VLU icon

SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

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
+3
Holders Change %
+3.85%
% 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

1
SWA
Stratos Wealth Advisors
Ohio
+$8.52M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.07M
3
LPL Financial
LPL Financial
California
+$5.05M
4
Bank of America
Bank of America
North Carolina
+$3.93M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.78M

Top Sellers

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
-$1.05M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$896K
5
WIA
World Investment Advisors
California
-$465K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
76
Sound Income Strategies
Florida
$21K +$21K +114 New
AF
77
Allworth Financial
California
$20.2K – – –
AF
78
Advisornet Financial
Minnesota
$17.5K +$3.68K +20 +27%
EWP
79
Elevation Wealth Partners
California
$13.8K – – –
NFSG
80
Newbridge Financial Services Group
Florida
$3.86K – – –
Wells Fargo
81
Wells Fargo
California
$135 +$135 +1 New
S
82
SignatureFD
Georgia
$8 -$8 – –
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
– -$2.83M -15,369 Closed
IAA
84
Independent Advisor Alliance
North Carolina
– -$1.19M -6,486 Closed
IWC
85
Integrated Wealth Concepts
Massachusetts
– -$896K -4,869 Closed
CMS
86
Capital Market Strategies
Florida
– -$220K -1,197 Closed
TRCT
87
Tower Research Capital (TRC)
New York
– -$97.7K -531 Closed
CFGS
88
Concourse Financial Group Securities
Alabama
– -$19.8K -104 Closed
UBS Group
89
UBS Group
Switzerland
– -$2.03K -11 Closed
1 2 3
4