State Street SPDR S&P 1500 Value Tilt ETF
VLU
94 hedge funds and large institutions have $391M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
38% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 29
28% more capital inflows, than outflows
Capital inflows: $31.5M | Capital outflows: $24.6M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3% more funds holding
Funds holding: 91 → 94 (+3)
1.11% less ownership
Funds ownership: 70.15% → 69.04% (-1.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $38.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.55M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.39M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.93M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.21M |
| 5 |
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.79M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.81M |
| 3 |
RWIA
Roger Wittlin Investment Advisory
San Francisco,
California
|
-$3.16M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.36M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.23M |
VLU Hedge Fund Activity: Q4 2025 in Review
94 of the 8,300 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q4 2025, worth a combined $391M — up 5.1% from $372M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new VLU positions and 6 closed out — a net gain of 3 holders — while 40 added to existing stakes and 29 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.55M. The largest seller was Envestnet Asset Management, cutting an estimated $4.79M.
- 94 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q4 2025, up from 91 in Q3 2025.
- Funds reported $391M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q4 2025, up 5.1% quarter-over-quarter.
- 9 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q4 2025 and 6 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q4 2025 was LPL Financial, an estimated $6.55M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $4.79M sold.
Based on aggregated 13F filings for Q4 2025.