VLU icon

SPDR S&P 1500 Value Tilt ETF

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$477K
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$424K
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$421K
KFGK
54
Keystone Financial Group (Kentucky)
Kentucky
$313K
ACP
55
Argyle Capital Partners
California
$305K
Fidelity Investments
56
Fidelity Investments
Massachusetts
$298K
DAS
57
Dynamic Advisor Solutions
Arizona
$296K
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$289K
FPW
59
Flagship Private Wealth
Massachusetts
$267K
AC
60
Avant Capital
Louisiana
$245K
RBWA
61
RFG - Bristol Wealth Advisors
Massachusetts
$221K
Brown Advisory
62
Brown Advisory
Maryland
$219K
PFA
63
Professional Financial Advisors
Nebraska
$207K
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$202K
PTC
65
Private Trust Company
Ohio
$190K
NS
66
NBC Securities
Alabama
$157K
US Bancorp
67
US Bancorp
Minnesota
$94.1K
CFD
68
Creative Financial Designs
Indiana
$38.6K
GWM
69
Geneos Wealth Management
Colorado
$34.9K
SPIA
70
Steward Partners Investment Advisory
New York
$33.8K
Comerica Bank
71
Comerica Bank
Texas
$29K
AWM
72
AE Wealth Management
Kansas
$27.6K
HIA
73
Harbor Investment Advisory
Maryland
$27.6K
PFBT
74
Parkside Financial Bank & Trust
Missouri
$25.1K
Russell Investments Group
75
Russell Investments Group
United Kingdom
$21.5K