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State Street SPDR S&P 1500 Value Tilt ETF

79 hedge funds and large institutions have $252M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

11% more funds holding

Funds holding: 7179 (+8)

2.91% more ownership

Funds ownership: 63.6%66.51% (+2.9%)

2% more capital invested

Capital invested by funds: $248M → $252M (+$4.64M)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
31
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
51
Waterloo Capital
Texas
$417K -$60.8K -323 -12%
KFGK
52
Keystone Financial Group (Kentucky)
Kentucky
$306K +$16.8K +89 +6%
ACP
53
Argyle Capital Partners
California
$305K +$312K +1,658 New
GRP
54
Global Retirement Partners
California
$303K +$57.6K +306 +23%
DAS
55
Dynamic Advisor Solutions
Arizona
$298K -$24.1K -128 -7%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$297K +$152K +809 +100%
SWA
57
Stratos Wealth Advisors
Ohio
$281K +$1.51K +8 +0.5%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$269K +$275K +1,460 New
FPW
59
Flagship Private Wealth
Massachusetts
$268K
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$243K -$114K -607 -31%
CMS
61
Capital Market Strategies
Florida
$220K +$376 +2 +0.2%
Brown Advisory
62
Brown Advisory
Maryland
$219K
PFA
63
Professional Financial Advisors
Nebraska
$214K -$7.15K -38 -3%
PTC
64
Private Trust Company
Ohio
$198K -$7.34K -39 -3%
TRCT
65
Tower Research Capital (TRC)
New York
$97.7K +$99.9K +531 New
US Bancorp
66
US Bancorp
Minnesota
$94.2K
CFD
67
Creative Financial Designs
Indiana
$38.6K
SPIA
68
Steward Partners Investment Advisory
New York
$33.9K -$3.01K -16 -8%
Comerica Bank
69
Comerica Bank
Texas
$29.1K +$29.7K +158 New
HIA
70
Harbor Investment Advisory
Maryland
$27.6K
AWM
71
AE Wealth Management
Kansas
$27.6K +$28.2K +150 New
PFBT
72
Parkside Financial Bank & Trust
Missouri
$25.1K
AF
73
Allworth Financial
California
$21.8K
CFGS
74
Concourse Financial Group Securities
Alabama
$19.8K +$6.78K +36 +53%
GWM
75
Geneos Wealth Management
Colorado
$17.5K

VLU Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q4 2024, worth a combined $252M — up 1.9% from $248M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VLU positions and 4 closed out — a net gain of 10 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.35M. The largest seller was Ameriprise, cutting an estimated $27.7M.

  • 79 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $252M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q4 2024, up 1.9% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q4 2024 and 4 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $6.35M added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q4 2024 was Ameriprise, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2024.