We are live on ! Find out more
VLU icon

State Street SPDR S&P 1500 Value Tilt ETF

88 hedge funds and large institutions have $341M invested in State Street 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

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

19% more capital invested

Capital invested by funds: $288M → $341M (+$53.3M)

7% more funds holding

Funds holding: 8288 (+6)

2.94% more ownership

Funds ownership: 68.1%71.04% (+2.9%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.16%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$82.8M +$9.73M +53,492 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.6M +$9.33M +51,290 +62%
Raymond James Financial
3
Raymond James Financial
Florida
$20.9M +$2.99M +16,417 +18%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$19M +$821K +4,514 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$16.2M -$1.99M -10,927 -11%
Ameriprise
6
Ameriprise
Minnesota
$14.9M -$1.21M -6,670 -8%
Bank of America
7
Bank of America
North Carolina
$12.5M +$1.05M +5,769 +10%
MCM
8
MAI Capital Management
Ohio
$11.2M -$493K -2,710 -4%
CFS
9
Compass Financial Services
Iowa
$9.69M -$1.09M -5,990 -11%
SWA
10
Stratos Wealth Advisors
Ohio
$9.55M +$330K +1,813 +4%
RWIA
11
Roger Wittlin Investment Advisory
California
$8.1M +$269K +1,481 +4%
Morgan Stanley
12
Morgan Stanley
New York
$7.03M -$669K -3,677 -9%
ACM
13
Absolute Capital Management
Pennsylvania
$6.76M
GK
14
Graney & King
New York
$5.92M +$143K +784 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$5.59M -$122K -671 -2%
SWP
16
ShoreHaven Wealth Partners
New Jersey
$5.57M -$289K -1,587 -5%
RBWA
17
RFG - Bristol Wealth Advisors
Massachusetts
$5.06M +$4.57M +25,123 +2,094%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.92M -$173K -952 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.13M +$1M +5,522 +35%
JWCA
20
J.W. Cole Advisors
Florida
$4.05M -$44.4K -244 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.77M +$113K +621 +3%
UWM
22
USAdvisors Wealth Management
Minnesota
$3.52M +$188K +1,032 +6%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.07M +$2.9M +15,966 New
MML Investors Services
24
MML Investors Services
Massachusetts
$3.01M +$1.02M +5,623 +56%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.94M +$833K +4,582 +43%

VLU Hedge Fund Activity: Q2 2025 in Review

88 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q2 2025, worth a combined $341M — up 19% from $288M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VLU positions and 3 closed out — a net gain of 6 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.73M. The largest seller was Osaic Holdings, cutting an estimated $1.99M.

  • 88 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q2 2025, up from 82 in Q1 2025.
  • Funds reported $341M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q2 2025 and 3 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q2 2025 was LPL Financial, an estimated $9.73M added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q2 2025 was Osaic Holdings, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2025.