VLU

Ss Spdr S&p 1500 Value Tilt

+$4.8M

Net Activity

Institutions Holding

104

Popularity Rank

#4356

Avg Weight

0.33%

Total Value

$434.4M

Ownership Trend

104 institutions currently hold VLU, with 57 net buyers and 32 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

32

Net Buying Institutions

57

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$91.5M
AF
Ameriprise Financial INC
$30.8M
NF
Nadler Financial Group, Inc.
$26.3M
CI
Cambridge Investment Research Advisors, Inc.
$24.3M
EA
Envestnet Asset Management INC
$22.8M

Top 5 by Conviction

CF
Compass Financial Services Inc
4.39%
G&
Graney & King, LLC
4.21%
RW
Roger Wittlin Investment Advisory, LLC
3.75%
AC
Absolute Capital Management, LLC
3.36%
R-
RFG - Bristol Wealth Advisors, LLC
3.11%
View all 104 holding institutions

Quarterly Activity

Recent Activity

+$325.5M

Total Buy Value

$177.5M

Total Sell Value

New buy16
Trim27
Add41
Sold out5

57

Net Buyers

32

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SS SPDR S&P 1500 VALUE TILT (VLU)?
Major stakeholders currently include LPL Financial LLC ($91.5M), Ameriprise Financial INC ($30.8M), Nadler Financial Group, Inc. ($26.3M). Based on the latest 13F filings, there are a total of 104 tracked investment funds and institutions maintaining positions in VLU.
What is the overall institutional sentiment toward VLU recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.8M, driven by 57 managers accumulating shares while 32 reduced their exposure.
Which institutions have been selling or reducing their VLU positions?
In the latest period, 27 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $177.5M.
Are there any notable investors adding VLU to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 41 existing holders added to their shares. The total reported buy value for the quarter amounted to $325.5M.

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