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State Street SPDR S&P 1500 Value Tilt ETF

91 hedge funds and large institutions have $372M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $341M → $372M (+$30.9M)

3% more funds holding

Funds holding: 8891 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.89% less ownership

Funds ownership: 71.04%70.15% (-0.89%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $204K

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.19%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
39
Reduced
29
Closed
5
Calls
Puts
$204K
Net Calls
-$204K
Net Calls Change
-$204K
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
51
Compass Planning Associates
Massachusetts
$591K +$2.78K +14 +0.5%
GRP
52
Global Retirement Partners
California
$589K -$11.7K -59 -2%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$568K +$8.53K +43 +2%
KAS
54
Kestra Advisory Services
Texas
$557K -$588K -2,962 -52%
WWM
55
Western Wealth Management
Colorado
$554K -$80.5K -406 -13%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$399K +$29.8K +150 +8%
KFGK
57
Keystone Financial Group (Kentucky)
Kentucky
$384K +$24.4K +123 +7%
HighTower Advisors
58
HighTower Advisors
Illinois
$363K +$353K +1,778 New
ACA
59
Aspire Capital Advisors
Washington
$349K -$78.2K -394 -19%
ACP
60
Argyle Capital Partners
California
$338K
NS
61
NBC Securities
Alabama
$315K +$62.3K +314 +26%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$308K +$4.17K +21 +1%
FPW
63
Flagship Private Wealth
Massachusetts
$297K
AC
64
Avant Capital
Louisiana
$291K -$43.6K -220 -13%
Mariner
65
Mariner
Kansas
$268K +$397 +2 +0.2%
DAS
66
Dynamic Advisor Solutions
Arizona
$266K -$42.3K -213 -14%
Brown Advisory
67
Brown Advisory
Maryland
$243K
SC
68
Savant Capital
Illinois
$212K +$206K +1,037 New
PFA
69
Professional Financial Advisors
Nebraska
$206K +$200K +1,009 New
PSF
70
Pacific Sun Financial
California
$202K +$196K +990 New
PTC
71
Private Trust Company
Ohio
$136K -$72.6K -366 -35%
BlackRock
72
BlackRock
New York
$60.4K +$58.7K +296 New
AAS
73
Ameritas Advisory Services
Nebraska
$56.1K -$1.26M -6,353 -96%
RWML
74
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$56K +$54.4K +274 New
CFD
75
Creative Financial Designs
Indiana
$42.9K

VLU Hedge Fund Activity: Q3 2025 in Review

91 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q3 2025, worth a combined $372M — up 9% from $341M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VLU positions and 5 closed out — a net gain of 5 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $13.5M. The largest seller was LPL Financial, cutting an estimated $11.1M.

  • 91 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q3 2025, up from 88 in Q2 2025.
  • Funds reported $372M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q3 2025, up 9% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q3 2025 was Raymond James Financial, an estimated $13.5M added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q3 2025 was LPL Financial, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2025.