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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.73M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.33M |
| 3 |
RBWA
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
+$4.57M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.99M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.99M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.21M |
| 3 |
CFS
Compass Financial Services
West Des Moines,
Iowa
|
-$1.09M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$924K |
| 5 |
Morgan Stanley
New York
|
-$669K |
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.