554 +9%
SAM
33
Smartleaf Asset Management
Massachusetts
$1.22M +$335K +1,840 +38%
Truist Financial
34
Truist Financial
North Carolina
$1.19M -$25K -136 -2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$988K -$216K -1,175 -18%
SI
36
Stephens Inc
Arkansas
$985K – – –
KWS
37
Keystone Wealth Services
California
$944K -$49.4K -269 -5%
HH
38
Hilltop Holdings
Texas
$833K +$267K +1,453 +47%
AWS
39
Atria Wealth Solutions
New York
$746K +$209K +1,139 +39%
CA
40
CoreCap Advisors
Michigan
$733K +$84.6K +460 +13%
SI
41
Saxon Interests
Texas
$694K -$9.74K -53 -1%
CFP
42
Comprehensive Financial Planning
Pennsylvania
$629K +$2.94K +16 +0.5%
WC
43
Waterloo Capital
Texas
$597K +$180K +980 +43%
WWM
44
Western Wealth Management
Colorado
$571K -$11.2K -61 -2%
ACA
45
Aspire Capital Advisors
Washington
$548K +$548K +2,980 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$543K +$300K +1,632 +124%
OFG
47
Opulen Financial Group
Virginia
$537K +$1.29K +7 +0.2%
CPA
48
Compass Planning Associates
Massachusetts
$527K +$2.57K +14 +0.5%
LFAS
49
Level Four Advisory Services
Texas
$506K – – –
KAS
50
Kestra Advisory Services
Texas
$502K -$449K -2,443 -47%
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