VLU icon

SPDR S&P 1500 Value Tilt ETF

81 hedge funds and large institutions have $287M invested in SPDR S&P 1500 Value Tilt ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$69.4M
Osaic Holdings
2
Osaic Holdings
Arizona
$17.5M
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$17.3M
Raymond James Financial
4
Raymond James Financial
Florida
$17M
Ameriprise
5
Ameriprise
Minnesota
$15.5M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.1M
MCM
7
MAI Capital Management
Ohio
$11.2M
Bank of America
8
Bank of America
North Carolina
$10.9M
CFS
9
Compass Financial Services
Iowa
$10.4M
SWA
10
Stratos Wealth Advisors
Ohio
$8.8M
RWIA
11
Roger Wittlin Investment Advisory
California
$7.48M
Morgan Stanley
12
Morgan Stanley
New York
$7.4M
ACM
13
Absolute Capital Management
Pennsylvania
$6.47M
SWP
14
ShoreHaven Wealth Partners
New Jersey
$5.62M
GK
15
Graney & King
New York
$5.51M
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$5.47M
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$4.88M
JWCA
18
J.W. Cole Advisors
Florida
$3.92M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.49M
UWM
20
USAdvisors Wealth Management
Minnesota
$3.17M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.94M
GVAG
22
Great Valley Advisor Group
Delaware
$2.41M
AAS
23
Avantax Advisory Services
Texas
$2.3M
TFS
24
Thoroughbred Financial Services
Tennessee
$2.02M
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.97M