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State Street SPDR S&P 1500 Value Tilt ETF
VLU

91 hedge funds and large institutions have $372M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $341M → $372M (+$30.9M)

3% more funds holding

Funds holding: 88 → 91 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.89% less ownership

Funds ownership: 71.04% → 70.15% (-0.89%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $204K

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.19%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
39
Reduced
29
Closed
5
Calls
–
Puts
$204K
Net Calls
-$204K
Net Calls Change
-$204K

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$13.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.83M
3
Ameriprise
Ameriprise
Minnesota
+$2.77M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.3M
5
Creative Planning
Creative Planning
Kansas
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$11.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.07M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.66M
4
Jane Street
Jane Street
New York
-$1.39M
5
AAS
Ameritas Advisory Services
Nebraska
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.98M -$995K -5,014 -26%
PAG
27
Private Advisor Group
New Jersey
$2.66M +$968K +4,878 +60%
SAM
28
Smartleaf Asset Management
Massachusetts
$2.64M +$971K +4,893 +61%
NA
29
NewEdge Advisors
Louisiana
$2.51M -$80.1K -404 -3%
Citadel Advisors
30
Citadel Advisors
Florida
$2.36M +$2.3M +11,575 New
Creative Planning
31
Creative Planning
Kansas
$2.26M +$2.19M +11,059 New
MCC
32
Money Concepts Capital
Florida
$2.07M +$90.5K +456 +5%
TFS
33
Thoroughbred Financial Services
Tennessee
$1.92M -$26K -131 -1%
MFG
34
Merit Financial Group
Georgia
$1.76M +$3.57K +18 +0.2%
WIA
35
World Investment Advisors
California
$1.7M -$1.19K -6 -0.1%
HH
36
Hilltop Holdings
Texas
$1.7M +$200K +1,007 +14%
Truist Financial
37
Truist Financial
North Carolina
$1.41M +$42.6K +215 +3%
EH
38
Equitable Holdings
New York
$1.36M -$22.6K -114 -2%
FF
39
Foronjy Financial
California
$1.31M +$51K +257 +4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.23M +$55.5K +280 +5%
WC
41
Waterloo Capital
Texas
$1.23M +$264K +1,332 +28%
SI
42
Stephens Inc
Arkansas
$1.09M – – –
CA
43
CoreCap Advisors
Michigan
$1M +$85.1K +429 +10%
KWS
44
Keystone Wealth Services
California
$925K -$61.1K -308 -6%
GVAG
45
Great Valley Advisor Group
Delaware
$817K -$803K -4,049 -50%
SI
46
Saxon Interests
Texas
$755K -$5.55K -28 -0.7%
CFP
47
Comprehensive Financial Planning
Pennsylvania
$682K +$2.98K +15 +0.5%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$676K -$156K -787 -19%
LFAS
49
Level Four Advisory Services
Texas
$635K +$105K +530 +21%
OFG
50
Opulen Financial Group
Virginia
$600K +$2.58K +13 +0.4%
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VLU Hedge Fund Activity: Q3 2025 in Review

91 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q3 2025, worth a combined $372M — up 9% from $341M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VLU positions and 5 closed out — a net gain of 5 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $13.5M. The largest seller was LPL Financial, cutting an estimated $11.1M.

  • 91 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q3 2025, up from 88 in Q2 2025.
  • Funds reported $372M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q3 2025, up 9% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q3 2025 was Raymond James Financial, an estimated $13.5M added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q3 2025 was LPL Financial, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2025.