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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Nadler Financial Group
Deerfield,
Illinois
|
+$26.8M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$12.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.17M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.19M |
| 5 |
Morgan Stanley
New York
|
+$3.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$13M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.51M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.08M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$3.97M |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
US Bancorp
Minneapolis,
Minnesota
| $11K | – | – | – |
|
102
AssetMark Inc
Concord,
California
| $7.74K | – | – | – |
|
|
KCM
103
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| $3.52K | +$3.51K | +16 | New |
|
|
TWC
104
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $1.3K | – | – | – |
|
|
105
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$6.51M | -30,885 | Closed |
|
|
HH
106
Hilltop Holdings
Dallas,
Texas
| – | -$1.38M | -6,574 | Closed |
|
107
Jane Street
New York
| – | -$890K | -4,225 | Closed |
|
108
Mariner
Overland Park,
Kansas
| – | -$277K | -1,314 | Closed |
|
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.