State Street SPDR S&P 1500 Value Tilt ETF
VLU
118 hedge funds and large institutions have $501M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
39% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 33
15% more capital invested
Capital invested by funds: $435M → $501M (+$65.4M)
12% more funds holding
Funds holding: 105 → 118 (+13)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.45% less ownership
Funds ownership: 69.62% → 69.18% (-0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.55M |
| 2 |
NFG
Nadler Financial Group
Deerfield,
Illinois
|
+$2.18M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.13M |
| 4 |
RWM
Raffa Wealth Management
Washington,
District of Columbia
|
+$2.08M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWIA
Roger Wittlin Investment Advisory
San Francisco,
California
|
-$1.94M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.64M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$1.03M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$613K |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$612K |
VLU Hedge Fund Activity: Q2 2026 in Review
118 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q2 2026, worth a combined $501M — up 15% from $435M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VLU positions and 4 closed out — a net gain of 15 holders — while 46 added to existing stakes and 33 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.55M. The largest seller was Roger Wittlin Investment Advisory, cutting an estimated $1.94M.
- 118 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q2 2026, up from 105 in Q1 2026.
- Funds reported $501M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q2 2026, up 15% quarter-over-quarter.
- 19 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q2 2026 and 4 closed out, a net change of +15 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q2 2026 was Morgan Stanley, an estimated $2.55M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q2 2026 was Roger Wittlin Investment Advisory, an estimated $1.94M sold.
Based on aggregated 13F filings for Q2 2026.