We are live on ! Find out more
VLU icon

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
SPIA
76
Steward Partners Investment Advisory
New York
$37.6K
Russell Investments Group
77
Russell Investments Group
United Kingdom
$36.9K +$198 +1 +0.6%
Comerica Bank
78
Comerica Bank
Texas
$32.3K
AWM
79
AE Wealth Management
Kansas
$30.6K
HIA
80
Harbor Investment Advisory
Maryland
$30.6K
PFBT
81
Parkside Financial Bank & Trust
Missouri
$28.1K +$198 +1 +0.7%
SIS
82
Sound Income Strategies
Florida
$23.2K
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$22K +$21.4K +108 New
AF
84
Advisornet Financial
Minnesota
$21.8K +$1.39K +7 +7%
Wells Fargo
85
Wells Fargo
California
$20.9K +$20K +101 +10,100%
GWM
86
Geneos Wealth Management
Colorado
$19.4K
EWP
87
Elevation Wealth Partners
California
$15.3K
AF
88
Allworth Financial
California
$13.9K
US Bancorp
89
US Bancorp
Minnesota
$10.4K -$91.4K -461 -90%
AssetMark Inc
90
AssetMark Inc
California
$7.35K -$3.57K -18 -33%
TWC
91
TD Waterhouse Canada
Ontario, Canada
$1.23K +$1.19K +6 New
S
92
SignatureFD
Georgia
$9
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
-$3.07M -15,966 Closed
Jane Street
94
Jane Street
New York
-$1.39M -7,231 Closed
TRCT
95
Tower Research Capital (TRC)
New York
-$737K -3,838 Closed
VF
96
Virtu Financial
New York
-$665K -3,462 Closed
IFG
97
Independent Financial Group
California
-$505K -2,630 Closed

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.