VLU · State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF ETF
$249.24
-0.93 (-0.37%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $442,832
Total Shares: 1,859
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
92.5%
+71.5 pts
Top 5
100.0%
+55.0 pts
Top 10
100.0%
+36.1 pts
HHI
8,616
Highly concentrated+7,904
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
103
Unchanged
0
Holder count:
-102
Institutional value:
-99.9%
Shares held:
-99.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mid Parkside Financial Bank & Trust | +1 | 139 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 1,720 | $409,721 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 425,715 | $91,520,210 | |
| Mega AMERIPRISE FINANCIAL INC | 143,459 | $30,840,815 | |
| Small Nadler Financial Group, Inc. | 122,270 | $26,285,604 | |
| Large Cambridge Investment Research Advisors, Inc. | 112,975 | $24,287,365 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 105,896 | $22,765,522 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC VLU | $409,721 | 92.52% | 1,720 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank VLU | $33,111 | 7.48% | 139 | Shares | 2026-09-04 |