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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 Holding Trade Value Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$737K +$737K +3,838 New
SI
52
Saxon Interests
Texas
$694K – – –
VF
53
Virtu Financial
New York
$665K +$665K +3,462 New
CFP
54
Comprehensive Financial Planning
Pennsylvania
$639K -$17.7K -92 -3%
WWM
55
Western Wealth Management
Colorado
$599K +$2.31K +12 +0.4%
GRP
56
Global Retirement Partners
California
$566K +$566K +2,945 New
OFG
57
Opulen Financial Group
Virginia
$562K +$192 +1 +0%
CPA
58
Compass Planning Associates
Massachusetts
$554K +$2.69K +14 +0.5%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$536K -$42.7K -218 -7%
LFAS
60
Level Four Advisory Services
Texas
$496K -$32.9K -171 -6%
ACA
61
Aspire Capital Advisors
Washington
$404K -$169K -877 -29%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$347K +$45K +234 +15%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$338K +$11.3K +59 +3%
ACP
64
Argyle Capital Partners
California
$319K – – –
AC
65
Avant Capital
Louisiana
$316K +$59.4K +309 +23%
DAS
66
Dynamic Advisor Solutions
Arizona
$291K -$18.5K -96 -6%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$286K -$24.8K -129 -8%
FPW
68
Flagship Private Wealth
Massachusetts
$279K – – –
Mariner
69
Mariner
Kansas
$251K +$251K +1,309 New
NS
70
NBC Securities
Alabama
$236K +$71.2K +371 +43%
Brown Advisory
71
Brown Advisory
Maryland
$229K – – –
PTC
72
Private Trust Company
Ohio
$198K -$576 -3 -0.3%
US Bancorp
73
US Bancorp
Minnesota
$98.4K – – –
CFD
74
Creative Financial Designs
Indiana
$40.4K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$35.4K – – –
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