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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
PTC
76
Private Trust Company
Ohio
$267K +$3.94K +18 +1%
DAS
77
Dynamic Advisor Solutions
Arizona
$243K -$51.5K -235 -17%
AF
78
Advisornet Financial
Minnesota
$223K +$181K +825 +393%
PSF
79
Pacific Sun Financial
California
$213K – – –
AF
80
Allworth Financial
California
$205K +$877 +4 +0.4%
CAG
81
Csenge Advisory Group
Florida
$204K -$4.38K -20 -2%
Cerity Partners
82
Cerity Partners
New York
$202K +$206K +940 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$200K +$438 +2 +0.2%
NS
84
NBC Securities
Alabama
$193K -$78.2K -357 -28%
Wells Fargo
85
Wells Fargo
California
$148K -$18.8K -86 -11%
SPIA
86
Steward Partners Investment Advisory
New York
$68.6K +$29.6K +135 +73%
S
87
SignatureFD
Georgia
$64.5K +$65.7K +300 New
BlackRock
88
BlackRock
New York
$63.6K – – –
CFD
89
Creative Financial Designs
Indiana
$45.1K – – –
Russell Investments Group
90
Russell Investments Group
United Kingdom
$43.9K +$2.41K +11 +6%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$34K +$34.6K +158 New
AWM
92
AE Wealth Management
Kansas
$32.2K – – –
PFBT
93
Parkside Financial Bank & Trust
Missouri
$29.8K – – –
HIA
94
Harbor Investment Advisory
Maryland
$27.9K – – –
SIS
95
Sound Income Strategies
Florida
$24.7K – – –
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$23.2K – – –
GWM
97
Geneos Wealth Management
Colorado
$20.4K – – –
EWP
98
Elevation Wealth Partners
California
$16.1K – – –
OFG
99
Oxford Financial Group
Indiana
$12.3K – – –
UBS Group
100
UBS Group
Switzerland
$11.8K +$12.1K +55 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.