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State Street SPDR S&P 1500 Value Tilt ETF
VLU

82 hedge funds and large institutions have $288M invested in State Street 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

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more capital invested

Capital invested by funds: $252M → $288M (+$35.8M)

4% more funds holding

Funds holding: 79 → 82 (+3)

1.59% more ownership

Funds ownership: 66.51% → 68.1% (+1.6%)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% 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

Rank Fund Capital Flow
1
SWA
Stratos Wealth Advisors
Ohio
+$8.72M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.19M
3
LPL Financial
LPL Financial
California
+$5.16M
4
Bank of America
Bank of America
North Carolina
+$4.02M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.86M

Top Sellers

Rank Fund Capital Flow
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
-$1.07M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$896K
5
WIA
World Investment Advisors
California
-$476K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
51
Independent Financial Group
California
$483K – – –
NA
52
NewEdge Advisors
Louisiana
$477K +$2.07K +11 +0.4%
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$424K +$434K +2,308 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$421K +$430K +2,288 New
KFGK
55
Keystone Financial Group (Kentucky)
Kentucky
$313K +$6.77K +36 +2%
ACP
56
Argyle Capital Partners
California
$305K – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$298K +$752 +4 +0.2%
DAS
58
Dynamic Advisor Solutions
Arizona
$296K -$1.32K -7 -0.4%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$289K +$20.7K +110 +8%
FPW
60
Flagship Private Wealth
Massachusetts
$267K – – –
AC
61
Avant Capital
Louisiana
$245K +$251K +1,335 New
RBWA
62
RFG - Bristol Wealth Advisors
Massachusetts
$221K +$226K +1,200 New
Brown Advisory
63
Brown Advisory
Maryland
$219K – – –
PFA
64
Professional Financial Advisors
Nebraska
$207K -$6.96K -37 -3%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$202K +$207K +1,099 New
PTC
66
Private Trust Company
Ohio
$190K -$7.71K -41 -4%
NS
67
NBC Securities
Alabama
$157K +$161K +858 New
US Bancorp
68
US Bancorp
Minnesota
$94.1K – – –
CFD
69
Creative Financial Designs
Indiana
$38.6K – – –
GWM
70
Geneos Wealth Management
Colorado
$34.9K +$17.9K +95 +100%
SPIA
71
Steward Partners Investment Advisory
New York
$33.8K – – –
Comerica Bank
72
Comerica Bank
Texas
$29K – – –
AWM
73
AE Wealth Management
Kansas
$27.6K – – –
HIA
74
Harbor Investment Advisory
Maryland
$27.6K – – –
PFBT
75
Parkside Financial Bank & Trust
Missouri
$25.1K – – –
1 2
3
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VLU Hedge Fund Activity: Q1 2025 in Review

82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2025, worth a combined $288M — up 14% from $252M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VLU positions and 7 closed out — a net gain of 4 holders — while 41 added to existing stakes and 14 trimmed.

The largest buyer was Stratos Wealth Advisors, adding an estimated $8.72M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $2.83M sold.

  • 82 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2025, up from 79 in Q4 2024.
  • Funds reported $288M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2025 and 7 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2025 was Stratos Wealth Advisors, an estimated $8.72M added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2025.