SPDR S&P 1500 VALUE TILT ETF (VLU) Institutional Ownership Changes & 13F Activity

SPDR S&P 1500 VALUE TILT ETF (VLU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Morgan Stanley, Osaic Holdings, Inc., Ameritas Advisory Services, Llc, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+243+17.5%1,631$388.58KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+1+0.7%139$33.13KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+1,7201,720$409.72KQ2 2026Sep 02, 2026
Equitable Holdings, Inc.Sell-1,479-23.7%4,760$1.13MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+615615$146.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+143,736143,736$34.24MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+8,456+8.7%106,043$25.26MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+7,520+361.9%9,598$2.29MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+4,677+4.7%103,727$24.71MQ2 2026Aug 14, 2026
Mai Capital ManagementSell-4,426-7.7%53,398$12.72MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,854+24.6%19,494$4.64MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+3,025+172.8%4,776$1.14MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+1,2001,200$285.85KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+1,1411,141$271.79KQ2 2026Aug 14, 2026
Shelton Capital ManagementBuy+939+13.0%8,173$1.95MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-643-93.2%47$11.16KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-383-15.2%2,137$509.09KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+145+0.2%69,572$16.57MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+133+1.7%8,119$1.77MQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+6+0.4%1,446$344.43KQ2 2026Aug 14, 2026
Gts Securities LlcSell-1-0.0%6,268$1.49MQ2 2026Aug 14, 2026
Morgan StanleyBuy+10,994+19.7%66,710$15.89MQ2 2026Aug 13, 2026
Henderson Brothers Financial Partners, LlcSell-2,109-41.8%2,937$699.61KQ2 2026Aug 13, 2026
Fmr LlcBuy+882+94.9%1,811$431.39KQ2 2026Aug 13, 2026
Hilltop Holdings Inc.Buy+857857$203.97KQ2 2026Aug 13, 2026
Ubs Group AgBuy+243+441.8%298$70.98KQ2 2026Aug 13, 2026
Capital Square, LlcBuy+177+8.5%2,256$544.07KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+7171$16.91KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-40-37.0%68$16.20KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+35+11.0%354$84.33KQ2 2026Aug 13, 2026
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Frequently asked questions about VLU activity

  • Which institutional owners are buying VLU?

    Institutional owners buying VLU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VLU activity?

    "Buy" means an investor increased their reported position in VLU compared to the prior reporting period. This reflects growing exposure to SPDR S&P 1500 VALUE TILT ETF (VLU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VLU increasing?

    Institutional interest in VLU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.