Who Owns VLU?
State Street SPDR S&P 1500 Value Tilt ETF — Institutional Ownership & 13F Holdings
$229.14
-0.02 (-0.01%)
Market Cap
$612.2M
Shares Outstanding
2,713,120
Institutional Holders
81
Total Inst. Value
$192.9M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
21
Closed Positions
7
Increased
35
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $17.5M | 95,361 |
| 2 | Cambridge Investment Research Advisors, Inc. | $17.3M | 94,343 |
| 3 | RAYMOND JAMES FINANCIAL INC | $17.0M | 92,232 |
| 4 | AMERIPRISE FINANCIAL INC | $15.5M | 83,938 |
| 5 | MAI Capital Management | $11.2M | 61,144 |
| 6 | BANK OF AMERICA CORP /DE/ | $10.9M | 59,229 |
| 7 | Compass Financial Services IncNew | $10.4M | 56,417 |
| 8 | Stratos Wealth Advisors, LLC | $8.8M | 47,897 |
| 9 | Roger Wittlin Investment Advisory, LLC | $7.5M | 40,666 |
| 10 | MORGAN STANLEY | $7.4M | 40,277 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +48K | $17.5M |
| Cambridge Investment Research Advisors, Inc. | +8K | $17.3M |
| RAYMOND JAMES FINANCIAL INC | +14K | $17.0M |
| BANK OF AMERICA CORP /DE/ | +21K | $10.9M |
| Compass Financial Services IncNew | +56K | $10.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | -6K | $15.5M |
| World Investment Advisors | -3K | $1.7M |
| Kestra Advisory Services, LLC | -2K | $502 |
| MAI Capital Management | -1K | $11.2M |
| Cetera Investment Advisers | -1K | $988K |
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Frequently Asked Questions
How many institutional investors hold VLU?
As of Q1 2025, 81 institutional investors report holding VLU (State Street SPDR S&P 1500 Value Tilt ETF) in their 13F filings.
Which hedge fund owns the most VLU?
The largest institutional holder of VLU is OSAIC HOLDINGS, INC. with $17.5M in shares.
Are institutions buying or selling VLU?
This quarter, 21 institutions opened new positions in VLU and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.