Who Owns State Street SPDR S&P 1500 Value Tilt ETF (VLU)?Hedge Fund & Institutional Holders

$215.06-0.51 (-0.24%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

$162.34$178.23$194.12$210.02$225.91Sep 24Jun 25Mar 26

VLU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+544+$13.0B
Stratos Wealth Advisors, LLCNew Position+51K+$10.7B
RFG - Bristol Wealth Advisors, LLCNew Position+43K+$9.0B
ABSOLUTE CAPITAL MANAGEMENT, LLCNew Position+41K+$8.7B
AMERIPRISE FINANCIAL INCIncreased+29K+$6.4B
ShoreHaven Wealth Partners, LLCNew Position+29K+$6.1B
Roger Wittlin Investment Advisory, LLCNew Position+24K+$5.0B
J.W. COLE ADVISORS, INC.New Position+23K+$4.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+15K+$3.0B
OSAIC HOLDINGS, INC.Increased+15K+$2.6B
MONEY CONCEPTS CAPITAL CORPNew Position+10K+$2.1B
Smartleaf Asset Management LLCNew Position+12K+$2.0B
FORONJY FINANCIAL LLCNew Position+8K+$1.7B
CoreCap Advisors, LLCNew Position+5K+$1.1B
STEPHENS INC /AR/New Position+5K+$1.1B

VLU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MAI Capital ManagementDecreased-170-$12.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2K-$4.9B
RAYMOND JAMES FINANCIAL INCDecreased-18K-$4.0B
NewEdge Advisors, LLCDecreased-5K-$2.5B
CITADEL ADVISORS LLCClosed Position-12K-$2.4B
World Investment AdvisorsDecreased-15-$1.7B
ROYAL BANK OF CANADADecreased-6K-$1.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-6K-$1.2B
Stratos Wealth Partners, LTD.Decreased-5K-$1.0B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-2K-$816.6M
Hilltop Holdings Inc.Decreased-2K-$696.0M
Private Advisor Group, LLCDecreased-1K-$664.8M
LEVEL FOUR ADVISORY SERVICES, LLCDecreased-47-$635.4M
Pathstone Holdings, LLCDecreased-178-$675K
Argyle Capital Partners, LLCDecreased-49-$433K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC119,692$25.0B0.01%Share
2RAYMOND JAMES FINANCIAL INC77,697$16.0B0.00%Share
3RAYMOND JAMES FINANCIAL INC80,504$16.0B0.00%Share
4OSAIC HOLDINGS, INC.75,808$15.0B0.02%Share
5BANK OF AMERICA CORP /DE/61,329$12.0B0.00%Share
6Stratos Wealth Advisors, LLC50,729$10.7B0.52%Share
7RFG - Bristol Wealth Advisors, LLC42,880$9.0B2.52%Share
8ABSOLUTE CAPITAL MANAGEMENT, LLC41,309$8.7B3.17%Share
9Graney & King, LLC35,103$7.4B4.32%Share
10ShoreHaven Wealth Partners, LLC28,830$6.1B2.18%Share
11JPMORGAN CHASE & CO28,940$6.0B0.00%Share
12Roger Wittlin Investment Advisory, LLC23,959$5.0B3.53%Share
13J.W. COLE ADVISORS, INC.23,485$4.9B0.12%Share
14ROYAL BANK OF CANADA21,679$4.0B0.00%Share
15COMMONWEALTH EQUITY SERVICES, LLC15,449$3.0B0.00%Share
16OSAIC HOLDINGS, INC.15,733$3.0B0.00%Share
17MONEY CONCEPTS CAPITAL CORP10,176$2.1B0.12%Share
18Private Advisor Group, LLC11,839$2.0B0.01%Share
19Smartleaf Asset Management LLC11,689$2.0B0.08%Share
20Stratos Wealth Partners, LTD.9,429$2.0B0.02%Share
21FORONJY FINANCIAL LLC8,305$1.7B0.73%Share
22CoreCap Advisors, LLC5,377$1.1B0.04%Share
23STEPHENS INC /AR/5,356$1.1B0.01%Share
24Equitable Holdings, Inc.6,775$1.0B0.01%Share
25Hilltop Holdings Inc.6,574$1.0B0.06%Share
26BANK OF AMERICA CORP /DE/5,650$1.0B0.00%Share
27SAXON INTERESTS, INC.3,678$774.0M0.27%Share
28Comprehensive Financial Planning, Inc./PA3,312$697.0M0.46%Share
29Opulen Financial Group LLC2,951$621.0M0.45%Share
30Keystone Financial Group2,050$431.0M0.03%Share
31Wealthcare Advisory Partners LLC2,001$421.0M0.01%Share
32Compass Planning Associates Inc1,716$361.0M0.25%Share
33Argyle Capital Partners, LLC1,609$338.0M0.25%Share
34Flagship Private Wealth, LLC1,454$306.0M0.12%Share
35Avant Capital LLC1,427$300.0M0.21%Share
36PRIVATE TRUST CO NA1,225$258.0M0.02%Share
37PACIFIC SUN FINANCIAL CORP990$208.0M0.10%Share
38Csenge Advisory Group970$204.0M0.01%Share
39LPL Financial LLC406,592$85.0M0.02%Share
40CREATIVE FINANCIAL DESIGNS INC /ADV210$44.0M0.00%Share
41AdvisorNet Financial, Inc210$44.0M0.00%Share
42BOOTHBAY FUND MANAGEMENT, LLC593,100$38.0M0.57%Put
43COMERICA BANK158$33.0M0.00%Share
44Parkside Financial Bank & Trust138$29.0M0.00%Share
45ENVESTNET ASSET MANAGEMENT INC124,497$26.0M0.01%Share
46Sound Income Strategies, LLC114$24.0M0.00%Share
47Cambridge Investment Research Advisors, Inc.104,941$22.0M0.06%Share
48Geneos Wealth Management Inc.95$20.0M0.00%Share
49ELEVATION WEALTH PARTNERS, LLC75$15.0M0.01%Share
50MAI Capital Management58,802$12.0M0.07%Share

VLU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202591$172.4B+36
Q3 202555$212.8B-24
Q2 202579$260.1B-2
Q1 202581$253.0B+14
Q4 202467$2.5T+14
Q3 202453$78.5T+5
Q2 202448$2.9T+0
Q1 202448$231.6T—

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As of Q4 2025, 50 institutional investors hold VLU (State Street SPDR S&P 1500 Value Tilt ETF). The largest holder is AMERIPRISE FINANCIAL INC with $25.0B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own VLU?

As of Q4 2025, 50 institutional investors report holding VLU (State Street SPDR S&P 1500 Value Tilt ETF) in their 13F filings.

Who is the largest institutional holder of VLU?

The largest institutional holder of VLU is AMERIPRISE FINANCIAL INC with $25.0B in shares.

Is institutional ownership of VLU increasing or decreasing?

This quarter, 12 institutions opened new positions in VLU and 2 closed their positions.