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State Street SPDR S&P 1500 Value Tilt ETF
VLU

88 hedge funds and large institutions have $341M invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

19% more capital invested

Capital invested by funds: $288M → $341M (+$53.3M)

7% more funds holding

Funds holding: 82 → 88 (+6)

2.94% more ownership

Funds ownership: 68.1% → 71.04% (+2.9%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.16%
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

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$9.73M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.33M
3
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
+$4.57M
4
Raymond James Financial
Raymond James Financial
Florida
+$2.99M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.9M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.99M
2
Ameriprise
Ameriprise
Minnesota
-$1.21M
3
CFS
Compass Financial Services
Iowa
-$1.09M
4
GVAG
Great Valley Advisor Group
Delaware
-$924K
5
Morgan Stanley
Morgan Stanley
New York
-$669K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$737K +$698K +3,838 New
SI
52
Saxon Interests
Texas
$694K – – –
VF
53
Virtu Financial
New York
$665K +$630K +3,462 New
CFP
54
Comprehensive Financial Planning
Pennsylvania
$639K -$16.7K -92 -3%
WWM
55
Western Wealth Management
Colorado
$599K +$2.18K +12 +0.4%
GRP
56
Global Retirement Partners
California
$566K +$536K +2,945 New
OFG
57
Opulen Financial Group
Virginia
$562K +$182 +1 +0%
CPA
58
Compass Planning Associates
Massachusetts
$554K +$2.55K +14 +0.5%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$536K -$39.6K -218 -7%
IFG
60
Independent Financial Group
California
$505K – – –
LFAS
61
Level Four Advisory Services
Texas
$496K -$31.1K -171 -6%
ACA
62
Aspire Capital Advisors
Washington
$404K -$159K -877 -29%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$347K +$42.6K +234 +15%
KFGK
64
Keystone Financial Group (Kentucky)
Kentucky
$338K +$10.7K +59 +3%
ACP
65
Argyle Capital Partners
California
$319K – – –
AC
66
Avant Capital
Louisiana
$316K +$56.2K +309 +23%
DAS
67
Dynamic Advisor Solutions
Arizona
$291K -$17.5K -96 -6%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$286K -$23.5K -129 -8%
FPW
69
Flagship Private Wealth
Massachusetts
$279K – – –
Mariner
70
Mariner
Kansas
$251K +$238K +1,309 New
NS
71
NBC Securities
Alabama
$236K +$67.5K +371 +43%
Brown Advisory
72
Brown Advisory
Maryland
$229K – – –
PTC
73
Private Trust Company
Ohio
$198K -$546 -3 -0.3%
US Bancorp
74
US Bancorp
Minnesota
$98.4K – – –
CFD
75
Creative Financial Designs
Indiana
$40.4K – – –
1 2
3
4

VLU Hedge Fund Activity: Q2 2025 in Review

88 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q2 2025, worth a combined $341M — up 19% from $288M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VLU positions and 3 closed out — a net gain of 6 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.73M. The largest seller was Osaic Holdings, cutting an estimated $1.99M.

  • 88 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q2 2025, up from 82 in Q1 2025.
  • Funds reported $341M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q2 2025 and 3 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q2 2025 was LPL Financial, an estimated $9.73M added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q2 2025 was Osaic Holdings, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2025.