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State Street SPDR S&P 1500 Value Tilt ETF

82 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 11 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more capital invested

Capital invested by funds: $252M → $288M (+$35.8M)

4% more funds holding

Funds holding: 7982 (+3)

1.59% more ownership

Funds ownership: 66.51%68.1% (+1.6%)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$69.4M +$5.16M +27,453 +8%
Osaic Holdings
2
Osaic Holdings
Arizona
$17.5M +$5.19M +27,578 +41%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$17.3M +$1.44M +7,638 +9%
Raymond James Financial
4
Raymond James Financial
Florida
$17M +$2.66M +14,156 +18%
Ameriprise
5
Ameriprise
Minnesota
$15.5M -$1.07M -5,696 -6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.1M +$3.86M +20,549 +33%
MCM
7
MAI Capital Management
Ohio
$11.2M -$244K -1,295 -2%
Bank of America
8
Bank of America
North Carolina
$10.9M +$4.02M +21,371 +56%
CFS
9
Compass Financial Services
Iowa
$10.4M +$67.5K +359 +0.6%
SWA
10
Stratos Wealth Advisors
Ohio
$8.8M +$8.72M +46,368 +3,033%
RWIA
11
Roger Wittlin Investment Advisory
California
$7.48M -$11.1K -59 -0.1%
Morgan Stanley
12
Morgan Stanley
New York
$7.4M +$232K +1,232 +3%
ACM
13
Absolute Capital Management
Pennsylvania
$6.47M +$188K +1,000 +3%
SWP
14
ShoreHaven Wealth Partners
New Jersey
$5.62M +$521K +2,768 +10%
GK
15
Graney & King
New York
$5.51M +$168K +895 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$5.47M +$291K +1,547 +5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$4.88M -$40.1K -213 -0.8%
JWCA
18
J.W. Cole Advisors
Florida
$3.92M +$688K +3,656 +21%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.49M +$1.11M +5,902 +45%
UWM
20
USAdvisors Wealth Management
Minnesota
$3.17M +$818K +4,350 +34%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.94M +$746K +3,964 +33%
GVAG
22
Great Valley Advisor Group
Delaware
$2.41M +$2.47M +13,132 New
AAS
23
Avantax Advisory Services
Texas
$2.3M +$1.58M +8,425 +207%
TFS
24
Thoroughbred Financial Services
Tennessee
$2.02M +$37.2K +198 +2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.97M +$296K +1,575 +17%

VLU Hedge Fund Activity: Q1 2025 in Review

82 of the 7,459 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: 11 funds opened new VLU positions and 7 closed out — a net gain of 4 holders — while 41 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.

  • 82 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.
  • 11 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2025 and 7 closed out, a net change of +4 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.