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State Street SPDR S&P 1500 Value Tilt ETF
VLU

104 hedge funds and large institutions have $435M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

13% more funds holding

Funds holding: 92 → 104 (+12)

11% more capital invested

Capital invested by funds: $391M → $435M (+$44.1M)

0.59% more ownership

Funds ownership: 69.03% → 69.61% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.28%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
42
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NFG
Nadler Financial Group
Illinois
+$26.8M
2
SL
Systelligence LLC
Minnesota
+$12.9M
3
Ameriprise
Ameriprise
Minnesota
+$5.17M
4
LPL Financial
LPL Financial
California
+$4.19M
5
Morgan Stanley
Morgan Stanley
New York
+$3.79M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$13M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.51M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.08M
4
SWA
Stratos Wealth Advisors
Ohio
-$3.97M
5
HH
Hilltop Holdings
Texas
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
MOR Wealth Management
Pennsylvania
$775K – – –
LFAS
52
Level Four Advisory Services
Texas
$755K +$97.5K +445 +15%
CFP
53
Comprehensive Financial Planning
Pennsylvania
$715K +$3.07K +14 +0.4%
Pathstone Holdings
54
Pathstone Holdings
New Jersey
$674K – – –
OFG
55
Opulen Financial Group
Virginia
$637K +$2.85K +13 +0.4%
WC
56
Waterloo Capital
Texas
$621K -$422K -1,925 -40%
CIA
57
Concurrent Investment Advisors
Florida
$561K +$438 +2 +0.1%
WWM
58
Western Wealth Management
Colorado
$542K -$43.2K -197 -7%
EAP
59
Elevation Advisory Partners
Florida
$509K +$511K +2,330 New
CS
60
Capital Square
Tennessee
$476K +$456K +2,079 New
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$452K +$22.6K +103 +5%
AAS
62
Ameritas Advisory Services
Nebraska
$447K +$43.6K +199 +11%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$441K +$657 +3 +0.1%
Brown Advisory
64
Brown Advisory
Maryland
$389K – – –
HighTower Advisors
65
HighTower Advisors
Illinois
$387K +$4.38K +20 +1%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$376K +$384K +1,751 New
CPA
67
Compass Planning Associates
Massachusetts
$370K +$1.53K +7 +0.4%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$354K -$120K -549 -25%
ACP
69
Argyle Capital Partners
California
$336K -$10.1K -46 -3%
ACA
70
Aspire Capital Advisors
Washington
$319K +$325K +1,483 New
FPW
71
Flagship Private Wealth
Massachusetts
$313K – – –
CA
72
COFG Advisors
Illinois
$310K +$1.31K +6 +0.4%
AC
73
Avant Capital
Louisiana
$307K +$657 +3 +0.2%
IWP
74
Integrity Wealth Partners
California
$301K +$307K +1,400 New
IWC
75
Integrated Wealth Concepts
Massachusetts
$298K +$304K +1,388 New
1 2
3
4 5

VLU Hedge Fund Activity: Q1 2026 in Review

104 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2026, worth a combined $435M — up 11% from $391M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VLU positions and 4 closed out — a net gain of 14 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Nadler Financial Group, opening a new position worth an estimated $26.8M. The largest seller was Raymond James Financial, cutting an estimated $13M.

  • 104 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2026, up from 92 in Q4 2025.
  • Funds reported $435M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2026 and 4 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2026 was Nadler Financial Group, an estimated $26.8M added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2026 was Raymond James Financial, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2026.