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State Street SPDR S&P 1500 Value Tilt ETF
VLU

104 hedge funds and large institutions have $435M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

13% more funds holding

Funds holding: 92 → 104 (+12)

11% more capital invested

Capital invested by funds: $391M → $435M (+$44.1M)

0.59% more ownership

Funds ownership: 69.03% → 69.61% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.28%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
42
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
Nadler Financial Group
Illinois
+$26.8M
2
SL
Systelligence LLC
Minnesota
+$12.9M
3
Ameriprise
Ameriprise
Minnesota
+$5.17M
4
LPL Financial
LPL Financial
California
+$4.19M
5
Morgan Stanley
Morgan Stanley
New York
+$3.79M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$13M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.51M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.08M
4
SWA
Stratos Wealth Advisors
Ohio
-$3.97M
5
HH
Hilltop Holdings
Texas
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.94M -$393K -1,794 -12%
Creative Planning
27
Creative Planning
Kansas
$2.46M +$83.5K +381 +3%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.27M -$844K -3,851 -27%
MCC
29
Money Concepts Capital
Florida
$2.16M -$27.8K -127 -1%
TFS
30
Thoroughbred Financial Services
Tennessee
$2.13M +$35.1K +160 +2%
SWP
31
Stratos Wealth Partners
Ohio
$2.12M +$95.6K +436 +5%
FF
32
Foronjy Financial
California
$1.88M +$99.5K +454 +5%
MFG
33
Merit Financial Group
Georgia
$1.86M +$3.51K +16 +0.2%
PAG
34
Private Advisor Group
New Jersey
$1.77M -$795K -3,626 -31%
WIA
35
World Investment Advisors
California
$1.72M -$71.9K -328 -4%
SAM
36
Smartleaf Asset Management
Massachusetts
$1.7M -$797K -3,636 -31%
IAA
37
Independent Advisor Alliance
North Carolina
$1.64M +$1.67M +7,621 New
NA
38
NewEdge Advisors
Louisiana
$1.64M +$104K +476 +7%
SCM
39
Shelton Capital Management
Colorado
$1.56M +$1.59M +7,234 New
Truist Financial
40
Truist Financial
North Carolina
$1.54M -$68.2K -311 -4%
GS
41
GTS Securities
New York
$1.35M +$1.37M +6,269 New
EH
42
Equitable Holdings
New York
$1.31M -$117K -536 -8%
CA
43
CoreCap Advisors
Michigan
$1.21M +$55.9K +255 +5%
KAS
44
Kestra Advisory Services
Texas
$1.16M +$583K +2,660 +97%
SI
45
Stephens Inc
Arkansas
$1.15M – – –
HBFP
46
Henderson Brothers Financial Partners
Pennsylvania
$1.08M +$1.11M +5,046 New
GVAG
47
Great Valley Advisor Group
Delaware
$978K +$526K +2,398 +112%
KWS
48
Keystone Wealth Services
California
$944K +$962K +4,390 New
HAG
49
HighPoint Advisor Group
Illinois
$899K +$26.1K +119 +3%
SI
50
Saxon Interests
Texas
$788K -$2.63K -12 -0.3%
1
2
3 4 5

VLU Hedge Fund Activity: Q1 2026 in Review

104 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2026, worth a combined $435M — up 11% from $391M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VLU positions and 4 closed out — a net gain of 14 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Nadler Financial Group, opening a new position worth an estimated $26.8M. The largest seller was Raymond James Financial, cutting an estimated $13M.

  • 104 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2026, up from 92 in Q4 2025.
  • Funds reported $435M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2026 and 4 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2026 was Nadler Financial Group, an estimated $26.8M added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2026 was Raymond James Financial, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2026.