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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

81 hedge funds and large institutions have $287M invested in 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
Holders
81
Holders Change
+3
Holders Change %
+3.85%
% 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

1
SWA
Stratos Wealth Advisors
Ohio
+$8.52M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.07M
3
LPL Financial
LPL Financial
California
+$5.05M
4
Bank of America
Bank of America
North Carolina
+$3.93M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.78M

Top Sellers

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
-$1.05M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$896K
5
WIA
World Investment Advisors
California
-$465K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$477K +$2.02K +11 +0.4%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$424K +$424K +2,308 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$421K +$421K +2,288 New
KFGK
54
Keystone Financial Group (Kentucky)
Kentucky
$313K +$6.62K +36 +2%
ACP
55
Argyle Capital Partners
California
$305K – – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$298K +$735 +4 +0.2%
DAS
57
Dynamic Advisor Solutions
Arizona
$296K -$1.29K -7 -0.4%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$289K +$20.2K +110 +8%
FPW
59
Flagship Private Wealth
Massachusetts
$267K – – –
AC
60
Avant Capital
Louisiana
$245K +$245K +1,335 New
RBWA
61
RFG - Bristol Wealth Advisors
Massachusetts
$221K +$221K +1,200 New
Brown Advisory
62
Brown Advisory
Maryland
$219K – – –
PFA
63
Professional Financial Advisors
Nebraska
$207K -$6.8K -37 -3%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$202K +$202K +1,099 New
PTC
65
Private Trust Company
Ohio
$190K -$7.54K -41 -4%
NS
66
NBC Securities
Alabama
$157K +$157K +858 New
US Bancorp
67
US Bancorp
Minnesota
$94.1K – – –
CFD
68
Creative Financial Designs
Indiana
$38.6K – – –
GWM
69
Geneos Wealth Management
Colorado
$34.9K +$17.5K +95 +100%
SPIA
70
Steward Partners Investment Advisory
New York
$33.8K – – –
Comerica Bank
71
Comerica Bank
Texas
$29K – – –
HIA
72
Harbor Investment Advisory
Maryland
$27.6K – – –
AWM
73
AE Wealth Management
Kansas
$27.6K – – –
PFBT
74
Parkside Financial Bank & Trust
Missouri
$25.1K – – –
Russell Investments Group
75
Russell Investments Group
United Kingdom
$21.5K +$21.5K +117 New
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