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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +243 | +17.5% | 1,631 | $388.58K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +1 | +0.7% | 139 | $33.13K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +1,720 | — | 1,720 | $409.72K | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | Sell | -1,479 | -23.7% | 4,760 | $1.13M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +615 | — | 615 | $146.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +143,736 | — | 143,736 | $34.24M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +8,456 | +8.7% | 106,043 | $25.26M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +7,520 | +361.9% | 9,598 | $2.29M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +4,677 | +4.7% | 103,727 | $24.71M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -4,426 | -7.7% | 53,398 | $12.72M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +3,854 | +24.6% | 19,494 | $4.64M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +3,025 | +172.8% | 4,776 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +1,200 | — | 1,200 | $285.85K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +1,141 | — | 1,141 | $271.79K | Q2 2026 | Aug 14, 2026 |
| Shelton Capital Management | Buy | +939 | +13.0% | 8,173 | $1.95M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -643 | -93.2% | 47 | $11.16K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -383 | -15.2% | 2,137 | $509.09K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +145 | +0.2% | 69,572 | $16.57M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +133 | +1.7% | 8,119 | $1.77M | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Buy | +6 | +0.4% | 1,446 | $344.43K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -1 | -0.0% | 6,268 | $1.49M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +10,994 | +19.7% | 66,710 | $15.89M | Q2 2026 | Aug 13, 2026 |
| Henderson Brothers Financial Partners, Llc | Sell | -2,109 | -41.8% | 2,937 | $699.61K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +882 | +94.9% | 1,811 | $431.39K | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | Buy | +857 | — | 857 | $203.97K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +243 | +441.8% | 298 | $70.98K | Q2 2026 | Aug 13, 2026 |
| Capital Square, Llc | Buy | +177 | +8.5% | 2,256 | $544.07K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +71 | — | 71 | $16.91K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -40 | -37.0% | 68 | $16.20K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +35 | +11.0% | 354 | $84.33K | Q2 2026 | Aug 13, 2026 |
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.