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State Street SPDR S&P 1500 Value Tilt ETF

83 hedge funds and large institutions have $288M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more capital inflows, than outflows

Capital inflows: $45.8M | Capital outflows: $7.89M

186% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 14

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more funds holding

Funds holding: 79 → 83 (+4)

1.72% more ownership

Funds ownership: 66.51% → 68.23% (+1.7%)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
40
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

VLU Hedge Fund Activity: Q1 2025 in Review

83 of the 7,486 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2025, worth a combined $288M — up 14% from $252M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VLU positions and 7 closed out — a net gain of 5 holders — while 40 added to existing stakes and 14 trimmed.

The largest buyer was Stratos Wealth Advisors, adding an estimated $8.72M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $2.83M sold.

  • 83 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2025, up from 79 in Q4 2024.
  • Funds reported $288M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2025 and 7 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2025 was Stratos Wealth Advisors, an estimated $8.72M added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2025.