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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

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
+3
Holders Change %
+3.85%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
11
Increased
41
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Stratos Wealth Advisors
Ohio
+$8.52M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.07M
3
LPL Financial
LPL Financial
California
+$5.05M
4
Bank of America
Bank of America
North Carolina
+$3.93M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.78M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.83M
2
IAA
Independent Advisor Alliance
North Carolina
-$1.19M
3
Ameriprise
Ameriprise
Minnesota
-$1.05M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$896K
5
WIA
World Investment Advisors
California
-$465K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$69.4M +$5.05M +27,453 +8%
Osaic Holdings
2
Osaic Holdings
Arizona
$17.5M +$5.07M +27,578 +41%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$17.3M +$1.4M +7,638 +9%
Raymond James Financial
4
Raymond James Financial
Florida
$17M +$2.6M +14,156 +18%
Ameriprise
5
Ameriprise
Minnesota
$15.5M -$1.05M -5,696 -6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.1M +$3.78M +20,549 +33%
MCM
7
MAI Capital Management
Ohio
$11.2M -$238K -1,295 -2%
Bank of America
8
Bank of America
North Carolina
$10.9M +$3.93M +21,371 +56%
CFS
9
Compass Financial Services
Iowa
$10.4M +$66K +359 +0.6%
SWA
10
Stratos Wealth Advisors
Ohio
$8.8M +$8.52M +46,368 +3,033%
RWIA
11
Roger Wittlin Investment Advisory
California
$7.48M -$10.8K -59 -0.1%
Morgan Stanley
12
Morgan Stanley
New York
$7.4M +$226K +1,232 +3%
ACM
13
Absolute Capital Management
Pennsylvania
$6.47M +$184K +1,000 +3%
SWP
14
ShoreHaven Wealth Partners
New Jersey
$5.62M +$509K +2,768 +10%
GK
15
Graney & King
New York
$5.51M +$165K +895 +3%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$5.47M +$284K +1,547 +5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$4.88M -$39.2K -213 -0.8%
JWCA
18
J.W. Cole Advisors
Florida
$3.92M +$672K +3,656 +21%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.49M +$1.08M +5,902 +45%
UWM
20
USAdvisors Wealth Management
Minnesota
$3.18M +$799K +4,350 +34%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.94M +$729K +3,964 +33%
GVAG
22
Great Valley Advisor Group
Delaware
$2.41M +$2.41M +13,132 New
AAS
23
Avantax Advisory Services
Texas
$2.3M +$1.55M +8,425 +207%
TFS
24
Thoroughbred Financial Services
Tennessee
$2.02M +$36.4K +198 +2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.97M +$289K +1,575 +17%
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