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State Street SPDR S&P 1500 Value Tilt ETF
VLU

82 hedge funds and large institutions have $288M invested in State Street 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

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more capital invested

Capital invested by funds: $252M → $288M (+$35.8M)

4% more funds holding

Funds holding: 79 → 82 (+3)

1.59% more ownership

Funds ownership: 66.51% → 68.1% (+1.6%)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% 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

Rank Fund Capital Flow
1
SWA
Stratos Wealth Advisors
Ohio
+$8.72M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.19M
3
LPL Financial
LPL Financial
California
+$5.16M
4
Bank of America
Bank of America
North Carolina
+$4.02M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.86M

Top Sellers

Rank Fund Capital Flow
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
-$1.07M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$896K
5
WIA
World Investment Advisors
California
-$476K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.85M +$277K +1,474 +17%
MCC
27
Money Concepts Capital
Florida
$1.84M +$46.8K +249 +3%
WIA
28
World Investment Advisors
California
$1.69M -$476K -2,531 -22%
MFG
29
Merit Financial Group
Georgia
$1.6M +$3.38K +18 +0.2%
EH
30
Equitable Holdings
New York
$1.59M +$345K +1,836 +27%
PAG
31
Private Advisor Group
New Jersey
$1.27M +$398K +2,115 +44%
AAS
32
Ameritas Advisory Services
Nebraska
$1.26M +$104K +554 +9%
SAM
33
Smartleaf Asset Management
Massachusetts
$1.22M +$346K +1,840 +38%
Truist Financial
34
Truist Financial
North Carolina
$1.19M -$25.6K -136 -2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$988K -$221K -1,175 -18%
SI
36
Stephens Inc
Arkansas
$985K – – –
KWS
37
Keystone Wealth Services
California
$944K -$50.6K -269 -5%
HH
38
Hilltop Holdings
Texas
$833K +$273K +1,453 +47%
AWS
39
Atria Wealth Solutions
New York
$746K +$214K +1,139 +39%
CA
40
CoreCap Advisors
Michigan
$733K +$86.5K +460 +13%
SI
41
Saxon Interests
Texas
$694K -$9.97K -53 -1%
CFP
42
Comprehensive Financial Planning
Pennsylvania
$629K +$3.01K +16 +0.5%
WC
43
Waterloo Capital
Texas
$597K +$184K +980 +43%
WWM
44
Western Wealth Management
Colorado
$571K -$11.5K -61 -2%
ACA
45
Aspire Capital Advisors
Washington
$548K +$560K +2,980 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$543K +$307K +1,632 +124%
OFG
47
Opulen Financial Group
Virginia
$537K +$1.32K +7 +0.2%
CPA
48
Compass Planning Associates
Massachusetts
$527K +$2.63K +14 +0.5%
LFAS
49
Level Four Advisory Services
Texas
$506K – – –
KAS
50
Kestra Advisory Services
Texas
$502K -$459K -2,443 -47%
1
2
3 4

VLU Hedge Fund Activity: Q1 2025 in Review

82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2025, worth a combined $288M — up 14% from $252M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VLU positions and 7 closed out — a net gain of 4 holders — while 41 added to existing stakes and 14 trimmed.

The largest buyer was Stratos Wealth Advisors, adding an estimated $8.72M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $2.83M sold.

  • 82 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2025, up from 79 in Q4 2024.
  • Funds reported $288M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2025 and 7 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2025 was Stratos Wealth Advisors, an estimated $8.72M added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2025.