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SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

87 hedge funds and large institutions have $340M invested in SPDR S&P 1500 Value Tilt ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
9
Increased
34
Reduced
28
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$82.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.6M
3
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
$5.06M
4
Raymond James Financial
Raymond James Financial
Florida
$20.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.07M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$15.4M
2
Ameriprise
Ameriprise
Minnesota
$14.9M
3
CFS
Compass Financial Services
Iowa
$9.69M
4
GVAG
Great Valley Advisor Group
Delaware
$1.55M
5
Morgan Stanley
Morgan Stanley
New York
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$82.8M +$10.3M +53,492 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.6M +$9.86M +51,290 +62%
Raymond James Financial
3
Raymond James Financial
Florida
$20.9M +$3.15M +16,417 +18%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$19M +$867K +4,514 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$15.4M -$2.33M -12,524 -13%
Ameriprise
6
Ameriprise
Minnesota
$14.9M -$1.28M -6,670 -8%
Bank of America
7
Bank of America
North Carolina
$12.5M +$1.11M +5,769 +10%
MCM
8
MAI Capital Management
Ohio
$11.2M -$521K -2,710 -4%
CFS
9
Compass Financial Services
Iowa
$9.69M -$1.15M -5,990 -11%
SWA
10
Stratos Wealth Advisors
Ohio
$9.55M +$348K +1,813 +4%
RWIA
11
Roger Wittlin Investment Advisory
California
$8.1M +$285K +1,481 +4%
Morgan Stanley
12
Morgan Stanley
New York
$7.03M -$707K -3,677 -9%
ACM
13
Absolute Capital Management
Pennsylvania
$6.76M – – –
GK
14
Graney & King
New York
$5.92M +$151K +784 +3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$5.59M -$129K -671 -2%
SWP
16
ShoreHaven Wealth Partners
New Jersey
$5.57M -$305K -1,587 -5%
RBWA
17
RFG - Bristol Wealth Advisors
Massachusetts
$5.06M +$4.83M +25,123 +2,094%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.92M -$183K -952 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.13M +$1.06M +5,522 +35%
JWCA
20
J.W. Cole Advisors
Florida
$4.05M -$46.9K -244 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.77M +$119K +621 +3%
UWM
22
USAdvisors Wealth Management
Minnesota
$3.52M +$198K +1,032 +6%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.07M +$3.07M +15,966 New
MML Investors Services
24
MML Investors Services
Massachusetts
$3.01M +$1.08M +5,623 +56%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.94M +$880K +4,582 +43%
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