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State Street SPDR S&P 1500 Value Tilt ETF

91 hedge funds and large institutions have $372M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $341M → $372M (+$30.9M)

3% more funds holding

Funds holding: 8891 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.89% less ownership

Funds ownership: 71.04%70.15% (-0.89%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $204K

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.19%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
39
Reduced
29
Closed
5
Calls
Puts
$204K
Net Calls
-$204K
Net Calls Change
-$204K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$76.5M -$11.1M -55,928 -13%
Raymond James Financial
2
Raymond James Financial
Florida
$36M +$13.5M +67,954 +63%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$30.1M +$2.83M +14,271 +11%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$21.8M +$1.6M +8,074 +8%
Ameriprise
5
Ameriprise
Minnesota
$18.6M +$2.77M +13,958 +18%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.4M -$1.66M -8,392 -10%
Bank of America
7
Bank of America
North Carolina
$13.6M +$285K +1,437 +2%
MCM
8
MAI Capital Management
Ohio
$12M +$107K +538 +0.9%
SWA
9
Stratos Wealth Advisors
Ohio
$10.1M -$12.5K -63 -0.1%
CFS
10
Compass Financial Services
Iowa
$10M -$277K -1,394 -3%
ACM
11
Absolute Capital Management
Pennsylvania
$8.25M +$1.03M +5,200 +15%
RWIA
12
Roger Wittlin Investment Advisory
California
$8.01M -$574K -2,895 -7%
Morgan Stanley
13
Morgan Stanley
New York
$7.34M -$130K -657 -2%
GK
14
Graney & King
New York
$7.07M +$766K +3,862 +13%
RBWA
15
RFG - Bristol Wealth Advisors
Massachusetts
$6.77M +$1.36M +6,855 +26%
JP Morgan Chase
16
JP Morgan Chase
New York
$5.93M -$9.52K -48 -0.2%
SWP
17
ShoreHaven Wealth Partners
New Jersey
$5.91M -$11.7K -59 -0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.58M +$1.16M +5,827 +27%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4.93M -$293K -1,477 -6%
JWCA
20
J.W. Cole Advisors
Florida
$4.7M +$385K +1,941 +9%
UWM
21
USAdvisors Wealth Management
Minnesota
$4.22M +$473K +2,385 +13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.72M +$580K +2,925 +19%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.09M -$104K -525 -3%
SWP
24
Stratos Wealth Partners
Ohio
$3.03M +$172K +866 +6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.03M +$1.9M +9,599 +184%

VLU Hedge Fund Activity: Q3 2025 in Review

91 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q3 2025, worth a combined $372M — up 9% from $341M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VLU positions and 5 closed out — a net gain of 5 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $13.5M. The largest seller was LPL Financial, cutting an estimated $11.1M.

  • 91 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q3 2025, up from 88 in Q2 2025.
  • Funds reported $372M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q3 2025, up 9% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q3 2025 was Raymond James Financial, an estimated $13.5M added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q3 2025 was LPL Financial, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2025.